We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

100 hedge funds and large institutions have $195M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

6% more funds holding

Funds holding: 94100 (+6)

5% less capital invested

Capital invested by funds: $204M → $195M (-$9.48M)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

1.02% less ownership

Funds ownership: 16.22%15.2% (-1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
29
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$308K -$15.3K -1,271 -5%
DADC
52
D.A. Davidson & Co
Montana
$303K +$6K +500 +2%
KTA
53
Keeley-Teton Advisors
Illinois
$288K +$5.15K +429 +2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$266K -$7.42K -618 -3%
PA
55
PFG Advisors
Arizona
$244K -$1.97K -164 -0.7%
HCM
56
Hollencrest Capital Management
California
$225K -$1.2K -100 -0.4%
FWM
57
Frontier Wealth Management
Missouri
$219K -$170K -14,200 -44%
CWA
58
Clarus Wealth Advisors
Arizona
$215K +$156K +13,012 +267%
TSS
59
Two Sigma Securities
New York
$187K +$186K +15,517 New
QCIG
60
Quad-Cities Investment Group
Iowa
$180K +$3.78K +315 +2%
CRWM
61
Castle Rock Wealth Management
California
$168K -$900 -75 -0.5%
PA
62
Pinnacle Associates
New York
$164K
RJT
63
Raymond James Trust
Florida
$152K -$504 -42 -0.3%
CA
64
Cetera Advisors
Colorado
$152K +$152K +12,676 New
SI
65
Stephens Inc
Arkansas
$145K -$360 -30 -0.2%
OC
66
Oppenheimer & Co
New York
$142K -$2.64K -220 -2%
William Blair & Company
67
William Blair & Company
Illinois
$140K
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$137K +$12K +1,001 +10%
VWA
69
V Wealth Advisors
Kansas
$133K +$312 +26 +0.2%
EWM
70
Edge Wealth Management
New York
$132K
Northern Trust
71
Northern Trust
Illinois
$126K +$126K +10,500 New
VC
72
Vicus Capital
Pennsylvania
$123K -$17.4K -1,449 -12%
SPIA
73
Steward Partners Investment Advisory
New York
$123K +$40.3K +3,360 +49%
GWM
74
Geneos Wealth Management
Colorado
$116K
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$114K +$113K +9,440 New

ETW Hedge Fund Activity: Q3 2018 in Review

100 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2018, worth a combined $195M — down 4.6% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 6 closed out — a net gain of 7 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $971K. The largest seller was Morgan Stanley, cutting an estimated $8.53M.

  • 100 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2018, up from 94 in Q2 2018.
  • Funds reported $195M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2018, down 4.6% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2018 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2018 was Private Advisor Group, an estimated $971K added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2018 was Morgan Stanley, an estimated $8.53M sold.

Based on aggregated 13F filings for Q3 2018.