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ETW

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

121 hedge funds and large institutions have $193M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 119 → 121 (+2)

2% more capital invested

Capital invested by funds: $189M → $193M (+$3.75M)

0.79% less ownership

Funds ownership: 18.2% → 17.41% (-0.79%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
50
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.47M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.43M
3
RJA
Raymond James & Associates
Florida
+$1.41M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$656K
5
CF
Centaurus Financial
California
+$476K

Top Sellers

Rank Fund Capital Flow
1
HBCM
Heron Bay Capital Management
Michigan
-$5.73M
2
Morgan Stanley
Morgan Stanley
New York
-$2.98M
3
LCM
Landscape Capital Management
New Jersey
-$2.15M
4
SFS
Shaker Financial Services
Virginia
-$1.81M
5
Ameriprise
Ameriprise
Minnesota
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Cetera Advisors
Colorado
$145K +$2.59K +262 +2%
HWAM
77
Hennion & Walsh Asset Management
New Jersey
$142K +$136K +13,744 New
SWM
78
Spire Wealth Management
Virginia
$141K +$137K +13,845 New
WS
79
Wedbush Securities
California
$136K +$740 +75 +0.6%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$129K -$5.8K -588 -4%
ACM
81
Ategra Capital Management
Virginia
$129K +$9.84K +997 +9%
VWA
82
V Wealth Advisors
Kansas
$127K +$632 +64 +0.5%
WWM
83
Western Wealth Management
Colorado
$120K -$64.2K -6,500 -36%
Comerica Bank
84
Comerica Bank
Texas
$115K -$247K -24,975 -70%
EWM
85
Edge Wealth Management
New York
$114K – – –
SI
86
Stephens Inc
Arkansas
$109K -$2.55K -258 -2%
Truist Financial
87
Truist Financial
North Carolina
$107K +$3.65K +370 +4%
HIA
88
Harbor Investment Advisory
Maryland
$105K +$101K +10,216 New
IWM
89
IHT Wealth Management
Illinois
$104K – – –
APWA
90
Atlas Private Wealth Advisors
New Jersey
$75K – – –
EFSCE
91
Enterprise Financial Services Corp (EFSC)
Missouri
$73K +$20 +2 +0%
EIP
92
Ellis Investment Partners
Pennsylvania
$71K +$1.48K +150 +2%
US Bancorp
93
US Bancorp
Minnesota
$69K – – –
RG
94
Retirement Group
California
$62K +$3.06K +310 +5%
AIC
95
Ameritas Investment Company
Nebraska
$45.6K -$138K -13,973 -76%
FPS
96
Fieldpoint Private Securities
Connecticut
$34K – – –
HNB
97
Huntington National Bank
Ohio
$31K – – –
BFEC
98
Benjamin F. Edwards & Company
Missouri
$30K +$19.7K +2,000 +217%
CA
99
Clearstead Advisors
Ohio
$24K – – –
BAM
100
Bellevue Asset Management
Washington
$23K – – –
2 3
4
5 6

ETW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2021, worth a combined $193M — up 2% from $189M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETW positions and 12 closed out — a net gain of 2 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47M. The largest seller was Heron Bay Capital Management, cutting an estimated $5.73M.

  • 121 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2021, up from 119 in Q4 2020.
  • Funds reported $193M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2021, up 2% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2021 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $2.47M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2021 was Heron Bay Capital Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2021.