Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
143 hedge funds and large institutions have $219M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 15 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 38
1.66% less ownership
Funds ownership: 26.27% → 24.61% (-1.7%)
3% less funds holding
Funds holding: 148 → 143 (-5)
6% less capital invested
Capital invested by funds: $233M → $219M (-$14M)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$9.28M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.41M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.84M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$855K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$804K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$12.4M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$7.32M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$4.26M |
| 4 |
SA
SAM Advisors
Oakhurst,
California
|
-$3.8M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
151
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$94.4K | -11,419 | Closed |
|
|
EWM
152
Edge Wealth Management
New York
| – | -$91K | -11,000 | Closed |
|
153
US Bancorp
Minneapolis,
Minnesota
| – | -$36.5K | -4,415 | Closed |
|
|
LIA
154
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$8.89K | -1,075 | Closed |
|
|
TWP
155
Triad Wealth Partners
Lawrence,
Kansas
| – | -$8.61K | -1,041 | Closed |
|
|
VAG
156
VisionPoint Advisory Group
Dallas,
Texas
| – | -$4.55K | -550 | Closed |
|
|
IA
157
IFP Advisors
Tampa,
Florida
| – | -$4.13K | -500 | Closed |
|
|
VAMG
158
Voisard Asset Management Group
Grand Rapids,
Michigan
| – | -$273 | -33 | Closed |
|
ETW Hedge Fund Activity: Q3 2024 in Review
143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2024, worth a combined $219M — down 6% from $233M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of ETW and 12 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 55 added.
The largest buyer was International Assets Investment Management, adding an estimated $9.28M. The largest seller was Cornerstone Advisors, cutting an estimated $12.4M.
- 143 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2024, down from 148 in Q2 2024.
- Funds reported $219M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2024, down 6% quarter-over-quarter.
- 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2024 and 15 closed out, a net change of -3 holders.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $9.28M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2024.