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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

101 hedge funds and large institutions have $217M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

9% more funds holding

Funds holding: 93101 (+8)

0% more capital invested

Capital invested by funds: $216M → $217M (+$545K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 17.18%17.1% (-0.07%)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
33
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$286K -$958K -80,931 -78%
HCM
52
Hollencrest Capital Management
California
$275K
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$272K -$20.5K -1,730 -7%
KTA
54
Keeley-Teton Advisors
Illinois
$270K +$4.81K +406 +2%
MA
55
Mutual Advisors
Nebraska
$251K +$249K +21,064 New
FHA
56
Flagship Harbor Advisors
Massachusetts
$238K -$222K -18,769 -49%
WKWM
57
Walter & Keenan Wealth Management
Indiana
$238K
RIA
58
Regal Investment Advisors
Michigan
$206K
KA
59
Kovack Advisors
Florida
$205K +$204K +17,215 New
Millennium Management
60
Millennium Management
New York
$203K +$202K +17,020 New
CRWM
61
Castle Rock Wealth Management
California
$183K +$181K +15,325 New
HTC
62
Haverford Trust Company
Pennsylvania
$180K +$179K +15,075 New
DADC
63
D.A. Davidson & Co
Montana
$179K +$10.1K +850 +6%
PA
64
Pinnacle Associates
New York
$162K -$118K -10,000 -42%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$159K +$1.69K +143 +1%
PA
66
PFG Advisors
Arizona
$156K +$155K +13,117 New
Goldman Sachs
67
Goldman Sachs
New York
$155K -$31K -2,618 -17%
VC
68
Vicus Capital
Pennsylvania
$149K -$14.8K -1,247 -9%
Jane Street
69
Jane Street
New York
$146K +$145K +12,230 New
VWA
70
V Wealth Advisors
Kansas
$142K +$296 +25 +0.2%
MML Investors Services
71
MML Investors Services
Massachusetts
$142K +$141K +11,892 New
RJT
72
Raymond James Trust
Florida
$135K
EWM
73
Edge Wealth Management
New York
$131K
LP
74
LGL Partners
Pennsylvania
$120K
FHA
75
First Horizon Advisors
Tennessee
$119K

ETW Hedge Fund Activity: Q4 2017 in Review

101 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2017, worth a combined $217M — up 0.25% from $216M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETW positions and 12 closed out — a net gain of 8 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.22M. The largest seller was Morgan Stanley, cutting an estimated $3.39M.

  • 101 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $217M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2017, up 0.25% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2017 and 12 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2017 was Wells Fargo, an estimated $2.22M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2017 was Morgan Stanley, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2017.