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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

103 hedge funds and large institutions have $242M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

16% more funds holding

Funds holding: 89103 (+14)

0.23% more ownership

Funds ownership: 20.36%20.59% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $263M → $242M (-$21.7M)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
35
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
First Horizon Advisors
Tennessee
$88K
GT
77
Glenmede Trust
Pennsylvania
$70K
AIG
78
American International Group
New York
$68.8K -$26.2K -2,212 -26%
HDIM
79
Hanson & Doremus Investment Management
Vermont
$43K
DADC
80
D.A. Davidson & Co
Montana
$42K +$2.78K +235 +6%
RAM
81
Riggs Asset Management
Pennsylvania
$39K
Bessemer Group
82
Bessemer Group
New Jersey
$36K
ST
83
Somerset Trust
Pennsylvania
$20K
BRWM
84
B. Riley Wealth Management
Tennessee
$17K
MCM
85
Manchester Capital Management
Vermont
$17K +$17.8K +1,500 New
Creative Planning
86
Creative Planning
Kansas
$17K +$18.5K +1,562 New
SIA
87
Stancorp Investment Advisers
Oregon
$16K +$16.8K +1,415 New
WF
88
WealthTrust Fairport
Ohio
$15K +$16K +1,349 New
RIA
89
Regal Investment Advisors
Michigan
$14K +$272 +23 +2%
FCCM
90
First City Capital Management
Georgia
$13.8K +$14.8K +1,250 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$13K +$9.79K +827 +213%
BPBT
92
Boston Private Bank & Trust
Massachusetts
$11K
CFA
93
Carroll Financial Associates
North Carolina
$11K
CPIG
94
Chicago Partners Investment Group
Illinois
$11K +$11.8K +1,000 New
FWM
95
Focused Wealth Management
New York
$9K
RC
96
RegentAtlantic Capital
New Jersey
$5.51K +$5.92K +500 New
JIC
97
Joel Isaacson & Co
New York
$5K +$5.4K +456 New
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$4K
CHC
99
City Holding Co
West Virginia
$4K
HCM
100
Highlander Capital Management
New Jersey
$4K

ETW Hedge Fund Activity: Q4 2014 in Review

103 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2014, worth a combined $242M — down 8.3% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 5 closed out — a net gain of 16 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $4.62M. The largest seller was Valentine Capital Asset Management, exiting entirely with an estimated $4.14M sold.

  • 103 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2014, up from 89 in Q3 2014.
  • Funds reported $242M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2014, down 8.3% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2014 and 5 closed out, a net change of +16 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2014 was 1832 Asset Management, an estimated $4.62M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2014 was Valentine Capital Asset Management, an estimated $4.14M sold.

Based on aggregated 13F filings for Q4 2014.