ETW

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

Overview Fund Activity

103 hedge funds and large institutions have $220M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
35
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.15M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.87M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.76M
4
DA
4
Doliver Advisors
Texas
$1.82M
5
CS
5
Credit Suisse
Switzerland
$14.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$3.68M
2
UBS Group
2
UBS Group
Switzerland
$7.8M
3
UIC
3
Uniplan Investment Counsel
Wisconsin
$12.4M
4
EFS
4
Essex Financial Services
Connecticut
$214K
5
Wells Fargo
5
Wells Fargo
California
$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$107K +$58.2K +5,200 +119%
FHA
77
First Horizon Advisors
Tennessee
$90K – – –
DADC
78
D.A. Davidson & Co
Montana
$86K – – –
AIG
79
American International Group
New York
$83K +$5.69K +509 +7%
GT
80
Glenmede Trust
Pennsylvania
$77K – – –
MFW
81
Mosaic Family Wealth
Missouri
$63K +$63K +5,642 New
NFG
82
Next Financial Group
Texas
$55K +$5.26K +470 +11%
FNBT
83
FineMark National Bank & Trust
Florida
$51K +$51K +4,500 New
S
84
SignatureFD
Georgia
$50K +$50K +4,485 New
HDIM
85
Hanson & Doremus Investment Management
Vermont
$44K – – –
RAM
86
Riggs Asset Management
Pennsylvania
$40K – – –
GXMC
87
Global X Management Company
New York
$32K -$1.28K -113 -4%
IWM
88
Integrated Wealth Management
California
$28K – – –
AIA
89
Allegis Investment Advisors
Idaho
$18K +$18K +1,594 New
LNB
90
Ledyard National Bank
$17K – – –
CCS
91
Crosspoint Capital Strategies
California
$14K +$14K +1,292 New
DBT
92
Dubuque Bank & Trust
Iowa
$12K – – –
CPIG
93
Chicago Partners Investment Group
Illinois
$11K – – –
FWM
94
Focused Wealth Management
New York
$9K – – –
GWM
95
Gupta Wealth Management
California
$9K – – –
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$8.42K +$8.42K +750 New
BBPWM
97
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
HR
98
Howe & Rusling
New York
$4K -$4.41K -375 -52%
CHC
99
City Holding Co
West Virginia
$4K – – –
HCM
100
Highlander Capital Management
New Jersey
$4K – – –
1 2 3
4
5