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ETW

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

100 hedge funds and large institutions have $195M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

6% more funds holding

Funds holding: 94 → 100 (+6)

5% less capital invested

Capital invested by funds: $204M → $195M (-$9.48M)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

1.02% less ownership

Funds ownership: 16.22% → 15.2% (-1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$971K
2
ST
Spinnaker Trust
Maine
+$704K
3
LPL Financial
LPL Financial
California
+$642K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$540K
5
AG
Advisor Group
Arizona
+$505K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.53M
2
TPW
Tiller Private Wealth
Pennsylvania
-$5.51M
3
UIC
Uniplan Investment Counsel
Wisconsin
-$1.25M
4
Bank of America
Bank of America
North Carolina
-$953K
5
Ameriprise
Ameriprise
Minnesota
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
76
Mosaic Family Wealth
Missouri
$101K – – –
NMC
77
Nine Masts Capital
Hong Kong
$100K +$99.6K +8,300 New
FHA
78
First Horizon Advisors
Tennessee
$96K – – –
RFC
79
Regions Financial Corp
Alabama
$81K +$80.4K +6,700 New
US Bancorp
80
US Bancorp
Minnesota
$45K – – –
FPS
81
Fieldpoint Private Securities
Connecticut
$40K -$12K -1,000 -23%
TC
82
Trilogy Capital
California
$31K -$11.2K -935 -27%
AA
83
Ancora Advisors
Ohio
$30K +$30K +2,500 New
Bessemer Group
84
Bessemer Group
New Jersey
$24K – – –
SWM
85
SeaCrest Wealth Management
New York
$22K – – –
FHA
86
Flagship Harbor Advisors
Massachusetts
$19K – – –
S
87
SignatureFD
Georgia
$13K +$312 +26 +2%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$12K – – –
CB
89
Community Bank
New York
$12K – – –
WIM
90
Westside Investment Management
California
$12K – – –
CPIG
91
Chicago Partners Investment Group
Illinois
$11K – – –
KL
92
KWMG LLC
Kansas
$11K – – –
FWM
93
Focused Wealth Management
New York
$9K – – –
PCG
94
Private Capital Group
Connecticut
$9K – – –
PA
95
Parallel Advisors
California
$7K +$156 +13 +2%
GP
96
Girard Partners
Pennsylvania
$5K +$5.88K +490 New
FHB
97
First Hawaiian Bank
Hawaii
$4K +$3.72K +310 New
VFA
98
Valeo Financial Advisors
Indiana
$4K +$4.01K +334 New
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
CF
100
Centaurus Financial
California
– -$342K -28,970 Closed
1 2 3
4
5

ETW Hedge Fund Activity: Q3 2018 in Review

100 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2018, worth a combined $195M — down 4.6% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 6 closed out — a net gain of 7 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $971K. The largest seller was Morgan Stanley, cutting an estimated $8.53M.

  • 100 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2018, up from 94 in Q2 2018.
  • Funds reported $195M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2018, down 4.6% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2018 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2018 was Private Advisor Group, an estimated $971K added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2018 was Morgan Stanley, an estimated $8.53M sold.

Based on aggregated 13F filings for Q3 2018.