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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

103 hedge funds and large institutions have $166M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0% more capital invested

Capital invested by funds: $166M → $166M (+$675K)

0.27% more ownership

Funds ownership: 15.76%16.04% (+0.27%)

5% less funds holding

Funds holding: 108103 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
36
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
76
Raymond James Trust
Florida
$120K
AWM
77
AE Wealth Management
Kansas
$118K -$1.93K -200 -2%
BRWA
78
B. Riley Wealth Advisors
Florida
$116K +$115K +11,919 New
CA
79
Cetera Advisors
Colorado
$115K -$22.1K -2,300 -16%
SI
80
Stephens Inc
Arkansas
$114K +$38 +4 +0%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$112K +$112K +11,594 New
UCFA
82
United Capital Financial Advisors
Texas
$110K
VWA
83
V Wealth Advisors
Kansas
$107K +$279 +29 +0.3%
EWM
84
Edge Wealth Management
New York
$106K
NFG
85
Next Financial Group
Texas
$100K +$100K +10,400 New
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$98K +$97.3K +10,110 New
Northern Trust
87
Northern Trust
Illinois
$97K
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$69K
RIA
89
Realta Investment Advisors
Delaware
$29K -$5.78K -600 -17%
US Bancorp
90
US Bancorp
Minnesota
$27K
CFG
91
Citizens Financial Group
Rhode Island
$27K +$27K +2,809 New
Bessemer Group
92
Bessemer Group
New Jersey
$19K
GSWM
93
Golden State Wealth Management
California
$18K +$404 +42 +2%
S
94
SignatureFD
Georgia
$12K +$250 +26 +2%
PA
95
Parallel Advisors
California
$11K
BFEC
96
Benjamin F. Edwards & Company
Missouri
$9K -$9.62K -1,000 -52%
GWM
97
Geneos Wealth Management
Colorado
$8K -$98.6K -10,250 -92%
FWM
98
Focused Wealth Management
New York
$8K
PCG
99
Private Capital Group
Connecticut
$5K -$2.94K -306 -37%
CTC
100
Central Trust Company
Missouri
$5K +$5.2K +540 New

ETW Hedge Fund Activity: Q3 2019 in Review

103 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2019, worth a combined $166M — up 0.41% from $166M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETW and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.14M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.19M sold.

  • 103 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2019, down from 108 in Q2 2019.
  • Funds reported $166M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2019, up 0.41% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2019 and 11 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $3.14M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2019 was Wolverine Asset Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2019.