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ETW

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

88 hedge funds and large institutions have $229M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

2.57% less ownership

Funds ownership: 20.59% → 18.02% (-2.6%)

5% less capital invested

Capital invested by funds: $242M → $229M (-$12.5M)

15% less funds holding

Funds holding: 103 → 88 (-15)

65% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
88
Holders Change
-15
Holders Change %
-14.56%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
37
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$4.98M
2
Bank of America
Bank of America
North Carolina
+$2.97M
3
Morgan Stanley
Morgan Stanley
New York
+$1.11M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$873K
5
GC
Guggenheim Capital
Illinois
+$612K

Top Sellers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
-$20M
2
UBS Group
UBS Group
Switzerland
-$4.07M
3
IMS
Index Management Solutions
Pennsylvania
-$3.35M
4
DA
Doliver Advisors
Texas
-$2.62M
5
SFS
Shaker Financial Services
Virginia
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
51
M&T Bank
New York
$244K +$61.8K +5,307 +35%
Stifel Financial
52
Stifel Financial
Missouri
$234K +$12.5K +1,071 +6%
I
53
IberiaBank
Louisiana
$214K +$210K +18,000 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$183K -$2.15K -185 -1%
US Bancorp
55
US Bancorp
Minnesota
$180K – – –
HCM
56
Hollencrest Capital Management
California
$176K – – –
CAN
57
Cetera Advisor Networks
California
$175K – – –
MFS
58
MSI Financial Services
Massachusetts
$160K +$14.1K +1,210 +10%
VFS
59
VSR Financial Services
Kansas
$145K -$11.6K -1,000 -8%
ICOA
60
Investment Centers of America
North Dakota
$140K +$384 +33 +0.3%
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$140K +$1.36K +117 +1%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$132K – – –
FCI
63
Financial Counselors Inc
Kansas
$119K – – –
FHA
64
First Horizon Advisors
Tennessee
$95K – – –
Bessemer Group
65
Bessemer Group
New Jersey
$85K +$44.9K +3,855 +119%
AIG
66
American International Group
New York
$83.2K +$8.93K +767 +12%
GT
67
Glenmede Trust
Pennsylvania
$76K – – –
DADC
68
D.A. Davidson & Co
Montana
$75K +$29.1K +2,500 +65%
NFG
69
Next Financial Group
Texas
$51K +$50.2K +4,314 New
HDIM
70
Hanson & Doremus Investment Management
Vermont
$46K – – –
RAM
71
Riggs Asset Management
Pennsylvania
$42K – – –
WA
72
WFG Advisors
Texas
$41K -$237K -20,388 -86%
IWMPD
73
Integrated Wealth Management (Palm Desert)
California
$29K +$29.1K +2,500 New
ST
74
Somerset Trust
Pennsylvania
$22K – – –
BRWM
75
B. Riley Wealth Management
Tennessee
$18K – – –
1 2
3
4 5

ETW Hedge Fund Activity: Q1 2015 in Review

88 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2015, worth a combined $229M — down 5.2% from $242M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ETW and 7 opened new positions — a net loss of 13 holders — while 21 trimmed existing stakes and 37 added.

The largest buyer was Credit Suisse, adding an estimated $4.98M. The largest seller was Aviance Capital Management, exiting entirely with an estimated $20M sold.

  • 88 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2015, down from 103 in Q4 2014.
  • Funds reported $229M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2015, down 5.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2015 and 20 closed out, a net change of -13 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2015 was Credit Suisse, an estimated $4.98M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2015 was Aviance Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2015.