ETW

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

Overview Fund Activity

95 hedge funds and large institutions have $220M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
36
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$12.6M
2
EFS
2
Essex Financial Services
Connecticut
$1.24M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.9M
4
UBS Group
4
UBS Group
Switzerland
$12.2M
5
VCAM
5
Valentine Capital Asset Management
California
$895K

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$12.3M
2
Invesco
2
Invesco
Georgia
$11.7M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$2.68M
4
UIC
4
Uniplan Investment Counsel
Wisconsin
$13.4M
5
LPL Financial
5
LPL Financial
California
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$241K -$16.9K -1,580 -7%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$237K +$237K +22,216 New
NPC
53
National Planning Corporation
California
$228K -$12.1K -1,012 -5%
SWP
54
Stratos Wealth Partners
Ohio
$222K -$64.6K -6,036 -23%
M&T Bank
55
M&T Bank
New York
$220K – – –
BTS
56
BB&T Securities
Virginia
$218K – – –
Stifel Financial
57
Stifel Financial
Missouri
$210K +$3.75K +350 +2%
US Bancorp
58
US Bancorp
Minnesota
$210K +$48.4K +4,535 +30%
Goldman Sachs
59
Goldman Sachs
New York
$192K +$192K +17,978 New
CAN
60
Cetera Advisor Networks
California
$180K +$22.9K +2,150 +15%
ICOA
61
Investment Centers of America
North Dakota
$178K +$21K +1,982 +13%
HCM
62
Hollencrest Capital Management
California
$158K – – –
CWM
63
Concert Wealth Management
California
$141K +$13.5K +1,261 +11%
MFS
64
MSI Financial Services
Massachusetts
$138K +$171 +16 +0.1%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$130K +$2.82K +263 +2%
VC
66
Vicus Capital
Pennsylvania
$126K +$126K +11,762 New
RFC
67
Regions Financial Corp
Alabama
$125K +$125K +11,700 New
Neuberger Berman Group
68
Neuberger Berman Group
New York
$119K – – –
VKH
69
Virtu KCG Holdings
New York
$112K +$112K +10,457 New
BRWA
70
B. Riley Wealth Advisors
Florida
$109K +$109K +10,163 New
FHA
71
First Horizon Advisors
Tennessee
$86K – – –
DADC
72
D.A. Davidson & Co
Montana
$81K +$3.17K +300 +4%
AIG
73
American International Group
New York
$74K +$107 +10 +0.1%
TRCT
74
Tower Research Capital (TRC)
New York
$74K +$62.4K +5,868 +535%
GT
75
Glenmede Trust
Pennsylvania
$74K +$74K +6,995 New
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3
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