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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

103 hedge funds and large institutions have $242M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

16% more funds holding

Funds holding: 89103 (+14)

0.23% more ownership

Funds ownership: 20.36%20.59% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $263M → $242M (-$21.7M)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
35
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
101
Howe & Rusling
New York
$4K
NES
102
New England Securities
New York
$1K
BRWA
103
B. Riley Wealth Advisors
Florida
$74 -$439K -37,082 -85%
VCAM
104
Valentine Capital Asset Management
California
-$4.14M -340,678 Closed
I2I
105
Insight 2811 Inc
Illinois
-$3.01M -248,063 Closed
MA
106
MUFG Americas
New York
-$212K -17,457 Closed
NFG
107
Next Financial Group
Texas
-$24K -1,975 Closed
W
108
Wealthfront
California
-$2K -147 Closed

ETW Hedge Fund Activity: Q4 2014 in Review

103 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2014, worth a combined $242M — down 8.3% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 5 closed out — a net gain of 16 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $4.62M. The largest seller was Valentine Capital Asset Management, exiting entirely with an estimated $4.14M sold.

  • 103 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2014, up from 89 in Q3 2014.
  • Funds reported $242M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2014, down 8.3% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2014 and 5 closed out, a net change of +16 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2014 was 1832 Asset Management, an estimated $4.62M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2014 was Valentine Capital Asset Management, an estimated $4.14M sold.

Based on aggregated 13F filings for Q4 2014.