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.
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: 111 → 127 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.73M |
| 2 |
Morgan Stanley
New York
|
+$1.38M |
| 3 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
+$941K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$614K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$1.53M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.31M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.18M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$337K |
| 5 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWMIA
126
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $2K | – | – | – |
|
|
AF
127
Allworth Financial
Folsom,
California
| $2K | +$44 | +4 | +2% |
|
|
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $1K | +$22 | +2 | +3% |
|
|
129
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.18M | -106,498 | Closed |
|
|
APWA
130
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$38K | -3,510 | Closed |
|
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.