We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

121 hedge funds and large institutions have $193M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 119121 (+2)

2% more capital invested

Capital invested by funds: $189M → $193M (+$3.75M)

0.79% less ownership

Funds ownership: 18.2%17.41% (-0.79%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
50
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
51
Eaton Vance Management
Massachusetts
$293K -$10.5K -1,064 -4%
CA
52
Cornerstone Advisory
Maryland
$279K -$51.3K -5,201 -16%
OC
53
Oppenheimer & Co
New York
$279K +$85.9K +8,697 +47%
DADC
54
D.A. Davidson & Co
Montana
$278K -$40K -4,049 -13%
KTA
55
Keeley-Teton Advisors
Illinois
$276K +$4.7K +476 +2%
IAIM
56
International Assets Investment Management
Florida
$275K +$135K +13,715 +100%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$272K +$146K +14,811 +128%
CAN
58
Claraphi Advisory Network
United States
$268K
TLCM
59
Twin Lakes Capital Management
California
$266K +$5.51K +558 +2%
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$245K +$6.91K +700 +3%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$242K +$98.7K +10,000 +74%
Creative Planning
62
Creative Planning
Kansas
$239K -$11.9K -1,210 -5%
D
63
Diversified
Delaware
$235K -$16.4K -1,661 -7%
QCIG
64
Quad-Cities Investment Group
Iowa
$231K +$221K +22,415 New
ASN
65
Advisory Services Network
Georgia
$209K +$10.1K +1,025 +5%
CCG
66
Capital CS Group
California
$206K -$497K -50,324 -72%
CB
67
Commerce Bank
Missouri
$187K +$179K +18,115 New
SFS
68
Sowell Financial Services
Arkansas
$185K +$207 +21 +0.1%
DC
69
Davenport & Co
Virginia
$184K
CG
70
CFO4Life Group
Texas
$180K +$3.74K +379 +2%
AWM
71
AE Wealth Management
Kansas
$179K +$36.9K +3,739 +27%
KWM
72
Kingsview Wealth Management
Oregon
$174K +$51.1K +5,178 +44%
SFS
73
Shaker Financial Services
Virginia
$170K -$1.81M -183,607 -92%
PHIMC
74
Private Harbour Investment Management & Counsel
Ohio
$159K -$51.3K -5,200 -25%
AAS
75
Avantax Advisory Services
Texas
$151K +$145K +14,642 New

ETW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2021, worth a combined $193M — up 2% from $189M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETW positions and 12 closed out — a net gain of 2 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47M. The largest seller was Heron Bay Capital Management, cutting an estimated $5.73M.

  • 121 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2021, up from 119 in Q4 2020.
  • Funds reported $193M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2021, up 2% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2021 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $2.47M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2021 was Heron Bay Capital Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2021.