Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
103 hedge funds and large institutions have $220M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
17% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 30
8% more funds holding
Funds holding: 95 → 103 (+8)
0% less capital invested
Capital invested by funds: $220M → $220M (-$698K)
0.97% less ownership
Funds ownership: 19.35% → 18.38% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.34M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.62M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.97M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.17M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$9.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.09M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$1.65M |
| 4 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$1.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIS
101
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $3K | +$2.96K | +258 | New |
|
|
JIC
102
Joel Isaacson & Co
New York
| $1K | – | – | – |
|
103
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $22 | +$11K | +961 | +93% |
|
104
Goldman Sachs
New York
| – | -$192K | -17,978 | Closed |
|
|
HCM
105
Hollencrest Capital Management
Newport Beach,
California
| – | -$158K | -14,826 | Closed |
|
|
BRWA
106
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$109K | -10,163 | Closed |
|
|
TRCT
107
Tower Research Capital (TRC)
New York
| – | -$74K | -6,964 | Closed |
|
|
BCM
108
Brookstone Capital Management
Wheaton,
Illinois
| – | -$56K | -5,195 | Closed |
|
|
WA
109
WFG Advisors
Dallas,
Texas
| – | -$37K | -3,450 | Closed |
|
|
RIA
110
Regal Investment Advisors
Kentwood,
Michigan
| – | -$1K | -100 | Closed |
|
ETW Hedge Fund Activity: Q4 2015 in Review
103 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2015, worth a combined $220M — down 0.32% from $220M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ETW positions and 7 closed out — a net gain of 9 holders — while 35 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.34M. The largest seller was Lazard Asset Management, cutting an estimated $9.5M.
- 103 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2015, up from 95 in Q3 2015.
- Funds reported $220M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2015, down 0.32% quarter-over-quarter.
- 16 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2015 and 7 closed out, a net change of +9 holders.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2015 was LPL Financial, an estimated $3.34M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2015 was Lazard Asset Management, an estimated $9.5M sold.
Based on aggregated 13F filings for Q4 2015.