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ETW

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

94 hedge funds and large institutions have $204M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

2% more funds holding

Funds holding: 92 → 94 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $205M → $204M (-$441K)

0.38% less ownership

Funds ownership: 16.6% → 16.22% (-0.38%)

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
33
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.78M
2
TA
Tiedemann Advisors
New York
+$1.05M
3
ASN
Advisory Services Network
Georgia
+$398K
4
Morgan Stanley
Morgan Stanley
New York
+$341K
5
CF
Centaurus Financial
California
+$340K

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$2.27M
2
Cohen & Steers
Cohen & Steers
New York
-$2.2M
3
UIC
Uniplan Investment Counsel
Wisconsin
-$1.44M
4
GC
Guggenheim Capital
Illinois
-$906K
5
TPW
Tiller Private Wealth
Pennsylvania
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$317K -$11.3K -965 -3%
MA
52
Mutual Advisors
Nebraska
$294K +$21.1K +1,800 +8%
DADC
53
D.A. Davidson & Co
Montana
$292K +$89.2K +7,600 +44%
KTA
54
Keeley-Teton Advisors
Illinois
$277K +$5.08K +433 +2%
HCM
55
Hollencrest Capital Management
California
$273K – – –
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$268K – – –
PA
57
PFG Advisors
Arizona
$260K +$75.6K +6,445 +41%
RIA
58
Regal Investment Advisors
Michigan
$204K -$8.51K -725 -4%
CRWM
59
Castle Rock Wealth Management
California
$181K – – –
WKWM
60
Walter & Keenan Wealth Management
Indiana
$177K – – –
QCIG
61
Quad-Cities Investment Group
Iowa
$171K +$3.68K +314 +2%
PA
62
Pinnacle Associates
New York
$160K – – –
RJT
63
Raymond James Trust
Florida
$150K – – –
SI
64
Stephens Inc
Arkansas
$143K +$142K +12,102 New
OC
65
Oppenheimer & Co
New York
$141K +$141K +11,984 New
VC
66
Vicus Capital
Pennsylvania
$138K +$434 +37 +0.3%
William Blair & Company
67
William Blair & Company
Illinois
$137K +$136K +11,600 New
VWA
68
V Wealth Advisors
Kansas
$131K +$305 +26 +0.2%
EWM
69
Edge Wealth Management
New York
$130K – – –
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123K +$5.36K +457 +5%
GWM
71
Geneos Wealth Management
Colorado
$114K – – –
MFW
72
Mosaic Family Wealth
Missouri
$109K – – –
FHA
73
First Horizon Advisors
Tennessee
$94K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$81K +$38.7K +3,300 +92%
CWA
75
Clarus Wealth Advisors
Arizona
$56K +$57.2K +4,873 New
1 2
3
4 5

ETW Hedge Fund Activity: Q2 2018 in Review

94 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2018, worth a combined $204M — down 0.22% from $205M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETW positions and 8 closed out — a net gain of 3 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $1.78M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $2.27M.

  • 94 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2018, up from 92 in Q1 2018.
  • Funds reported $204M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2018, down 0.22% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2018 and 8 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2018 was Bank of America, an estimated $1.78M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2018.