Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.47M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.43M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.41M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$656K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$476K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
-$5.73M |
| 2 |
Morgan Stanley
New York
|
-$2.98M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.15M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.81M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$949K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FI
126
FormulaFolio Investments
Grand Rapids,
Michigan
| – | -$255K | -26,348 | Closed |
|
|
NFG
127
Next Financial Group
Houston,
Texas
| – | -$221K | -22,800 | Closed |
|
|
RIA
128
Regal Investment Advisors
Kentwood,
Michigan
| – | -$169K | -17,505 | Closed |
|
|
CSPIA
129
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$142K | -14,660 | Closed |
|
|
KAS
130
Kestra Advisory Services
Austin,
Texas
| – | -$103K | -10,708 | Closed |
|
|
LGA
131
Lebenthal Global Advisors
Hauppauge,
New York
| – | -$33K | -3,420 | Closed |
|
|
BBPWM
132
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$30K | -3,317 | Closed |
|
|
BBHBI
133
B, B, H, & B Inc
Birmingham,
Alabama
| – | -$1K | -142 | Closed |
|
134
Fidelity Investments
Boston,
Massachusetts
| – | +$10 | +1 | +100% |
|
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.