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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

127 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

136% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 22

14% more funds holding

Funds holding: 111127 (+16)

9% more capital invested

Capital invested by funds: $201M → $218M (+$17.1M)

0.51% more ownership

Funds ownership: 17.33%17.83% (+0.51%)

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
52
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
101
Fieldpoint Private Securities
Connecticut
$37K
BFEC
102
Benjamin F. Edwards & Company
Missouri
$33K
TPCW
103
TD Private Client Wealth
New York
$25.9K -$2.64K -240 -9%
BAM
104
Bellevue Asset Management
Washington
$24K
SWA
105
SOA Wealth Advisors
New York
$24K +$198 +18 +0.8%
Bessemer Group
106
Bessemer Group
New Jersey
$22K
PSB
107
Piscataqua Savings Bank
New Hampshire
$17K
S
108
SignatureFD
Georgia
$16K +$330 +30 +2%
SFPG
109
Stonebridge Financial Planning Group
Florida
$15K
AWM
110
Accel Wealth Management
Iowa
$14K
CA
111
Clearstead Advisors
Ohio
$13K -$12.1K -1,100 -48%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$11K
FWM
113
Focused Wealth Management
New York
$9K
SSC
114
Syverson Strege & Co
Iowa
$9K +$176 +16 +2%
GWM
115
Geneos Wealth Management
Colorado
$8K
HNB
116
Huntington National Bank
Ohio
$8K
WWMSC
117
Wagner Wealth Management (South Carolina)
South Carolina
$7K
TRCT
118
Tower Research Capital (TRC)
New York
$7K +$6.44K +585 New
TC
119
Trust Company
Kansas
$6K +$5.72K +520 New
WFS
120
Widmann Financial Services
Maryland
$6K +$6.05K +550 New
SCA
121
Snowden Capital Advisors
New York
$6K +$6.6K +600 New
KFI
122
Key Financial Inc
Pennsylvania
$5K
CWS
123
Confluence Wealth Services
Pennsylvania
$5K +$5.5K +500 New
PCG
124
Private Capital Group
Connecticut
$4K
HI
125
Harbour Investments
Wisconsin
$3K

ETW Hedge Fund Activity: Q4 2021 in Review

127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2021, worth a combined $218M — up 8.5% from $201M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETW positions and 3 closed out — a net gain of 19 holders — while 52 added to existing stakes and 22 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $1.73M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $1.53M.

  • 127 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $218M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2021, up 8.5% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2021 and 3 closed out, a net change of +19 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2021 was Centaurus Financial, an estimated $1.73M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2021 was Arkadios Wealth Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2021.