We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

97 hedge funds and large institutions have $216M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $206M → $216M (+$10.4M)

1% more funds holding

Funds holding: 9697 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 18.61%18.45% (-0.16%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
32
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
76
Mosaic Family Wealth
Missouri
$54K -$8.41K -779 -14%
FNBT
77
FineMark National Bank & Trust
Florida
$50K
HDIM
78
Hanson & Doremus Investment Management
Vermont
$43K
WP
79
WealthPLAN Partners
Nebraska
$41.9K +$41.5K +3,844 New
RAM
80
Riggs Asset Management
Pennsylvania
$39K
IWMPD
81
Integrated Wealth Management (Palm Desert)
California
$28K
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K -$16.9K -1,562 -44%
LNB
83
Ledyard National Bank
$16K
BCI
84
Brinker Capital Investments
Pennsylvania
$14K +$13.4K +1,239 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$11K -$22.7K -2,100 -68%
CPIG
86
Chicago Partners Investment Group
Illinois
$11K
S
87
SignatureFD
Georgia
$10K -$22.8K -2,114 -70%
GBBWRPM
88
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K +$270 +25 +3%
JFA
89
JNBA Financial Advisors
Minnesota
$10K +$9.68K +896 New
FWM
90
Focused Wealth Management
New York
$9K
GWM
91
Geneos Wealth Management
Colorado
$9K
AWMS
92
Advocacy Wealth Management Services
Georgia
$6K -$10.8K -1,000 -65%
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$5K
CHC
94
City Holding Co
West Virginia
$4K
HCM
95
Highlander Capital Management
New Jersey
$4K
AIS
96
Accurate Investment Solutions
Pennsylvania
$3K
JIC
97
Joel Isaacson & Co
New York
$1K
Lazard Asset Management
98
Lazard Asset Management
New York
-$3.15M -303,293 Closed
Deutsche Bank
99
Deutsche Bank
Germany
-$1.98M -190,892 Closed
1832 Asset Management
100
1832 Asset Management
Ontario, Canada
-$1.83M -175,000 Closed

ETW Hedge Fund Activity: Q3 2016 in Review

97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2016, worth a combined $216M — up 5.1% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETW positions and 8 closed out — a net gain of 1 holder — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $5.31M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $3.15M sold.

  • 97 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2016, up from 96 in Q2 2016.
  • Funds reported $216M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2016, up 5.1% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2016 and 8 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2016 was Raymond James & Associates, an estimated $5.31M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2016 was Lazard Asset Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2016.