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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

145 hedge funds and large institutions have $225M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $196M → $225M (+$28.4M)

3% more ownership

Funds ownership: 23.88%26.88% (+3%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 145145 (0)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
53
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$134K
CWP
102
Cyndeo Wealth Partners
Florida
$132K
WAM
103
Worth Asset Management
Texas
$123K
FA
104
Financial Alternatives
California
$117K
Citadel Advisors
105
Citadel Advisors
Florida
$116K +$113K +14,973 New
KWM
106
Kingsview Wealth Management
Oregon
$114K -$711 -94 -0.6%
RJT
107
Raymond James Trust
Florida
$106K
KAS
108
Kestra Advisory Services
Texas
$98.4K +$95.8K +12,665 New
HF
109
HRT Financial
New York
$95K +$93K +12,288 New
TWP
110
Tyche Wealth Partners
Texas
$93.9K +$91.4K +12,085 New
DA
111
Detalus Advisors
Missouri
$93.5K -$5.79K -765 -6%
CG
112
CFO4Life Group
Texas
$93.4K +$2.08K +275 +2%
TSS
113
Two Sigma Securities
New York
$89.9K +$87.5K +11,564 New
CA
114
Cetera Advisors
Colorado
$89.5K
IWC
115
Integrated Wealth Concepts
Massachusetts
$88.3K -$900 -119 -1%
EWM
116
Edge Wealth Management
New York
$85.5K
Corient Private Wealth
117
Corient Private Wealth
Florida
$84.7K
KFA
118
Kapstone Financial Advisors
Ohio
$78.2K
AHL
119
Abel Hall LLC
Louisiana
$77.7K +$75.7K +10,000 New
GWSG
120
GPS Wealth Strategies Group
Colorado
$66K
PTC
121
Private Trust Company
Ohio
$49.7K -$6.09K -805 -11%
CWC
122
Carolinas Wealth Consulting
North Carolina
$46.6K
VWM
123
Venturi Wealth Management
Texas
$40.4K
NS
124
NBC Securities
Alabama
$39K
US Bancorp
125
US Bancorp
Minnesota
$34.4K

ETW Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2023, worth a combined $225M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETW positions and 14 closed out — a net gain of 1 holder — while 53 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.61M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $225M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2023 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2023 was Commonwealth Equity Services, an estimated $7.61M sold.

Based on aggregated 13F filings for Q4 2023.