Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
144 hedge funds and large institutions have $232M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 16 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 43
3% more capital invested
Capital invested by funds: $225M → $232M (+$7.11M)
0.58% less ownership
Funds ownership: 26.88% → 26.3% (-0.58%)
1% less funds holding
Funds holding: 145 → 144 (-1)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.38M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$2.08M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.07M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.86M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.6M |
| 2 |
EC
Elequin Capital
New York
|
-$748K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$565K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$404K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
151
Equitable Holdings
New York
| – | -$252K | -32,407 | Closed |
|
|
SWM
152
Scissortail Wealth Management
Tulsa,
Oklahoma
| – | -$235K | -29,847 | Closed |
|
|
ASN
153
Advisory Services Network
Atlanta,
Georgia
| – | -$146K | -18,825 | Closed |
|
|
CAS
154
CTC Alternative Strategies
Chicago,
Illinois
| – | -$141K | -18,084 | Closed |
|
|
HF
155
HRT Financial
New York
| – | -$95K | -12,288 | Closed |
|
|
TSS
156
Two Sigma Securities
New York
| – | -$89.9K | -11,564 | Closed |
|
|
FWM
157
Focused Wealth Management
Newburgh,
New York
| – | -$6.09K | -784 | Closed |
|
158
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3.34K | -430 | Closed |
|
|
GWMIA
159
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$1.59K | -205 | Closed |
|
|
TRCT
160
Tower Research Capital (TRC)
New York
| – | -$124 | -16 | Closed |
|
ETW Hedge Fund Activity: Q1 2024 in Review
144 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2024, worth a combined $232M — up 3.2% from $225M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of ETW and 15 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 54 added.
The largest buyer was Cornerstone Advisors, adding an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $15.6M.
- 144 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2024, down from 145 in Q4 2023.
- Funds reported $232M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2024, up 3.2% quarter-over-quarter.
- 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2024 and 16 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $2.38M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2024.