ETW

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

Overview Fund Activity

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
Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
2.66%
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
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$12.6M
2
EFS
2
Essex Financial Services
Connecticut
$1.24M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.9M
4
UBS Group
4
UBS Group
Switzerland
$12.2M
5
VCAM
5
Valentine Capital Asset Management
California
$895K

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$12.3M
2
Invesco
2
Invesco
Georgia
$11.7M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$2.68M
4
UIC
4
Uniplan Investment Counsel
Wisconsin
$13.4M
5
LPL Financial
5
LPL Financial
California
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
Brookstone Capital Management
Illinois
$56K +$56K +5,195 New
NFG
77
Next Financial Group
Texas
$47K +$719 +68 +2%
Creative Planning
78
Creative Planning
Kansas
$47K +$47K +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 +$31K +2,940 New
IWM
83
Integrated Wealth Management
California
$27K – – –
LNB
84
Ledyard National Bank
$16K – – –
DBT
85
Dubuque Bank & Trust
Iowa
$12K +$100 +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 +$3.8K +340 +91%
CHC
90
City Holding Co
West Virginia
$4K – – –
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
HCM
92
Highlander Capital Management
New Jersey
$4K +$4K +380 New
JIC
93
Joel Isaacson & Co
New York
$1K – – –
RIA
94
Regal Investment Advisors
Michigan
$1K +$1K +100 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11 +$11 +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
1 2 3
4
5