We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

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

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

10% more funds holding

Funds holding: 100110 (+10)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

0.75% less ownership

Funds ownership: 15.2%14.44% (-0.75%)

24% less capital invested

Capital invested by funds: $195M → $148M (-$46.9M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
101
Private Capital Group
Connecticut
$7K -$417 -39 -5%
FWM
102
Focused Wealth Management
New York
$7K
DWM
103
Doyle Wealth Management
Florida
$6K +$6.8K +636 New
EWM
104
Executive Wealth Management
Michigan
$5K +$5.4K +505 New
FHB
105
First Hawaiian Bank
Hawaii
$3K
VFA
106
Valeo Financial Advisors
Indiana
$2K -$1.07K -100 -30%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$2K
KCM
108
Karp Capital Management
California
$1K +$1.23K +115 New
GT
109
Glenmede Trust
Pennsylvania
$11 +$12.9K +1,204 New
JMPWA
110
JP 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
CPIG
122
Chicago Partners Investment Group
Illinois
-$11K -1,000 Closed
CB
123
Community Bank
New York
-$12K -1,000 Closed
GP
124
Girard Partners
Pennsylvania
-$5K -490 Closed

ETW Hedge Fund Activity: Q4 2018 in Review

110 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2018, worth a combined $148M — down 24% from $195M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETW positions and 15 closed out — a net gain of 10 holders — while 31 added to existing stakes and 31 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $1.69M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $9.63M sold.

  • 110 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2018, up from 100 in Q3 2018.
  • Funds reported $148M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2018, down 24% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2018 and 15 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2018 was Alpine Global Management, an estimated $1.69M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2018 was JP Morgan Private Wealth Advisors, an estimated $9.63M sold.

Based on aggregated 13F filings for Q4 2018.