Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
97 hedge funds and large institutions have $216M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
5% more capital invested
Capital invested by funds: $206M → $216M (+$10.4M)
1% more funds holding
Funds holding: 96 → 97 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 18.61% → 18.45% (-0.16%)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.31M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.31M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.66M |
| 4 |
Morgan Stanley
New York
|
+$1.01M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$3.15M |
| 2 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$2.08M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.98M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$1.83M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$431K | -41,513 | Closed |
|
|
MWP
102
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$290K | -27,950 | Closed |
|
|
UCFA
103
United Capital Financial Advisors
Irving,
Texas
| – | -$170K | -17,016 | Closed |
|
|
RFC
104
Regions Financial Corp
Birmingham,
Alabama
| – | -$122K | -11,700 | Closed |
|
|
DA
105
Doliver Advisors
Houston,
Texas
| – | -$110K | -10,600 | Closed |
|
ETW Hedge Fund Activity: Q3 2016 in Review
97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2016, worth a combined $216M — up 5.1% from $206M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETW positions and 8 closed out — a net gain of 1 holder — while 32 added to existing stakes and 34 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $5.31M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $3.15M sold.
- 97 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2016, up from 96 in Q2 2016.
- Funds reported $216M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2016, up 5.1% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2016 and 8 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2016 was Raymond James & Associates, an estimated $5.31M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2016 was Lazard Asset Management, an estimated $3.15M sold.
Based on aggregated 13F filings for Q3 2016.