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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

145 hedge funds and large institutions have $225M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $196M → $225M (+$28.4M)

3% more ownership

Funds ownership: 23.88%26.88% (+3%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 145145 (0)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
53
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$517K +$265K +35,044 +111%
AWS
52
Atria Wealth Solutions
New York
$510K -$344K -45,436 -41%
JPLA
53
Joseph P. Lucia & Associates
New York
$510K -$10.5K -1,384 -2%
DWM
54
Dakota Wealth Management
Florida
$410K +$19.4K +2,565 +5%
AAS
55
Avantax Advisory Services
Texas
$409K -$22.2K -2,937 -5%
SWM
56
Spire Wealth Management
Virginia
$406K +$8.97K +1,186 +2%
CWM
57
Centurion Wealth Management
Virginia
$403K +$8.97K +1,186 +2%
Stifel Financial
58
Stifel Financial
Missouri
$366K -$72.3K -9,556 -17%
AC
59
Avory & Company
Florida
$355K -$3.4K -450 -1%
JWCA
60
J.W. Cole Advisors
Florida
$354K -$7.68K -1,015 -2%
CP
61
Camelot Portfolios
Ohio
$353K +$343K +45,400 New
FLPIM
62
F.L. Putnam Investment Management
Massachusetts
$350K
Walleye Capital
63
Walleye Capital
New York
$344K -$51.6K -6,820 -13%
Creative Planning
64
Creative Planning
Kansas
$337K +$4.54K +600 +1%
AFG
65
Atomi Financial Group
New York
$334K -$9.85K -1,302 -3%
OC
66
Oppenheimer & Co
New York
$324K +$30.3K +4,007 +11%
CAC
67
Certified Advisory Corp
Florida
$309K -$27.3K -3,608 -8%
WAM
68
Weiss Asset Management
Massachusetts
$299K +$292K +38,532 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$296K +$193K +25,566 +205%
NAS
70
NWF Advisory Services
California
$287K -$19.8K -2,620 -7%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$281K +$36.1K +4,772 +15%
SPIA
72
Steward Partners Investment Advisory
New York
$281K
SBIA
73
Sheaff Brock Investment Advisors
Indiana
$267K
KC
74
Kingfisher Capital
North Carolina
$261K +$4.96K +656 +2%
BRWA
75
B. Riley Wealth Advisors
Florida
$259K +$17.7K +2,334 +8%

ETW Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2023, worth a combined $225M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETW positions and 14 closed out — a net gain of 1 holder — while 53 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.61M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $225M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2023 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2023 was Commonwealth Equity Services, an estimated $7.61M sold.

Based on aggregated 13F filings for Q4 2023.