ETW

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

Overview Fund Activity

93 hedge funds and large institutions have $216M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
39
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$2.96M
2
Ameriprise
Ameriprise
Minnesota
$8.29M
3
OFG
OTA Financial Group
New York
$911K
4
UBS Group
UBS Group
Switzerland
$16.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.07M

Top Sellers

1
Invesco
Invesco
Georgia
$11.4M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$12.8M
3
Cohen & Steers
Cohen & Steers
New York
$4.26M
4
RJA
Raymond James & Associates
Florida
$8.87M
5
Wells Fargo
Wells Fargo
California
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$291K +$19K +1,600 +7%
PA
52
Pinnacle Associates
New York
$279K – – –
HCM
53
Hollencrest Capital Management
California
$274K – – –
KTA
54
Keeley-Teton Advisors
Illinois
$263K +$4.74K +401 +2%
AG
55
Advisor Group
Arizona
$257K +$49.9K +4,206 +24%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$250K +$250K +21,093 New
WKWM
57
Walter & Keenan Wealth Management
Indiana
$237K – – –
RIA
58
Regal Investment Advisors
Michigan
$204K – – –
NPC
59
National Planning Corporation
California
$195K +$1.15K +97 +0.6%
Goldman Sachs
60
Goldman Sachs
New York
$185K +$52.8K +4,453 +40%
DADC
61
D.A. Davidson & Co
Montana
$167K +$76.6K +6,490 +85%
VC
62
Vicus Capital
Pennsylvania
$163K +$532 +45 +0.3%
SMG
63
Spectrum Management Group
Indiana
$161K +$161K +13,600 New
M&T Bank
64
M&T Bank
New York
$159K -$11.1K -935 -7%
VF
65
Virtu Financial
New York
$159K +$159K +13,409 New
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$156K +$1.67K +141 +1%
Citadel Advisors
67
Citadel Advisors
Florida
$144K +$144K +12,181 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$139K +$139K +11,733 New
VWA
69
V Wealth Advisors
Kansas
$137K +$286 +24 +0.2%
William Blair & Company
70
William Blair & Company
Illinois
$137K +$137K +11,600 New
RJT
71
Raymond James Trust
Florida
$135K +$3.55K +298 +3%
EWM
72
Edge Wealth Management
New York
$130K – – –
LP
73
LGL Partners
Pennsylvania
$119K – – –
FHA
74
First Horizon Advisors
Tennessee
$118K – – –
MFW
75
Mosaic Family Wealth
Missouri
$110K +$52.3K +4,400 +90%
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3
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