ETW

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

Overview Fund Activity

97 hedge funds and large institutions have $216M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
32
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$8.24M
2
Invesco
2
Invesco
Georgia
$15.7M
3
UBS Group
3
UBS Group
Switzerland
$11.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.46M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
FTI
2
Fiduciary Trust International
Massachusetts
$1.99M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
AAM
5
Advisors Asset Management
Colorado
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cornerstone Advisory
Maryland
$244K +$408 +37 +0.2%
KAM
52
Keeley Asset Management
Illinois
$226K +$4.61K +420 +2%
WKWM
53
Walter & Keenan Wealth Management
Indiana
$193K +$193K +17,500 New
MFS
54
MSI Financial Services
Massachusetts
$190K -$15.2K -1,381 -7%
NPC
55
National Planning Corporation
California
$174K -$1.03K -98 -0.6%
CA
56
Cetera Advisors
Colorado
$173K -$47.3K -4,250 -21%
VWA
57
V Wealth Advisors
Kansas
$172K +$5.24K +475 +3%
VC
58
Vicus Capital
Pennsylvania
$164K -$36.1K -3,281 -18%
US Bancorp
59
US Bancorp
Minnesota
$154K – – –
WSTAM
60
Wilbanks Smith & Thomas Asset Management
Virginia
$139K +$1.62K +147 +1%
AG
61
Advisor Group
Arizona
$137K +$15.1K +1,385 +12%
CWM
62
Concert Wealth Management
California
$129K -$11.1K -1,000 -8%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$128K +$5.52K +500 +5%
RIA
64
Regal Investment Advisors
Michigan
$124K +$124K +11,250 New
Millennium Management
65
Millennium Management
New York
$123K +$123K +11,200 New
EWM
66
Edge Wealth Management
New York
$121K – – –
LP
67
LGL Partners
Pennsylvania
$110K – – –
NFG
68
Next Financial Group
Texas
$99K -$47.3K -4,310 -32%
FHA
69
First Horizon Advisors
Tennessee
$88K – – –
GXMC
70
Global X Management Company
New York
$88K +$41K +3,717 +87%
VIA
71
Vantage Investment Advisors
Pennsylvania
$88K +$88K +7,990 New
DADC
72
D.A. Davidson & Co
Montana
$84K – – –
PCP
73
Proficio Capital Partners
Massachusetts
$77K -$261K -23,710 -77%
GT
74
Glenmede Trust
Pennsylvania
$76K – – –
Creative Planning
75
Creative Planning
Kansas
$75K -$51.1K -4,641 -41%
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3
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