Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
106 hedge funds and large institutions have $167M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
1% more funds holding
Funds holding: 105 → 106 (+1)
0% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 37
0.1% less ownership
Funds ownership: 18.25% → 18.15% (-0.1%)
2% less capital invested
Capital invested by funds: $170M → $167M (-$3.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.82M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.55M |
| 3 |
Morgan Stanley
New York
|
+$1.41M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$813K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.25M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.21M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$940K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$809K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$495K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
101
Focused Wealth Management
Newburgh,
New York
| $7K | – | – | – |
|
|
GWM
102
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
PCG
103
Private Capital Group
West Hartford,
Connecticut
| $3K | – | – | – |
|
|
GWMIA
104
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $2K | – | – | – |
|
|
VFA
105
Valeo Financial Advisors
Carmel,
Indiana
| $2K | – | – | – |
|
|
AF
106
Allworth Financial
Folsom,
California
| $1K | +$35 | +4 | +3% |
|
|
CAN
107
Cetera Advisor Networks
El Segundo,
California
| – | -$103K | -11,885 | Closed |
|
|
RJT
108
Raymond James Trust
St. Petersburg,
Florida
| – | -$100K | -11,595 | Closed |
|
|
VWA
109
V Wealth Advisors
Overland Park,
Kansas
| – | -$97K | -11,192 | Closed |
|
|
AGM
110
Alpine Global Management
New York
| – | -$91K | -10,538 | Closed |
|
111
Northern Trust
Chicago,
Illinois
| – | -$87K | -10,000 | Closed |
|
|
CFG
112
Citizens Financial Group
Providence,
Rhode Island
| – | -$24K | -2,809 | Closed |
|
|
FANJ
113
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$9K | -1,000 | Closed |
|
ETW Hedge Fund Activity: Q3 2020 in Review
106 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2020, worth a combined $167M — down 1.8% from $170M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ETW positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 37 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $1.82M. The largest seller was UBS Group, cutting an estimated $1.25M.
- 106 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2020, up from 105 in Q2 2020.
- Funds reported $167M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2020, down 1.8% quarter-over-quarter.
- 10 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2020 and 7 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $1.82M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2020 was UBS Group, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2020.