ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

Overview Fund Activity

89 hedge funds and large institutions have $263M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
40
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCAM
Valentine Capital Asset Management
California
+$4.14M
2
ACM
Aviance Capital Management
Florida
+$2.46M
3
GC
Guggenheim Capital
Illinois
+$2.09M
4
Bank of America
Bank of America
North Carolina
+$1.4M
5
U
UBS
Switzerland
+$1.11M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$10.9M
2
Invesco
Invesco
Georgia
-$2.61M
3
Wells Fargo
Wells Fargo
California
-$1.45M
4
SG Americas Securities
SG Americas Securities
New York
-$1.42M
5
Morgan Stanley
Morgan Stanley
New York
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Next Financial Group
Texas
$24K – – –
ST
77
Somerset Trust
Pennsylvania
$22K – – –
BRWM
78
B. Riley Wealth Management
Tennessee
$19K +$4.75K +400 +33%
RIA
79
Regal Investment Advisors
Michigan
$15K -$1.43K -121 -9%
BPBT
80
Boston Private Bank & Trust
Massachusetts
$12K – – –
CFA
81
Carroll Financial Associates
North Carolina
$11K – – –
FWM
82
Focused Wealth Management
New York
$10K – – –
CHC
83
City Holding Co
West Virginia
$5K – – –
HR
84
Howe & Rusling
New York
$5K – – –
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$5K +$3.39K +263 +210%
HCM
87
Highlander Capital Management
New Jersey
$4.62K – – –
NES
88
New England Securities
New York
$2K – – –
W
89
Wealthfront
California
$2K +$2K +147 New
SCM
90
Stonebridge Capital Management
California
– -$204K -16,000 Closed
Citadel Advisors
91
Citadel Advisors
Florida
– -$174K -13,660 Closed
FCCM
92
First City Capital Management
Georgia
– -$16K -1,250 Closed
GSC
93
Ground Swell Capital
South Carolina
– -$1K -100 Closed
1 2 3
4