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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
BBPWM
126
Blue Bell Private Wealth Management
Pennsylvania
$27.2K
BFEC
127
Benjamin F. Edwards & Company
Missouri
$23K
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$22K
PA
129
Parallel Advisors
California
$18.9K +$11.4K +1,508 +163%
IGWM
130
ICA Group Wealth Management
Colorado
$15.6K +$15.1K +2,002 New
HIA
131
Harbor Investment Advisory
Maryland
$15K
SWA
132
SOA Wealth Advisors
New York
$14K +$91 +12 +0.7%
GRP
133
Global Retirement Partners
California
$7.51K +$166 +22 +2%
FWM
134
Focused Wealth Management
New York
$6.09K
AF
135
Allworth Financial
California
$5.49K +$23 +3 +0.4%
VAG
136
VisionPoint Advisory Group
Texas
$4.27K
BAM
137
Bellevue Asset Management
Washington
$3.61K
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$3.34K
CIA
139
Cape Investment Advisory
Georgia
$3.11K
JP Morgan Chase
140
JP Morgan Chase
New York
$2.68K -$58.5K -7,739 -96%
RG
141
Retirement Group
California
$2.41K
HI
142
Harbour Investments
Wisconsin
$2.14K
GWMIA
143
Global Wealth Management Investment Advisory
Florida
$1.59K
TRCT
144
Tower Research Capital (TRC)
New York
$124 +$121 +16 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$16 +$8 +1 +100%
Mariner
146
Mariner
Kansas
-$398K -52,092 Closed
DA
147
Doliver Advisors
Texas
-$275K -36,039 Closed
AWM
148
Axxcess Wealth Management
California
-$156K -20,440 Closed
RIG
149
RiverFront Investment Group
Virginia
-$142K -18,600 Closed
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
-$117K -15,314 Closed

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.