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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

80 hedge funds and large institutions have $251M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

4% more funds holding

Funds holding: 7780 (+3)

1% more capital invested

Capital invested by funds: $248M → $251M (+$2.99M)

1.04% less ownership

Funds ownership: 20.5%19.46% (-1%)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
32
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$221K -$184K -15,565 -46%
MA
52
MUFG Americas
New York
$211K +$188K +15,857 +991%
CWM
53
Concert Wealth Management
California
$196K +$193K +16,280 New
RIM
54
Reliant Investment Management
Tennessee
$188K +$183K +15,500 New
HCM
55
Hollencrest Capital Management
California
$185K +$181K +15,326 New
CAN
56
Cetera Advisor Networks
California
$165K +$4.92K +416 +3%
US Bancorp
57
US Bancorp
Minnesota
$162K -$7.31K -618 -4%
KFS
58
KMS Financial Services
Washington
$161K +$154 +13 +0.1%
Goldman Sachs
59
Goldman Sachs
New York
$152K -$132K -11,132 -47%
BRWA
60
B. Riley Wealth Advisors
Florida
$144K -$48.7K -4,119 -26%
PP
61
Paloma Partners
Connecticut
$137K +$134K +11,297 New
PI
62
Placemark Investments
Illinois
$125K +$123K +10,382 New
FHA
63
First Horizon Advisors
Tennessee
$97K
MFS
64
MSI Financial Services
Massachusetts
$78K
HDIM
65
Hanson & Doremus Investment Management
Vermont
$47K
AIG
66
American International Group
New York
$31.6K -$13.8K -1,165 -31%
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$30K +$29.2K +2,466 New
DADC
68
D.A. Davidson & Co
Montana
$28K -$23.7K -2,000 -46%
ASN
69
Advisory Services Network
Georgia
$25K +$24K +2,030 New
ST
70
Somerset Trust
Pennsylvania
$22K +$21.9K +1,850 New
RIA
71
Regal Investment Advisors
Michigan
$19K -$970 -82 -5%
Creative Planning
72
Creative Planning
Kansas
$15K +$9.16K +774 +155%
BPBT
73
Boston Private Bank & Trust
Massachusetts
$12K
M&T Bank
74
M&T Bank
New York
$12K
CFA
75
Carroll Financial Associates
North Carolina
$11K +$11K +927 +4,030%

ETW Hedge Fund Activity: Q4 2013 in Review

80 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2013, worth a combined $251M — up 1.2% from $248M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Insight 2811 Inc, opening a new position worth an estimated $3.08M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $7.2M sold.

  • 80 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2013, up from 77 in Q3 2013.
  • Funds reported $251M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2013, up 1.2% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2013 and 8 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2013 was Insight 2811 Inc, an estimated $3.08M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2013 was Rivernorth Capital Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2013.