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ETW

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

96 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $186M → $201M (+$15.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more ownership

Funds ownership: 17.3% → 17.3% (+0%)

8% less funds holding

Funds holding: 104 → 96 (-8)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
96
Holders Change
-8
Holders Change %
-7.69%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.83M
2
CA
Cornerstone Advisory
Maryland
+$2.35M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.93M
4
UBS Group
UBS Group
Switzerland
+$1.1M
5
LPL Financial
LPL Financial
California
+$865K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$2.15M
2
NMC
Nine Masts Capital
Hong Kong
-$2.09M
3
OFG
OTA Financial Group
New York
-$1.27M
4
DA
Doliver Advisors
Texas
-$1.09M
5
Bank of America
Bank of America
North Carolina
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Pinnacle Associates
New York
$257K – – –
HCM
52
Hollencrest Capital Management
California
$252K – – –
KTA
53
Keeley-Teton Advisors
Illinois
$234K +$229K +21,451 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$229K +$2.81K +263 +1%
FFEC
55
First Financial Equity Corporation
Arizona
$224K +$220K +20,556 New
WKWM
56
Walter & Keenan Wealth Management
Indiana
$218K – – –
BTS
57
BB&T Securities
Virginia
$205K -$64K -5,984 -24%
RIA
58
Regal Investment Advisors
Michigan
$188K – – –
Creative Planning
59
Creative Planning
Kansas
$186K +$109K +10,200 +150%
NPC
60
National Planning Corporation
California
$177K -$2.47K -231 -1%
MML Investors Services
61
MML Investors Services
Massachusetts
$176K +$173K +16,153 New
VC
62
Vicus Capital
Pennsylvania
$159K +$652 +61 +0.4%
US Bancorp
63
US Bancorp
Minnesota
$150K -$1.6K -150 -1%
AG
64
Advisor Group
Arizona
$144K +$2.31K +216 +2%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$141K +$1.64K +153 +1%
PCP
66
Proficio Capital Partners
Massachusetts
$128K +$119K +11,110 New
VWA
67
V Wealth Advisors
Kansas
$124K +$289 +27 +0.2%
Goldman Sachs
68
Goldman Sachs
New York
$122K -$40K -3,741 -25%
RJT
69
Raymond James Trust
Florida
$121K +$118K +11,044 New
EWM
70
Edge Wealth Management
New York
$120K – – –
LP
71
LGL Partners
Pennsylvania
$110K – – –
Bank of New York Mellon
72
Bank of New York Mellon
New York
$110K +$108K +10,136 New
FHA
73
First Horizon Advisors
Tennessee
$109K +$21.4K +2,000 +25%
CWM
74
Concert Wealth Management
California
$108K – – –
DADC
75
D.A. Davidson & Co
Montana
$83K – – –
1 2
3
4 5

ETW Hedge Fund Activity: Q1 2017 in Review

96 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2017, worth a combined $201M — up 8.2% from $186M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ETW and 14 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Baird Financial Group, adding an estimated $2.83M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $2.15M sold.

  • 96 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2017, down from 104 in Q4 2016.
  • Funds reported $201M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2017, up 8.2% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2017 and 19 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2017 was Baird Financial Group, an estimated $2.83M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2017 was Laurion Capital Management, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2017.