We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

87 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $254M → $282M (+$28.3M)

1.13% more ownership

Funds ownership: 19.69%20.82% (+1.1%)

0% more funds holding

Funds holding: 8787 (0)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
38
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
76
B. Riley Wealth Management
Tennessee
$15K +$12.5K +1,000 +500%
BPBT
77
Boston Private Bank & Trust
Massachusetts
$13K
M&T Bank
78
M&T Bank
New York
$13K
CFA
79
Carroll Financial Associates
North Carolina
$12K
FWM
80
Focused Wealth Management
New York
$10K
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$5K
CHC
82
City Holding Co
West Virginia
$5K
HR
83
Howe & Rusling
New York
$5K
HCM
84
Highlander Capital Management
New Jersey
$4.85K
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$2K -$107K -8,597 -99%
NES
86
New England Securities
New York
$2K +$1.62K +130 New
GSC
87
Ground Swell Capital
South Carolina
$1K +$1.25K +100 New
1CP
88
1607 Capital Partners
Virginia
-$921K -76,112 Closed
AQR Capital Management
89
AQR Capital Management
Connecticut
-$583K -48,157 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
-$523K -43,232 Closed
B
91
Baird
Wisconsin
-$229K -18,965 Closed
RVP
92
Relative Value Partners
Illinois
-$186K -15,410 Closed
HTC
93
Haverford Trust Company
Pennsylvania
-$146K -12,100 Closed
WSTAM
94
Wilbanks Smith & Thomas Asset Management
Virginia
-$137K -11,334 Closed
AIM
95
Allen Investment Management
New York
-$126K -10,429 Closed
Creative Planning
96
Creative Planning
Kansas
-$40K -3,294 Closed

ETW Hedge Fund Activity: Q2 2014 in Review

87 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2014, worth a combined $282M — up 11% from $254M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETW positions and 9 closed out — a net gain of 2 holders — while 38 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $7.81M. The largest seller was Advisors Asset Management, cutting an estimated $2.84M.

  • 87 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $282M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2014, up 11% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2014 and 9 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2014 was Bank of America, an estimated $7.81M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2014 was Advisors Asset Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2014.