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ETW

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

111 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

0.19% more ownership

Funds ownership: 17.14% → 17.33% (+0.19%)

0% more capital invested

Capital invested by funds: $201M → $201M (+$135K)

6% less funds holding

Funds holding: 118 → 111 (-7)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
52
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.58M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.18M
3
CF
Centaurus Financial
California
+$909K
4
GC
Guggenheim Capital
Illinois
+$710K
5
IAIM
International Assets Investment Management
Florida
+$641K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.99M
2
AAM
Advisors Asset Management
Colorado
-$1.19M
3
Bank of America
Bank of America
North Carolina
-$1.09M
4
Citigroup
Citigroup
New York
-$1.07M
5
TPW
Tiller Private Wealth
Pennsylvania
-$894K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
101
Focused Wealth Management
New York
$8K – – –
GWM
102
Geneos Wealth Management
Colorado
$8K – – –
HNB
103
Huntington National Bank
Ohio
$8K – – –
SSC
104
Syverson Strege & Co
Iowa
$8K +$166 +15 +2%
WWMSC
105
Wagner Wealth Management (South Carolina)
South Carolina
$7K – – –
KFI
106
Key Financial Inc
Pennsylvania
$5K – – –
HI
107
Harbour Investments
Wisconsin
$3K – – –
PCG
108
Private Capital Group
Connecticut
$3K – – –
GWMIA
109
Global Wealth Management Investment Advisory
Florida
$2K – – –
AF
110
Allworth Financial
California
$2K +$33 +3 +2%
EFSCE
111
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$11 +1 +1%
Cohen & Steers
112
Cohen & Steers
New York
– -$1.99M -183,086 Closed
TPW
113
Tiller Private Wealth
Pennsylvania
– -$894K -82,083 Closed
HBCM
114
Heron Bay Capital Management
Michigan
– -$518K -47,530 Closed
GIA
115
Gladstone Institutional Advisory
Florida
– -$408K -37,450 Closed
WP
116
WealthShield Partners
North Carolina
– -$306K -28,108 Closed
Jane Street
117
Jane Street
New York
– -$263K -24,169 Closed
HF
118
HRT Financial
New York
– -$255K -23,500 Closed
Millennium Management
119
Millennium Management
New York
– -$207K -19,024 Closed
HWAM
120
Hennion & Walsh Asset Management
New Jersey
– -$148K -13,568 Closed
ACI
121
Alpha Cubed Investments
California
– -$135K -12,396 Closed
PHIMC
122
Private Harbour Investment Management & Counsel
Ohio
– -$124K -11,425 Closed
CPA
123
Clear Perspective Advisors
Illinois
– -$212K -1,475 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
– +$11 +1 New
1 2 3 4
5

ETW Hedge Fund Activity: Q3 2021 in Review

111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2021, worth a combined $201M — up 0.07% from $201M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETW and 6 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 52 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.58M. The largest seller was Cohen & Steers, exiting entirely with an estimated $1.99M sold.

  • 111 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2021, down from 118 in Q2 2021.
  • Funds reported $201M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2021, up 0.07% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2021 and 12 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2021 was Commonwealth Equity Services, an estimated $1.58M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2021 was Cohen & Steers, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2021.