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ETW

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

94 hedge funds and large institutions have $207M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $201M → $207M (+$6.03M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.22% less ownership

Funds ownership: 17.3% → 17.08% (-0.22%)

2% less funds holding

Funds holding: 96 → 94 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
37
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2M
2
UBS Group
UBS Group
Switzerland
+$1.63M
3
AAM
Advisors Asset Management
Colorado
+$1.14M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.1M
5
GC
Guggenheim Capital
Illinois
+$929K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.07M
2
Morgan Stanley
Morgan Stanley
New York
-$2.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.97M
4
FAAS
First Allied Advisory Services
California
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$994K
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
76
NewSquare Capital
Pennsylvania
$59K – – –
MFW
77
Mosaic Family Wealth
Missouri
$55K – – –
NFG
78
Next Financial Group
Texas
$44K +$11.3K +1,000 +34%
RAM
79
Riggs Asset Management
Pennsylvania
$41K – – –
BWM
80
Baystate Wealth Management
Massachusetts
$35K – – –
TWA
81
TCI Wealth Advisors
Arizona
$35K +$34.6K +3,050 New
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$16K +$13.6K +1,200 +600%
WIM
83
Westside Investment Management
California
$11.5K – – –
BFEC
84
Benjamin F. Edwards & Company
Missouri
$11K – – –
CPIG
85
Chicago Partners Investment Group
Illinois
$11K +$11.3K +1,000 New
FWM
86
Focused Wealth Management
New York
$9K – – –
GWM
87
Geneos Wealth Management
Colorado
$9K – – –
TRCT
88
Tower Research Capital (TRC)
New York
$8K +$7.93K +700 New
CHC
89
City Holding Co
West Virginia
$5K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$5K – – –
HCM
91
Highlander Capital Management
New Jersey
$4K – – –
AIS
92
Accurate Investment Solutions
Pennsylvania
$3K – – –
AWMS
93
Advocacy Wealth Management Services
Georgia
$3K – – –
IWM
94
IHT Wealth Management
Illinois
$188 – – –
Bank of Nova Scotia
95
Bank of Nova Scotia
Ontario, Canada
– -$1.97M -180,496 Closed
FAAS
96
First Allied Advisory Services
California
– -$1.11M -101,820 Closed
CWM
97
Concert Wealth Management
California
– -$108K -10,841 Closed
Bank of New York Mellon
98
Bank of New York Mellon
New York
– -$110K -10,136 Closed
FPS
99
Fieldpoint Private Securities
Connecticut
– -$47K -4,300 Closed
CTC
100
Central Trust Company
Missouri
– -$4K -400 Closed
1 2 3
4

ETW Hedge Fund Activity: Q2 2017 in Review

94 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2017, worth a combined $207M — up 3% from $201M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETW and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 37 added.

The largest buyer was Bank of America, adding an estimated $2M. The largest seller was LPL Financial, cutting an estimated $4.07M.

  • 94 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2017, down from 96 in Q1 2017.
  • Funds reported $207M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2017, up 3% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2017 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2017 was Bank of America, an estimated $2M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2017 was LPL Financial, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2017.