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ETW

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

104 hedge funds and large institutions have $186M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

7% more funds holding

Funds holding: 97 → 104 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

1.15% less ownership

Funds ownership: 18.45% → 17.3% (-1.1%)

14% less capital invested

Capital invested by funds: $216M → $186M (-$30.6M)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
29
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$2.24M
2
NMC
Nine Masts Capital
Hong Kong
+$2.19M
3
OFG
OTA Financial Group
New York
+$1.33M
4
FTI
Fiduciary Trust International
Massachusetts
+$1.25M
5
DA
Doliver Advisors
Texas
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$14.4M
2
Morgan Stanley
Morgan Stanley
New York
-$3.43M
3
Bank of America
Bank of America
North Carolina
-$3.37M
4
Invesco
Invesco
Georgia
-$1.34M
5
GC
Guggenheim Capital
Illinois
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
Concert Wealth Management
California
$108K -$8.42K -800 -7%
Northern Trust
77
Northern Trust
Illinois
$107K +$112K +10,667 New
LP
78
LGL Partners
Pennsylvania
$101K – – –
FHA
79
First Horizon Advisors
Tennessee
$88K – – –
DADC
80
D.A. Davidson & Co
Montana
$77K – – –
GT
81
Glenmede Trust
Pennsylvania
$70K – – –
Creative Planning
82
Creative Planning
Kansas
$69K – – –
IWM
83
IHT Wealth Management
Illinois
$52K +$53.8K +5,115 New
MFW
84
Mosaic Family Wealth
Missouri
$49K – – –
FNBT
85
FineMark National Bank & Trust
Florida
$45K – – –
RAM
86
Riggs Asset Management
Pennsylvania
$36K – – –
AA
87
Ancora Advisors
Ohio
$25K +$26.3K +2,500 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K – – –
ECM
89
Elgethun Capital Management
South Dakota
$17K +$18K +1,715 New
WIM
90
Westside Investment Management
California
$14.4K +$15.8K +1,500 New
JP Morgan Chase
91
JP Morgan Chase
New York
$14K +$15.1K +1,431 New
GBBWRPM
92
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K +$295 +28 +3%
BCMIO
93
Beacon Capital Management Inc (Ohio)
Ohio
$11K +$11.6K +1,100 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$10K – – –
CPIG
95
Chicago Partners Investment Group
Illinois
$10K – – –
FWM
96
Focused Wealth Management
New York
$8K – – –
GWM
97
Geneos Wealth Management
Colorado
$8K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$5K +$5.26K +500 New
CHC
99
City Holding Co
West Virginia
$4K – – –
HCM
100
Highlander Capital Management
New Jersey
$4K – – –
1 2 3
4
5

ETW Hedge Fund Activity: Q4 2016 in Review

104 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2016, worth a combined $186M — down 14% from $216M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETW positions and 13 closed out — a net gain of 9 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.24M. The largest seller was William Blair & Company, exiting entirely with an estimated $14.4M sold.

  • 104 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2016, up from 97 in Q3 2016.
  • Funds reported $186M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2016, down 14% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2016 and 13 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $2.24M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2016 was William Blair & Company, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2016.