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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

101 hedge funds and large institutions have $217M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

9% more funds holding

Funds holding: 93101 (+8)

0% more capital invested

Capital invested by funds: $216M → $217M (+$545K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 17.18%17.1% (-0.07%)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
33
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
76
Mosaic Family Wealth
Missouri
$110K
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109K +$17.3K +1,464 +19%
GWM
78
Geneos Wealth Management
Colorado
$97K +$84.2K +7,106 +659%
GT
79
Glenmede Trust
Pennsylvania
$94K
IWM
80
IHT Wealth Management
Illinois
$62K
FPS
81
Fieldpoint Private Securities
Connecticut
$51K
SPIA
82
Steward Partners Investment Advisory
New York
$51K +$29.6K +2,500 +139%
US Bancorp
83
US Bancorp
Minnesota
$44K +$10.5K +890 +31%
RAM
84
Riggs Asset Management
Pennsylvania
$42K
BWM
85
Baystate Wealth Management
Massachusetts
$37K
DPA
86
Delphi Private Advisors
California
$33K +$33.2K +2,800 New
RFC
87
Regions Financial Corp
Alabama
$27K +$27.2K +2,300 New
RFM
88
Royal Fund Management
Florida
$26K
Bessemer Group
89
Bessemer Group
New Jersey
$24K +$23.7K +2,000 New
SWM
90
SeaCrest Wealth Management
New York
$21K +$21.2K +1,790 New
MOS
91
MGO One Seven
Ohio
$15K +$14.5K +1,223 New
WIM
92
Westside Investment Management
California
$12.2K
BFEC
93
Benjamin F. Edwards & Company
Missouri
$12K
CPIG
94
Chicago Partners Investment Group
Illinois
$12K
CB
95
Community Bank
New York
$12K +$11.8K +1,000 New
FWM
96
Focused Wealth Management
New York
$9K +$2.96K +250 +47%
CTB
97
Country Trust Bank
Illinois
$8K +$7.7K +650 New
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$5K +$5.09K +430 New
AIS
99
Accurate Investment Solutions
Pennsylvania
$3K
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.31K +195 New

ETW Hedge Fund Activity: Q4 2017 in Review

101 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2017, worth a combined $217M — up 0.25% from $216M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETW positions and 12 closed out — a net gain of 8 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.22M. The largest seller was Morgan Stanley, cutting an estimated $3.39M.

  • 101 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $217M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2017, up 0.25% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2017 and 12 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2017 was Wells Fargo, an estimated $2.22M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2017 was Morgan Stanley, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2017.