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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

106 hedge funds and large institutions have $167M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

1% more funds holding

Funds holding: 105106 (+1)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

0.1% less ownership

Funds ownership: 18.25%18.15% (-0.1%)

2% less capital invested

Capital invested by funds: $170M → $167M (-$3.03M)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
37
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
76
International Assets Investment Management
Florida
$117K -$16.3K -1,849 -12%
AWM
77
AE Wealth Management
Kansas
$114K +$9.76K +1,104 +9%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$112K -$12K -1,362 -9%
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$105K -$57K -6,446 -34%
Truist Financial
80
Truist Financial
North Carolina
$103K +$4.35K +492 +4%
SPA
81
Sentinel Pension Advisors
Massachusetts
$102K +$106K +12,000 New
UCFA
82
United Capital Financial Advisors
Texas
$101K +$3.36K +380 +3%
SFPG
83
Stonebridge Financial Planning Group
Florida
$99K -$44.2K -5,000 -30%
ACM
84
Ategra Capital Management
Virginia
$97.9K
KWM
85
Kingsview Wealth Management
Oregon
$97K -$1.73K -196 -2%
EWM
86
Edge Wealth Management
New York
$94K
SI
87
Stephens Inc
Arkansas
$92K -$3.33K -377 -3%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$89K +$6.78K +767 +8%
IWM
89
IHT Wealth Management
Illinois
$86K
JWM
90
Jeppson Wealth Management
California
$75K +$77.3K +8,750 New
US Bancorp
91
US Bancorp
Minnesota
$57K +$39K +4,415 +192%
EIP
92
Ellis Investment Partners
Pennsylvania
$56K +$1.41K +160 +2%
RG
93
Retirement Group
California
$48K
BAM
94
Bellevue Asset Management
Washington
$25K -$2.08K -235 -7%
CA
95
Clearstead Advisors
Ohio
$19K
GSWM
96
Golden State Wealth Management
California
$18K +$18.3K +2,068 New
Bessemer Group
97
Bessemer Group
New Jersey
$17K
S
98
SignatureFD
Georgia
$11K +$283 +32 +2%
Barclays
99
Barclays
United Kingdom
$11K +$10.3K +1,169 New
BFEC
100
Benjamin F. Edwards & Company
Missouri
$8K

ETW Hedge Fund Activity: Q3 2020 in Review

106 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2020, worth a combined $167M — down 1.8% from $170M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETW positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $1.82M. The largest seller was UBS Group, cutting an estimated $1.25M.

  • 106 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2020, up from 105 in Q2 2020.
  • Funds reported $167M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2020, down 1.8% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2020 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $1.82M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2020 was UBS Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2020.