Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
93 hedge funds and large institutions have $216M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 11 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 24
5% more capital invested
Capital invested by funds: $207M → $216M (+$9.53M)
0.1% more ownership
Funds ownership: 17.08% → 17.18% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 94 → 93 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$2.72M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.95M |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
+$901K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$799K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.07M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.07M |
| 3 |
Cohen & Steers
New York
|
-$999K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$915K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$582K |
ETW Hedge Fund Activity: Q3 2017 in Review
93 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 Q3 2017, worth a combined $216M — up 4.6% from $207M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ETW and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 39 added.
The largest buyer was Creative Planning, adding an estimated $2.72M. The largest seller was Invesco, cutting an estimated $3.07M.
- 93 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2017, down from 94 in Q2 2017.
- Funds reported $216M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2017, up 4.6% quarter-over-quarter.
- 10 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2017 and 11 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2017 was Creative Planning, an estimated $2.72M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2017 was Invesco, an estimated $3.07M sold.
Based on aggregated 13F filings for Q3 2017.