We are live on ! Find out more
ETW

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

103 hedge funds and large institutions have $166M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0% more capital invested

Capital invested by funds: $166M → $166M (+$675K)

0.27% more ownership

Funds ownership: 15.76% → 16.04% (+0.27%)

5% less funds holding

Funds holding: 108 → 103 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
36
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.14M
2
RJA
Raymond James & Associates
Florida
+$1.69M
3
Bank of America
Bank of America
North Carolina
+$1.46M
4
AAM
Advisors Asset Management
Colorado
+$1.02M
5
GC
Guggenheim Capital
Illinois
+$836K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.19M
2
SFS
Shaker Financial Services
Virginia
-$1.17M
3
Morgan Stanley
Morgan Stanley
New York
-$1.17M
4
Wells Fargo
Wells Fargo
California
-$660K
5
Invesco
Invesco
Georgia
-$456K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
101
Global Wealth Management Investment Advisory
Florida
$2K – – –
VFA
102
Valeo Financial Advisors
Indiana
$2K – – –
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
WAM
104
Wolverine Asset Management
Illinois
– -$2.19M -224,198 Closed
WAM
105
Weiss Asset Management
Massachusetts
– -$393K -40,150 Closed
Millennium Management
106
Millennium Management
New York
– -$388K -39,600 Closed
LCM
107
Landscape Capital Management
New Jersey
– -$196K -20,057 Closed
FAAS
108
First Allied Advisory Services
California
– -$101K -10,355 Closed
CFA
109
Carroll Financial Associates
North Carolina
– -$36K -3,710 Closed
CBT
110
Capital Bank & Trust
California
– -$14K -1,400 Closed
GT
111
Glenmede Trust
Pennsylvania
– -$11 -1,204 Closed
EWM
112
Executive Wealth Management
Michigan
– -$5K -505 Closed
DWM
113
Doyle Wealth Management
Florida
– -$4K -436 Closed
1 2 3 4
5

ETW Hedge Fund Activity: Q3 2019 in Review

103 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2019, worth a combined $166M — up 0.41% from $166M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETW and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.14M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.19M sold.

  • 103 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2019, down from 108 in Q2 2019.
  • Funds reported $166M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2019, up 0.41% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2019 and 11 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $3.14M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2019 was Wolverine Asset Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2019.