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.
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: 145 → 145 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.12M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$3.66M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.63M |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.61M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.52M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.29M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$949K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$882K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Mercer Global Advisors
Denver,
Colorado
| – | -$104K | -13,562 | Closed |
|
|
KPWS
152
Kestra Private Wealth Services
Austin,
Texas
| – | -$102K | -13,330 | Closed |
|
|
AWA
153
Arete Wealth Advisors
Chicago,
Illinois
| – | -$98.1K | -12,834 | Closed |
|
|
AAS
154
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$83.3K | -11,181 | Closed |
|
155
Neuberger Berman Group
New York
| – | -$81.6K | -10,685 | Closed |
|
|
FSWA
156
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$59.8K | -7,832 | Closed |
|
|
CSPIA
157
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$27.7K | -3,624 | Closed |
|
|
CA
158
Clearstead Advisors
Cleveland,
Ohio
| – | -$18K | -2,362 | Closed |
|
|
KFI
159
Key Financial Inc
West Chester,
Pennsylvania
| – | -$3.57K | -467 | 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.