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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

145 hedge funds and large institutions have $196M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

7% more funds holding

Funds holding: 135145 (+10)

1.4% more ownership

Funds ownership: 22.48%23.88% (+1.4%)

1% less capital invested

Capital invested by funds: $199M → $196M (-$2.4M)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
53
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$226K +$3.16K +393 +1%
EH
77
Equitable Holdings
New York
$221K +$10.6K +1,319 +5%
ICMP
78
Integrated Capital Management (Pennsylvania)
Pennsylvania
$197K +$207K +25,830 New
D
79
Diversified
Delaware
$184K +$418 +52 +0.2%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$183K -$32.1K -4,000 -14%
SWP
81
Stratos Wealth Partners
Ohio
$180K -$27.6K -3,443 -13%
Comerica Bank
82
Comerica Bank
Texas
$173K +$181K +22,602 New
Truist Financial
83
Truist Financial
North Carolina
$172K -$1.29M -160,746 -88%
CA
84
Cornerstone Advisory
Maryland
$167K -$2.62K -326 -1%
CCG
85
Capital CS Group
California
$164K +$9.68K +1,205 +6%
AWM
86
Axxcess Wealth Management
California
$156K +$164K +20,440 New
MML Investors Services
87
MML Investors Services
Massachusetts
$151K +$43.1K +5,364 +37%
SIAS
88
Summit Investment Advisory Services
Minnesota
$145K +$3.28K +409 +2%
LMKC
89
L.M. Kohn & Company
Ohio
$144K +$2.01K +250 +1%
RIG
90
RiverFront Investment Group
Virginia
$142K +$149K +18,600 New
LI
91
LVZ Inc
Michigan
$139K
CB
92
Commerce Bank
Missouri
$138K
DC
93
Davenport & Co
Virginia
$136K
LSC
94
Logan Stone Capital
Illinois
$136K +$143K +17,761 New
WMS
95
Wealth Management Solutions
Pennsylvania
$133K +$7.71K +960 +6%
RIA
96
Regal Investment Advisors
Michigan
$132K -$29.2K -3,642 -17%
CWP
97
Cyndeo Wealth Partners
Florida
$130K
SWA
98
Stratos Wealth Advisors
Ohio
$130K
ASN
99
Advisory Services Network
Georgia
$122K -$21.6K -2,695 -14%
WAM
100
Worth Asset Management
Texas
$121K +$48.3K +6,020 +61%

ETW Hedge Fund Activity: Q3 2023 in Review

145 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2023, worth a combined $196M — down 1.2% from $199M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.17M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.82M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2023, up from 135 in Q2 2023.
  • Funds reported $196M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $4.17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2023 was Commonwealth Equity Services, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2023.