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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

143 hedge funds and large institutions have $219M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

1.66% less ownership

Funds ownership: 26.27%24.61% (-1.7%)

3% less funds holding

Funds holding: 148143 (-5)

6% less capital invested

Capital invested by funds: $233M → $219M (-$14M)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
55
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$454K -$1.61M -193,516 -79%
CWM
52
Centurion Wealth Management
Virginia
$450K +$430K +51,810 New
DWM
53
Dakota Wealth Management
Florida
$445K +$3.32K +400 +0.8%
AFG
54
Atomi Financial Group
New York
$428K +$1.05K +127 +0.3%
Calamos Advisors
55
Calamos Advisors
Illinois
$413K -$6.25K -752 -2%
CA
56
Cornerstone Advisors
North Carolina
$405K -$12.4M -1,492,758 -97%
AC
57
Avory & Company
Florida
$397K
CF
58
Centaurus Financial
California
$393K +$22.8K +2,741 +6%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$391K
SPIA
60
Steward Partners Investment Advisory
New York
$385K +$15K +1,805 +4%
Citigroup
61
Citigroup
New York
$345K -$29.9K -3,598 -8%
Creative Planning
62
Creative Planning
Kansas
$344K +$822 +99 +0.3%
Walleye Capital
63
Walleye Capital
New York
$342K +$327K +39,352 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$339K -$1.01K -122 -0.3%
SI
65
Saxon Interests
Texas
$318K -$260K -31,313 -46%
AAS
66
Avantax Advisory Services
Texas
$316K +$15.8K +1,898 +6%
TLCM
67
Twin Lakes Capital Management
California
$303K +$6.72K +809 +2%
NAS
68
NWF Advisory Services
California
$294K -$17.8K -2,141 -6%
CAC
69
Certified Advisory Corp
Florida
$285K -$10.6K -1,276 -4%
FPAS
70
Focus Partners Advisor Solutions
Missouri
$281K +$269K +32,385 New
IFG
71
Independent Financial Group
California
$280K -$156K -18,767 -37%
RCM
72
Robinson Capital Management
Michigan
$270K +$263K +31,668 New
KTA
73
Keeley-Teton Advisors
Illinois
$269K
JCM
74
Jacobi Capital Management
Pennsylvania
$265K +$3.84K +462 +2%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$259K +$4.95K +596 +2%

ETW Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2024, worth a combined $219M — down 6% from $233M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ETW and 12 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 55 added.

The largest buyer was International Assets Investment Management, adding an estimated $9.28M. The largest seller was Cornerstone Advisors, cutting an estimated $12.4M.

  • 143 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2024, down from 148 in Q2 2024.
  • Funds reported $219M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2024, down 6% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2024 and 15 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $9.28M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.