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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

95 hedge funds and large institutions have $220M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

10% more funds holding

Funds holding: 8695 (+9)

0.59% less ownership

Funds ownership: 19.94%19.35% (-0.59%)

12% less capital invested

Capital invested by funds: $251M → $220M (-$30.2M)

Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Brookstone Capital Management
Illinois
$56K +$60.4K +5,195 New
NFG
77
Next Financial Group
Texas
$47K +$790 +68 +2%
Creative Planning
78
Creative Planning
Kansas
$47K +$50.7K +4,366 New
HDIM
79
Hanson & Doremus Investment Management
Vermont
$42K
RAM
80
Riggs Asset Management
Pennsylvania
$38K
WA
81
WFG Advisors
Texas
$37K
GXMC
82
Global X Management Company
New York
$31K +$34.2K +2,940 New
IWMPD
83
Integrated Wealth Management (Palm Desert)
California
$27K
LNB
84
Ledyard National Bank
$16K
DBT
85
Dubuque Bank & Trust
Iowa
$12K +$105 +9 +0.8%
CPIG
86
Chicago Partners Investment Group
Illinois
$11K
GWM
87
Gupta Wealth Management
California
$9K
FWM
88
Focused Wealth Management
New York
$8K
HR
89
Howe & Rusling
New York
$8K +$3.95K +340 +91%
BBPWM
90
Blue Bell Private Wealth Management
Pennsylvania
$4K
CHC
91
City Holding Co
West Virginia
$4K
HCM
92
Highlander Capital Management
New Jersey
$4K +$4.41K +380 New
JIC
93
Joel Isaacson & Co
New York
$1K
RIA
94
Regal Investment Advisors
Michigan
$1K +$1.16K +100 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11 +$12K +1,034 New
I
96
IberiaBank
Louisiana
-$213K -18,000 Closed
Bank of New York Mellon
97
Bank of New York Mellon
New York
-$182K -15,424 Closed
CI
98
CAZ Investments
Texas
-$140K -11,869 Closed
ACP
99
Aviance Capital Partners
Florida
-$137K -11,615 Closed
BRWM
100
B. Riley Wealth Management
Tennessee
-$18K -1,600 Closed

ETW Hedge Fund Activity: Q3 2015 in Review

95 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2015, worth a combined $220M — down 12% from $251M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETW positions and 7 closed out — a net gain of 10 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was Credit Suisse, adding an estimated $3.6M. The largest seller was Lazard Asset Management, cutting an estimated $9.56M.

  • 95 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2015, up from 86 in Q2 2015.
  • Funds reported $220M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2015, down 12% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2015 and 7 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2015 was Credit Suisse, an estimated $3.6M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2015 was Lazard Asset Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q3 2015.