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ETW

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

121 hedge funds and large institutions have $193M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 119 → 121 (+2)

2% more capital invested

Capital invested by funds: $189M → $193M (+$3.75M)

0.79% less ownership

Funds ownership: 18.2% → 17.41% (-0.79%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
50
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.47M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.43M
3
RJA
Raymond James & Associates
Florida
+$1.41M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$656K
5
CF
Centaurus Financial
California
+$476K

Top Sellers

Rank Fund Capital Flow
1
HBCM
Heron Bay Capital Management
Michigan
-$5.73M
2
Morgan Stanley
Morgan Stanley
New York
-$2.98M
3
LCM
Landscape Capital Management
New Jersey
-$2.15M
4
SFS
Shaker Financial Services
Virginia
-$1.81M
5
Ameriprise
Ameriprise
Minnesota
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$21K – – –
SWA
102
SOA Wealth Advisors
New York
$21K +$59 +6 +0.3%
GI
103
Gradient Investments
Minnesota
$18K +$17.3K +1,749 New
SFPG
104
Stonebridge Financial Planning Group
Florida
$16K -$98.7K -10,000 -87%
PSB
105
Piscataqua Savings Bank
New Hampshire
$15K +$14.8K +1,500 New
S
106
SignatureFD
Georgia
$14K +$306 +31 +2%
AWM
107
Accel Wealth Management
Iowa
$13K – – –
AIC
108
Archer Investment Corporation
Indiana
$12.2K – – –
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
FWM
110
Focused Wealth Management
New York
$8K – – –
GWM
111
Geneos Wealth Management
Colorado
$8K – – –
SSC
112
Syverson Strege & Co
Iowa
$8K +$158 +16 +2%
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$6.58K +666 New
TPCW
114
TD Private Client Wealth
New York
$5K +$4.79K +485 New
KFI
115
Key Financial Inc
Pennsylvania
$5K – – –
PCG
116
Private Capital Group
Connecticut
$3K – – –
HI
117
Harbour Investments
Wisconsin
$3K +$2.71K +275 New
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$2K – – –
VFA
119
Valeo Financial Advisors
Indiana
$2K – – –
AF
120
Allworth Financial
California
$2K +$30 +3 +2%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.93K +195 New
LCM
122
Landscape Capital Management
New Jersey
– -$2.15M -222,187 Closed
AA
123
AQR Arbitrage
Connecticut
– -$644K -66,505 Closed
Cerity Partners
124
Cerity Partners
New York
– -$459K -47,456 Closed
EPA
125
Element Pointe Advisors
Florida
– -$281K -29,035 Closed
2 3 4
5
6

ETW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2021, worth a combined $193M — up 2% from $189M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETW positions and 12 closed out — a net gain of 2 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47M. The largest seller was Heron Bay Capital Management, cutting an estimated $5.73M.

  • 121 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2021, up from 119 in Q4 2020.
  • Funds reported $193M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2021, up 2% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2021 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $2.47M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2021 was Heron Bay Capital Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2021.