We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

92 hedge funds and large institutions have $205M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.5% less ownership

Funds ownership: 17.1%16.6% (-0.5%)

6% less capital invested

Capital invested by funds: $217M → $205M (-$12.1M)

9% less funds holding

Funds holding: 10192 (-9)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
92
Holders Change
-9
Holders Change %
-8.91%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
33
Reduced
28
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.6M -$144K -12,038 -0.5%
Bank of America
2
Bank of America
North Carolina
$22M +$1.59M +132,728 +7%
UBS Group
3
UBS Group
Switzerland
$17.6M +$220K +18,354 +1%
GC
4
Guggenheim Capital
Illinois
$13.6M +$460K +38,496 +3%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$11.7M -$257K -21,462 -2%
UIC
6
Uniplan Investment Counsel
Wisconsin
$10.1M -$663K -55,467 -6%
Ameriprise
7
Ameriprise
Minnesota
$9.25M +$93.3K +7,797 +1%
RJA
8
Raymond James & Associates
Florida
$8.9M +$311K +26,014 +3%
Invesco
9
Invesco
Georgia
$8.31M -$1.3M -108,650 -13%
TPW
10
Tiller Private Wealth
Pennsylvania
$7.29M -$1.83M -152,749 -19%
AAM
11
Advisors Asset Management
Colorado
$6.17M +$352K +29,401 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.08M +$161K +13,432 +3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$5.11M +$481K +40,256 +10%
Cohen & Steers
14
Cohen & Steers
New York
$5.02M +$19.1K +1,600 +0.4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.57M -$622K -52,012 -12%
FTI
16
Fiduciary Trust International
Massachusetts
$3.47M
RIA
17
RPG Investment Advisory
California
$3.25M -$30.8K -2,578 -0.9%
CK
18
Cohen Klingenstein
New York
$2.86M
CA
19
Cornerstone Advisory
Maryland
$2.59M +$5.07K +424 +0.2%
Wells Fargo
20
Wells Fargo
California
$2.49M -$2.67M -222,945 -51%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2M -$1.04M -87,273 -34%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.42M -$517K -43,191 -26%
CAC
23
Certified Advisory Corp
Florida
$1.33M +$14.8K +1,237 +1%
ASN
24
Advisory Services Network
Georgia
$1.29M +$82.9K +6,929 +7%
Citigroup
25
Citigroup
New York
$1.21M -$61.8K -5,165 -5%

ETW Hedge Fund Activity: Q1 2018 in Review

92 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2018, worth a combined $205M — down 5.6% from $217M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ETW and 7 opened new positions — a net loss of 9 holders — while 28 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $1.59M. The largest seller was Wells Fargo, cutting an estimated $2.67M.

  • 92 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2018, down from 101 in Q4 2017.
  • Funds reported $205M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2018, down 5.6% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2018 and 16 closed out, a net change of -9 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2018 was Bank of America, an estimated $1.59M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2018 was Wells Fargo, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2018.