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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

94 hedge funds and large institutions have $207M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $201M → $207M (+$6.03M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 17.3%17.08% (-0.22%)

2% less funds holding

Funds holding: 9694 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
37
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
51
Keeley-Teton Advisors
Illinois
$249K +$4.57K +403 +2%
JCM
52
Jacobi Capital Management
Pennsylvania
$240K +$236K +20,798 New
WKWM
53
Walter & Keenan Wealth Management
Indiana
$228K
AG
54
Advisor Group
Arizona
$199K +$48.4K +4,274 +32%
RIA
55
Regal Investment Advisors
Michigan
$196K
Creative Planning
56
Creative Planning
Kansas
$193K -$567 -50 -0.3%
NPC
57
National Planning Corporation
California
$188K +$1.1K +97 +0.6%
NMC
58
Nine Masts Capital
Hong Kong
$188K +$187K +16,500 New
MML Investors Services
59
MML Investors Services
Massachusetts
$184K -$227 -20 -0.1%
M&T Bank
60
M&T Bank
New York
$162K -$378K -33,357 -70%
VC
61
Vicus Capital
Pennsylvania
$156K -$9.46K -835 -6%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$148K +$1.61K +142 +1%
Millennium Management
63
Millennium Management
New York
$144K +$144K +12,686 New
BTS
64
BB&T Securities
Virginia
$137K -$76.3K -6,730 -36%
PCP
65
Proficio Capital Partners
Massachusetts
$134K +$2.32K +205 +2%
VWA
66
V Wealth Advisors
Kansas
$131K +$283 +25 +0.2%
Goldman Sachs
67
Goldman Sachs
New York
$127K
RJT
68
Raymond James Trust
Florida
$126K
EWM
69
Edge Wealth Management
New York
$125K
US Bancorp
70
US Bancorp
Minnesota
$122K -$35.1K -3,100 -22%
FHA
71
First Horizon Advisors
Tennessee
$114K
LP
72
LGL Partners
Pennsylvania
$114K
DADC
73
D.A. Davidson & Co
Montana
$87K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K +$64.2K +5,668 +284%
GT
75
Glenmede Trust
Pennsylvania
$76K

ETW Hedge Fund Activity: Q2 2017 in Review

94 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2017, worth a combined $207M — up 3% from $201M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETW and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 37 added.

The largest buyer was Bank of America, adding an estimated $2M. The largest seller was LPL Financial, cutting an estimated $4.07M.

  • 94 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2017, down from 96 in Q1 2017.
  • Funds reported $207M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2017, up 3% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2017 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2017 was Bank of America, an estimated $2M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2017 was LPL Financial, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2017.