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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

160 hedge funds and large institutions have $219M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

12% more funds holding

Funds holding: 143160 (+17)

0% more capital invested

Capital invested by funds: $219M → $219M (+$95.6K)

0.4% less ownership

Funds ownership: 24.61%24.21% (-0.4%)

Holders
160
Holders Change
+17
Holders Change %
+11.89%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
49
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
76
Keeley-Teton Advisors
Illinois
$261K
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$257K +$15K +1,750 +6%
HWMO
78
Heritage Wealth Management (Ohio)
Ohio
$243K
OC
79
Oppenheimer & Co
New York
$238K -$3.4K -397 -1%
RIL
80
Rothschild Investment LLC
Illinois
$235K -$6.16K -720 -3%
CCG
81
Capital CS Group
California
$224K -$180 -21 -0.1%
A
82
Argentarii
Ohio
$212K +$216K +25,195 New
Truist Financial
83
Truist Financial
North Carolina
$210K +$6.61K +772 +3%
AAS
84
Annex Advisory Services
Wisconsin
$202K +$205K +24,004 New
MML Investors Services
85
MML Investors Services
Massachusetts
$200K +$10.8K +1,261 +6%
AWS
86
Atria Wealth Solutions
New York
$197K
SWA
87
Stratos Wealth Advisors
Ohio
$185K
Mariner
88
Mariner
Kansas
$185K -$10.3K -1,200 -5%
KPWS
89
Kestra Private Wealth Services
Texas
$181K +$184K +21,486 New
SWP
90
Stratos Wealth Partners
Ohio
$181K -$23.8K -2,779 -11%
SIAS
91
Summit Investment Advisory Services
Minnesota
$180K +$4.22K +493 +2%
Comerica Bank
92
Comerica Bank
Texas
$174K -$23.8K -2,783 -12%
DE
93
Diversified Enterprises
Delaware
$174K +$1.35K +158 +0.8%
CA
94
Cornerstone Advisory
Maryland
$169K -$41.3K -4,827 -20%
VIPI
95
Vista Investment Partners II
Indiana
$165K +$168K +19,608 New
MWM
96
Modern Wealth Management
Kansas
$162K +$411 +48 +0.2%
HIP
97
HUB Investment Partners
Texas
$162K
QC
98
Quantedge Capital
Singapore
$155K -$802K -93,700 -84%
CB
99
Commerce Bank
Missouri
$153K
LCM
100
Landscape Capital Management
New Jersey
$151K -$294K -34,361 -66%

ETW Hedge Fund Activity: Q4 2024 in Review

160 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2024, worth a combined $219M — up 0.04% from $219M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ETW positions and 12 closed out — a net gain of 21 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was SAM Advisors, opening a new position worth an estimated $4.27M. The largest seller was International Assets Investment Management, cutting an estimated $9.22M.

  • 160 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $219M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2024, up 0.04% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2024 and 12 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2024 was SAM Advisors, an estimated $4.27M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.22M sold.

Based on aggregated 13F filings for Q4 2024.