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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

145 hedge funds and large institutions have $225M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $196M → $225M (+$28.4M)

3% more ownership

Funds ownership: 23.88%26.88% (+3%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 145145 (0)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
53
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$252K +$26K +3,438 +12%
TLCM
77
Twin Lakes Capital Management
California
$251K +$5.58K +737 +2%
KTA
78
Keeley-Teton Advisors
Illinois
$241K -$9.08K -1,200 -4%
SWM
79
Scissortail Wealth Management
Oklahoma
$235K +$226K +29,847 New
JCM
80
Jacobi Capital Management
Pennsylvania
$231K +$1.7K +224 +0.8%
Citigroup
81
Citigroup
New York
$230K -$181K -23,883 -45%
HighTower Advisors
82
HighTower Advisors
Illinois
$229K -$55.8K -7,379 -20%
RIL
83
Rothschild Investment LLC
Illinois
$224K -$38.3K -5,060 -15%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$217K +$30.9K +4,079 +17%
ICMP
85
Integrated Capital Management (Pennsylvania)
Pennsylvania
$186K -$14.7K -1,946 -8%
D
86
Diversified
Delaware
$183K -$3.93K -519 -2%
Comerica Bank
87
Comerica Bank
Texas
$177K +$1.5K +198 +0.9%
CA
88
Cornerstone Advisory
Maryland
$171K +$590 +78 +0.4%
CCG
89
Capital CS Group
California
$171K +$3.68K +487 +2%
MML Investors Services
90
MML Investors Services
Massachusetts
$168K +$14.8K +1,960 +10%
SWP
91
Stratos Wealth Partners
Ohio
$159K -$23.5K -3,110 -13%
SWA
92
Stratos Wealth Advisors
Ohio
$155K +$22.7K +3,000 +18%
SIAS
93
Summit Investment Advisory Services
Minnesota
$150K +$2.25K +298 +2%
ASN
94
Advisory Services Network
Georgia
$146K +$21.9K +2,891 +18%
LMKC
95
L.M. Kohn & Company
Ohio
$144K -$2.03K -268 -1%
LI
96
LVZ Inc
Michigan
$142K
CB
97
Commerce Bank
Missouri
$141K
CAS
98
CTC Alternative Strategies
Illinois
$141K +$137K +18,084 New
Truist Financial
99
Truist Financial
North Carolina
$140K -$34.1K -4,509 -20%
DC
100
Davenport & Co
Virginia
$138K

ETW Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2023, worth a combined $225M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETW positions and 14 closed out — a net gain of 1 holder — while 53 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.61M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $225M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2023 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2023 was Commonwealth Equity Services, an estimated $7.61M sold.

Based on aggregated 13F filings for Q4 2023.