ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

Overview Fund Activity

110 hedge funds and large institutions have $148M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
31
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
+$1.51M
2
WAM
Weiss Asset Management
Massachusetts
+$1.13M
3
SFS
Shaker Financial Services
Virginia
+$803K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$717K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$636K

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$9.63M
2
GC
Guggenheim Capital
Illinois
-$3.37M
3
UBS Group
UBS Group
Switzerland
-$1.64M
4
AAM
Advisors Asset Management
Colorado
-$938K
5
Morgan Stanley
Morgan Stanley
New York
-$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
101
Private Capital Group
Connecticut
$7K -$349 -39 -5%
FWM
102
Focused Wealth Management
New York
$7K – – –
DWM
103
Doyle Wealth Management
Florida
$6K +$6K +636 New
EWM
104
Executive Wealth Management
Michigan
$5K +$5K +505 New
FHB
105
First Hawaiian Bank
Hawaii
$3K – – –
VFA
106
Valeo Financial Advisors
Indiana
$2K -$855 -100 -30%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
KCM
108
Karp Capital Management
California
$1K +$1K +115 New
GT
109
Glenmede Trust
Pennsylvania
$11 +$11 +1,204 New
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
– -$9.63M -816,301 Closed
ST
111
Spinnaker Trust
Maine
– -$705K -58,675 Closed
TSS
112
Two Sigma Securities
New York
– -$187K -15,517 Closed
CRWM
113
Castle Rock Wealth Management
California
– -$168K -15,250 Closed
William Blair & Company
114
William Blair & Company
Illinois
– -$140K -11,600 Closed
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$137K -11,424 Closed
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
– -$114K -9,440 Closed
NMC
117
Nine Masts Capital
Hong Kong
– -$100K -8,300 Closed
FHA
118
First Horizon Advisors
Tennessee
– -$96K -8,000 Closed
FPS
119
Fieldpoint Private Securities
Connecticut
– -$40K -3,300 Closed
TC
120
Trilogy Capital
California
– -$31K -2,558 Closed
AA
121
Ancora Advisors
Ohio
– -$30K -2,500 Closed
CB
122
Community Bank
New York
– -$12K -1,000 Closed
CPIG
123
Chicago Partners Investment Group
Illinois
– -$11K -1,000 Closed
GP
124
Girard Partners
Pennsylvania
– -$5K -490 Closed
1 2 3 4
5