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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

144 hedge funds and large institutions have $232M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $225M → $232M (+$7.11M)

0.58% less ownership

Funds ownership: 26.88%26.3% (-0.58%)

1% less funds holding

Funds holding: 145144 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
54
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.28M +$78.6K +9,896 +4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.16M +$103K +13,032 +5%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$2.13M +$2.07M +260,109 New
Franklin Resources
29
Franklin Resources
California
$2M +$31.3K +3,944 +2%
MP
30
Mangrove Partners
Connecticut
$1.81M +$461K +58,095 +36%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.61M -$30.3K -3,814 -2%
RBFC
32
Roman Butler Fullerton & Co
Missouri
$1.58M +$34.1K +4,289 +2%
PAS
33
Park Avenue Securities
New York
$1.41M -$13.1K -1,645 -0.9%
KAS
34
Kestra Advisory Services
Texas
$1.35M +$1.2M +151,528 +1,196%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.23M +$1.19M +149,752 New
CK
36
Cohen Klingenstein
New York
$1.2M
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.13M -$404K -50,824 -27%
QC
38
Quantedge Capital
Singapore
$1.06M +$449K +56,500 +78%
CAN
39
Cetera Advisor Networks
California
$1.04M +$35.5K +4,469 +4%
PAG
40
Private Advisor Group
New Jersey
$1.03M -$10.4K -1,305 -1%
PIWA
41
Prevail Innovative Wealth Advisors
Kansas
$986K +$180K +22,631 +23%
CA
42
Claro Advisors
Massachusetts
$968K -$61.5K -7,742 -6%
FSA
43
Franklin Street Advisors
North Carolina
$905K
IAIM
44
International Assets Investment Management
Florida
$901K +$72K +9,070 +9%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$677K
SI
46
Saxon Interests
Texas
$676K +$1.81K +228 +0.3%
HighTower Advisors
47
HighTower Advisors
Illinois
$666K +$408K +51,368 +174%
DADC
48
D.A. Davidson & Co
Montana
$618K +$38.6K +4,862 +7%
Lido Advisors
49
Lido Advisors
California
$614K
CF
50
Centaurus Financial
California
$559K -$208K -26,185 -28%

ETW Hedge Fund Activity: Q1 2024 in Review

144 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2024, worth a combined $232M — up 3.2% from $225M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ETW and 15 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $15.6M.

  • 144 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2024, down from 145 in Q4 2023.
  • Funds reported $232M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $2.38M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2024.