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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

110 hedge funds and large institutions have $148M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

10% more funds holding

Funds holding: 100110 (+10)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

0.75% less ownership

Funds ownership: 15.2%14.44% (-0.75%)

24% less capital invested

Capital invested by funds: $195M → $148M (-$46.9M)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
31
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
Frontier Wealth Management
Missouri
$116K -$64.1K -6,000 -33%
SI
77
Stephens Inc
Arkansas
$112K -$2.95K -276 -2%
EWM
78
Edge Wealth Management
New York
$105K
VC
79
Vicus Capital
Pennsylvania
$102K +$4.31K +403 +4%
CAN
80
Cetera Advisor Networks
California
$102K +$113K +10,591 New
Northern Trust
81
Northern Trust
Illinois
$100K
CA
82
Cetera Advisors
Colorado
$99K -$24.5K -2,291 -18%
AWM
83
AE Wealth Management
Kansas
$99K +$111K +10,425 New
SS
84
Simplicity Solutions
Minnesota
$99K +$111K +10,425 New
SPIA
85
Steward Partners Investment Advisory
New York
$97K
GWM
86
Geneos Wealth Management
Colorado
$90K
IC
87
Inscription Capital
Texas
$89K +$100K +9,380 New
MFW
88
Mosaic Family Wealth
Missouri
$88K
SSB
89
Sandy Spring Bank
Maryland
$84K +$94.1K +8,800 New
RFC
90
Regions Financial Corp
Alabama
$64K
US Bancorp
91
US Bancorp
Minnesota
$27K -$9.51K -890 -24%
Bessemer Group
92
Bessemer Group
New Jersey
$19K
SWM
93
SeaCrest Wealth Management
New York
$17K
S
94
SignatureFD
Georgia
$11K +$299 +28 +3%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$10K
PA
96
Parallel Advisors
California
$10K +$5.55K +519 +89%
HCM
97
Highlander Capital Management
New Jersey
$10K +$11.2K +1,050 New
MOS
98
MGO One Seven
Ohio
$10K +$12.2K +1,138 New
WIM
99
Westside Investment Management
California
$9.53K
KL
100
KWMG LLC
Kansas
$9K

ETW Hedge Fund Activity: Q4 2018 in Review

110 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2018, worth a combined $148M — down 24% from $195M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETW positions and 15 closed out — a net gain of 10 holders — while 31 added to existing stakes and 31 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $1.69M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $9.63M sold.

  • 110 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2018, up from 100 in Q3 2018.
  • Funds reported $148M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2018, down 24% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2018 and 15 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2018 was Alpine Global Management, an estimated $1.69M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2018 was JP Morgan Private Wealth Advisors, an estimated $9.63M sold.

Based on aggregated 13F filings for Q4 2018.