Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
101 hedge funds and large institutions have $217M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
27% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 26
9% more funds holding
Funds holding: 93 → 101 (+8)
0% more capital invested
Capital invested by funds: $216M → $217M (+$545K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.07% less ownership
Funds ownership: 17.18% → 17.1% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.22M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.08M |
| 4 |
Cohen & Steers
New York
|
+$864K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.39M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$2.33M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.59M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$958K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$911K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCG
101
Private Capital Group
West Hartford,
Connecticut
| $7 | +$22.9K | +1,935 | New |
|
|
OFG
102
OTA Financial Group
Purchase,
New York
| – | -$911K | -76,967 | Closed |
|
103
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$250K | -21,093 | Closed |
|
|
NPC
104
National Planning Corporation
El Segundo,
California
| – | -$195K | -16,466 | Closed |
|
|
SMG
105
Spectrum Management Group
Indianapolis,
Indiana
| – | -$161K | -13,600 | Closed |
|
|
VF
106
Virtu Financial
New York
| – | -$159K | -13,409 | Closed |
|
107
M&T Bank
Buffalo,
New York
| – | -$159K | -13,379 | Closed |
|
108
Citadel Advisors
Miami,
Florida
| – | -$144K | -12,181 | Closed |
|
109
Bank of New York Mellon
New York
| – | -$139K | -11,733 | Closed |
|
110
William Blair & Company
Chicago,
Illinois
| – | -$137K | -11,600 | Closed |
|
|
NFG
111
Next Financial Group
Houston,
Texas
| – | -$22K | -1,900 | Closed |
|
112
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$5K | -460 | Closed |
|
|
AWMS
113
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$4K | -300 | Closed |
|
ETW Hedge Fund Activity: Q4 2017 in Review
101 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2017, worth a combined $217M — up 0.25% from $216M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ETW positions and 12 closed out — a net gain of 8 holders — while 33 added to existing stakes and 26 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.22M. The largest seller was Morgan Stanley, cutting an estimated $3.39M.
- 101 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2017, up from 93 in Q3 2017.
- Funds reported $217M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2017, up 0.25% quarter-over-quarter.
- 20 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2017 and 12 closed out, a net change of +8 holders.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2017 was Wells Fargo, an estimated $2.22M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2017 was Morgan Stanley, an estimated $3.39M sold.
Based on aggregated 13F filings for Q4 2017.