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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

144 hedge funds and large institutions have $232M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $225M → $232M (+$7.11M)

0.58% less ownership

Funds ownership: 26.88%26.3% (-0.58%)

1% less funds holding

Funds holding: 145144 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
54
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$249K +$4.34K +547 +2%
RIL
77
Rothschild Investment LLC
Illinois
$247K +$9.93K +1,250 +4%
BRWA
78
B. Riley Wealth Advisors
Florida
$237K -$18.5K -2,334 -7%
Calamos Advisors
79
Calamos Advisors
Illinois
$234K +$226K +28,504 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$225K -$3.97K -500 -2%
ICMP
81
Integrated Capital Management (Pennsylvania)
Pennsylvania
$213K +$16.4K +2,065 +9%
CCG
82
Capital CS Group
California
$211K +$30.2K +3,806 +17%
Comerica Bank
83
Comerica Bank
Texas
$191K +$4.39K +553 +2%
D
84
Diversified
Delaware
$187K -$5.65K -712 -3%
CA
85
Cornerstone Advisory
Maryland
$181K +$1.2K +151 +0.7%
MML Investors Services
86
MML Investors Services
Massachusetts
$179K +$1.26K +159 +0.7%
SWA
87
Stratos Wealth Advisors
Ohio
$169K +$4.96K +625 +3%
SIAS
88
Summit Investment Advisory Services
Minnesota
$163K +$4.54K +572 +3%
OP
89
ORG Partners
Indiana
$161K +$157K +19,809 New
HIP
90
HUB Investment Partners
Texas
$158K +$153K +19,275 New
SWP
91
Stratos Wealth Partners
Ohio
$155K -$11.6K -1,457 -7%
Truist Financial
92
Truist Financial
North Carolina
$152K +$3.75K +473 +3%
CB
93
Commerce Bank
Missouri
$149K
DC
94
Davenport & Co
Virginia
$146K
LI
95
LVZ Inc
Michigan
$145K -$4.33K -545 -3%
RIA
96
Regal Investment Advisors
Michigan
$141K
CCWM
97
Cassaday & Co Wealth Management
Virginia
$140K +$136K +17,068 New
CWP
98
Cyndeo Wealth Partners
Florida
$139K
CA
99
Cetera Advisors
Colorado
$132K +$36K +4,540 +39%
WAM
100
Worth Asset Management
Texas
$130K

ETW Hedge Fund Activity: Q1 2024 in Review

144 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2024, worth a combined $232M — up 3.2% from $225M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ETW and 15 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $15.6M.

  • 144 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2024, down from 145 in Q4 2023.
  • Funds reported $232M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $2.38M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2024.