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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

86 hedge funds and large institutions have $251M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $229M → $251M (+$21.6M)

1.92% more ownership

Funds ownership: 18.02%19.94% (+1.9%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 8886 (-2)

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
76
Dubuque Bank & Trust
Iowa
$13K +$12.8K +1,075 New
TRCT
77
Tower Research Capital (TRC)
New York
$13K +$13.1K +1,096 New
CPIG
78
Chicago Partners Investment Group
Illinois
$12K -$920 -77 -7%
GWM
79
Gupta Wealth Management
California
$10K
FWM
80
Focused Wealth Management
New York
$9K
CTB
81
Country Trust Bank
Illinois
$6K +$5.97K +500 New
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$5K
CHC
83
City Holding Co
West Virginia
$5K
HR
84
Howe & Rusling
New York
$4K
JIC
85
Joel Isaacson & Co
New York
$1K
NMIS
86
Northwestern Mutual Investment Services
Wisconsin
$1K +$991 +83 New
AWA
87
Arete Wealth Advisors
Illinois
-$711K -60,297 Closed
DA
88
Doliver Advisors
Texas
-$296K -24,940 Closed
MGAM
89
McGowan Group Asset Management
Texas
-$273K -23,001 Closed
FCI
90
Financial Counselors Inc
Kansas
-$119K -10,000 Closed
Bessemer Group
91
Bessemer Group
New Jersey
-$85K -7,105 Closed
GT
92
Glenmede Trust
Pennsylvania
-$76K -6,500 Closed
ST
93
Somerset Trust
Pennsylvania
-$22K -1,850 Closed
FCCM
94
First City Capital Management
Georgia
-$14.8K -1,250 Closed
RIA
95
Regal Investment Advisors
Michigan
-$5K -441 Closed

ETW Hedge Fund Activity: Q2 2015 in Review

86 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2015, worth a combined $251M — up 9.5% from $229M a quarter earlier.

Fund positioning in ETW was balanced in Q2 2015: 10 funds opened new positions, 10 closed out, 32 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $3.77M. The largest seller was LPL Financial, cutting an estimated $3.46M.

  • 86 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2015, down from 88 in Q1 2015.
  • Funds reported $251M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2015, up 9.5% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2015 and 10 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2015 was UBS Group, an estimated $3.77M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2015 was LPL Financial, an estimated $3.46M sold.

Based on aggregated 13F filings for Q2 2015.