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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

104 hedge funds and large institutions have $186M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

7% more funds holding

Funds holding: 97104 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

1.15% less ownership

Funds ownership: 18.45%17.3% (-1.1%)

14% less capital invested

Capital invested by funds: $216M → $186M (-$30.6M)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
29
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KC
51
Kingfisher Capital
North Carolina
$305K +$1.42K +135 +0.4%
BTS
52
BB&T Securities
Virginia
$273K
SWP
53
Stratos Wealth Partners
Ohio
$261K +$34.7K +3,297 +15%
FWM
54
Frontier Wealth Management
Missouri
$249K -$7.37K -700 -3%
PA
55
Pinnacle Associates
New York
$238K +$6.31K +600 +3%
HCM
56
Hollencrest Capital Management
California
$233K +$243K +23,100 New
KAM
57
Keeley Asset Management
Illinois
$212K +$4.66K +443 +2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$209K -$16.6K -1,578 -7%
CA
59
Cornerstone Advisory
Maryland
$201K -$22.4K -2,132 -10%
WKWM
60
Walter & Keenan Wealth Management
Indiana
$201K +$26.3K +2,500 +14%
CRC
61
Curi RMB Capital
Illinois
$199K +$208K +19,798 New
CAN
62
Cetera Advisor Networks
California
$190K -$58K -5,508 -23%
NPC
63
National Planning Corporation
California
$177K +$95 +9 +0.1%
RIA
64
Regal Investment Advisors
Michigan
$174K +$63.1K +6,000 +53%
GXMC
65
Global X Management Company
New York
$167K +$90.5K +8,600 +108%
Goldman Sachs
66
Goldman Sachs
New York
$150K +$157K +14,895 New
VC
67
Vicus Capital
Pennsylvania
$146K -$3.92K -373 -3%
TSS
68
Two Sigma Securities
New York
$145K +$151K +14,391 New
US Bancorp
69
US Bancorp
Minnesota
$141K
AG
70
Advisor Group
Arizona
$131K +$4.33K +411 +3%
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$128K +$1.64K +156 +1%
MFS
72
MSI Financial Services
Massachusetts
$124K -$52.3K -4,971 -29%
AS
73
Arxis Securities
New York
$116K +$122K +11,609 New
VWA
74
V Wealth Advisors
Kansas
$114K -$44.3K -4,206 -27%
EWM
75
Edge Wealth Management
New York
$111K

ETW Hedge Fund Activity: Q4 2016 in Review

104 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2016, worth a combined $186M — down 14% from $216M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETW positions and 13 closed out — a net gain of 9 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.24M. The largest seller was William Blair & Company, exiting entirely with an estimated $14.4M sold.

  • 104 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2016, up from 97 in Q3 2016.
  • Funds reported $186M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2016, down 14% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2016 and 13 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $2.24M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2016 was William Blair & Company, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2016.