ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

Overview Fund Activity

87 hedge funds and large institutions have $254M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
2.51%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
27
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Aviance Capital Management
Florida
+$18.6M
2
U
UBS
Switzerland
+$2.57M
3
GC
Guggenheim Capital
Illinois
+$1.55M
4
Cohen & Steers
Cohen & Steers
New York
+$683K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$523K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$11.1M
2
1CP
1607 Capital Partners
Virginia
-$4.87M
3
Invesco
Invesco
Georgia
-$2.06M
4
SG Americas Securities
SG Americas Securities
New York
-$1.92M
5
AAM
Advisors Asset Management
Colorado
-$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Baird
Wisconsin
$229K +$229K +18,965 New
OFG
52
OTA Financial Group
New York
$229K +$229K +19,002 New
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$212K -$8.25K -683 -4%
MA
54
MUFG Americas
New York
$211K – – –
CWM
55
Concert Wealth Management
California
$190K -$6.02K -500 -3%
RVP
56
Relative Value Partners
Illinois
$186K -$67.6K -5,597 -27%
HCM
57
Hollencrest Capital Management
California
$185K – – –
CAN
58
Cetera Advisor Networks
California
$166K +$736 +61 +0.4%
WIC
59
Whitegate Investment Counselors
New Hampshire
$166K +$166K +15,750 New
US Bancorp
60
US Bancorp
Minnesota
$163K +$1.01K +84 +0.6%
KFS
61
KMS Financial Services
Washington
$161K +$169 +14 +0.1%
BRWA
62
B. Riley Wealth Advisors
Florida
$150K +$5.56K +459 +4%
HTC
63
Haverford Trust Company
Pennsylvania
$146K +$146K +12,100 New
PI
64
Placemark Investments
Illinois
$138K +$11.9K +977 +9%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$137K +$137K +11,334 New
AIM
66
Allen Investment Management
New York
$126K +$126K +10,429 New
MFS
67
MSI Financial Services
Massachusetts
$113K +$35.7K +2,963 +46%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$106K +$104K +8,597 +6,878%
FHA
69
First Horizon Advisors
Tennessee
$97K – – –
GT
70
Glenmede Trust
Pennsylvania
$78K +$78K +6,500 New
AIG
71
American International Group
New York
$57.9K +$26.3K +2,172 +83%
HDIM
72
Hanson & Doremus Investment Management
Vermont
$47K – – –
Creative Planning
73
Creative Planning
Kansas
$40K +$24.5K +2,020 +159%
DADC
74
D.A. Davidson & Co
Montana
$28K – – –
Bessemer Group
75
Bessemer Group
New Jersey
$24K +$24K +2,000 New
1 2
3
4