Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
103 hedge funds and large institutions have $220M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
17% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 30
8% more funds holding
Funds holding: 95 → 103 (+8)
0% less capital invested
Capital invested by funds: $220M → $220M (-$698K)
0.97% less ownership
Funds ownership: 19.35% → 18.38% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.34M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.62M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.97M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.17M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$9.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.09M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$1.65M |
| 4 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$1.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.11M |
ETW Hedge Fund Activity: Q4 2015 in Review
103 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2015, worth a combined $220M — down 0.32% from $220M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ETW positions and 7 closed out — a net gain of 9 holders — while 35 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.34M. The largest seller was Lazard Asset Management, cutting an estimated $9.5M.
- 103 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2015, up from 95 in Q3 2015.
- Funds reported $220M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2015, down 0.32% quarter-over-quarter.
- 16 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2015 and 7 closed out, a net change of +9 holders.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2015 was LPL Financial, an estimated $3.34M added.
- The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2015 was Lazard Asset Management, an estimated $9.5M sold.
Based on aggregated 13F filings for Q4 2015.