Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
118 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 14 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 32
4% more capital invested
Capital invested by funds: $193M → $201M (+$7.83M)
0.26% less ownership
Funds ownership: 17.41% → 17.14% (-0.26%)
2% less funds holding
Funds holding: 121 → 118 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.28M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.63M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$3.41M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.08M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$4.26M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.52M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$2.95M |
| 4 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
-$2.76M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Comerica Bank
Dallas,
Texas
| – | -$115K | -10,843 | Closed |
|
127
Truist Financial
Charlotte,
North Carolina
| – | -$107K | -10,395 | Closed |
|
|
IWM
128
IHT Wealth Management
Chicago,
Illinois
| – | -$104K | -10,115 | Closed |
|
|
GI
129
Gradient Investments
Arden Hills,
Minnesota
| – | -$18K | -1,749 | Closed |
|
|
AIC
130
Archer Investment Corporation
Carmel,
Indiana
| – | -$12.2K | -1,184 | Closed |
|
|
VFA
131
Valeo Financial Advisors
Carmel,
Indiana
| – | -$2K | -234 | Closed |
|
|
WAP
132
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$2K | -195 | Closed |
|
ETW Hedge Fund Activity: Q2 2021 in Review
118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2021, worth a combined $201M — up 4.1% from $193M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ETW and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 47 added.
The largest buyer was Raymond James & Associates, adding an estimated $4.28M. The largest seller was Cohen & Steers, cutting an estimated $4.26M.
- 118 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2021, down from 121 in Q1 2021.
- Funds reported $201M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2021, up 4.1% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2021 and 14 closed out, a net change of -3 holders.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2021 was Raymond James & Associates, an estimated $4.28M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2021 was Cohen & Steers, an estimated $4.26M sold.
Based on aggregated 13F filings for Q2 2021.