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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

141 hedge funds and large institutions have $301M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $149M → $301M (+$152M)

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

9% more funds holding

Funds holding: 129141 (+12)

1.18% more ownership

Funds ownership: 18.31%19.49% (+1.2%)

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
47
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
126
Money Concepts Capital
Florida
$7.45K +$7.81K +960 New
GRP
127
Global Retirement Partners
California
$6.83K +$7.16K +880 New
SSC
128
Syverson Strege & Co
Iowa
$6.75K +$163 +20 +2%
FWM
129
Focused Wealth Management
New York
$6.08K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$5.67K -$63.1K -7,757 -91%
HNB
131
Huntington National Bank
Ohio
$5.43K
AF
132
Allworth Financial
California
$5.38K +$16 +2 +0.3%
KFI
133
Key Financial Inc
Pennsylvania
$3.54K
HI
134
Harbour Investments
Wisconsin
$2.13K
RG
135
Retirement Group
California
$2K
AWM
136
Accel Wealth Management
Iowa
$1.94K +$2.03K +250 New
PP
137
PrairieView Partners
Minnesota
$1K +$1.63K +200 New
PAG
138
Private Advisor Group
New Jersey
$999 -$25K -3,073 -2%
HS
139
Horan Securities
United States
$830
IGWM
140
ICA Group Wealth Management
Colorado
$16 +$16 +2 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$8 -$8 -1 -50%
UIC
142
Uniplan Investment Counsel
Wisconsin
-$2.88M -379,798 Closed
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
-$660K -87,137 Closed
BJL
144
Brighton Jones LLC
Washington
-$188K -24,859 Closed
JIC
145
Johnson Investment Counsel
Ohio
-$179K -23,636 Closed
WWM
146
Western Wealth Management
Colorado
-$176K -23,318 Closed
QCIG
147
Quad-Cities Investment Group
Iowa
-$139K -18,372 Closed
HF
148
HRT Financial
New York
-$118K -15,706 Closed
HSA
149
HBK Sorce Advisory
Pennsylvania
-$303K -15,618 Closed
NW
150
NewEdge Wealth
Pennsylvania
-$83K -11,013 Closed

ETW Hedge Fund Activity: Q4 2022 in Review

141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2022, worth a combined $301M — up 102% from $149M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ETW positions and 21 closed out — a net gain of 14 holders — while 47 added to existing stakes and 33 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $4.07M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $2.88M sold.

  • 141 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $301M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2022, up 102% quarter-over-quarter.
  • 35 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2022 and 21 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $4.07M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2022 was Uniplan Investment Counsel, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2022.