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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

103 hedge funds and large institutions have $166M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0% more capital invested

Capital invested by funds: $166M → $166M (+$675K)

0.27% more ownership

Funds ownership: 15.76%16.04% (+0.27%)

5% less funds holding

Funds holding: 108103 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
36
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
51
Keeley-Teton Advisors
Illinois
$250K +$4.57K +475 +2%
MA
52
Mutual Advisors
Nebraska
$248K +$4.19K +435 +2%
EFSCE
53
Enterprise Financial Services Corp (EFSC)
Missouri
$247K +$356 +37 +0.1%
CAN
54
Claraphi Advisory Network
United States
$230K +$118K +12,249 +106%
HCM
55
Hollencrest Capital Management
California
$222K
CF
56
Centaurus Financial
California
$217K -$14.6K -1,517 -6%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$215K +$1.93K +200 +0.9%
SPIA
58
Steward Partners Investment Advisory
New York
$215K +$101K +10,450 +88%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$210K -$9.52K -989 -4%
EVM
60
Eaton Vance Management
Massachusetts
$200K
BTS
61
BB&T Securities
Virginia
$196K -$26.2K -2,725 -12%
WS
62
Wedbush Securities
California
$192K
QCIG
63
Quad-Cities Investment Group
Iowa
$192K +$4.06K +422 +2%
AIC
64
Ameritas Investment Company
Nebraska
$191K +$190K +19,766 New
CWA
65
Clarus Wealth Advisors
Arizona
$178K +$3.86K +401 +2%
COLIM
66
City of London Investment Management
United Kingdom
$174K
PA
67
PFG Advisors
Arizona
$171K -$2.1K -218 -1%
RIA
68
Regal Investment Advisors
Michigan
$169K
CRWM
69
Castle Rock Wealth Management
California
$153K
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$151K +$7.88K +819 +6%
ACM
71
Ategra Capital Management
Virginia
$149K
CAN
72
Cetera Advisor Networks
California
$138K +$67 +7 +0%
OC
73
Oppenheimer & Co
New York
$136K -$558 -58 -0.4%
IWM
74
IHT Wealth Management
Illinois
$128K
PA
75
Pinnacle Associates
New York
$126K

ETW Hedge Fund Activity: Q3 2019 in Review

103 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2019, worth a combined $166M — up 0.41% from $166M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETW and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.14M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.19M sold.

  • 103 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2019, down from 108 in Q2 2019.
  • Funds reported $166M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2019, up 0.41% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2019 and 11 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $3.14M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2019 was Wolverine Asset Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2019.