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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

94 hedge funds and large institutions have $204M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

2% more funds holding

Funds holding: 9294 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $205M → $204M (-$441K)

0.38% less ownership

Funds ownership: 16.6%16.22% (-0.38%)

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.5M +$341K +29,061 +1%
Bank of America
2
Bank of America
North Carolina
$24.3M +$1.78M +151,968 +8%
UBS Group
3
UBS Group
Switzerland
$17.5M -$418K -35,610 -2%
GC
4
Guggenheim Capital
Illinois
$13M -$906K -77,257 -7%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$9.63M -$2.27M -193,898 -19%
Ameriprise
6
Ameriprise
Minnesota
$9.36M -$73.6K -6,269 -0.8%
RJA
7
Raymond James & Associates
Florida
$8.98M -$118K -10,037 -1%
UIC
8
Uniplan Investment Counsel
Wisconsin
$8.83M -$1.44M -122,403 -14%
Invesco
9
Invesco
Georgia
$7.88M -$610K -51,962 -7%
TPW
10
Tiller Private Wealth
Pennsylvania
$6.7M -$746K -63,571 -10%
AAM
11
Advisors Asset Management
Colorado
$6.32M +$130K +11,069 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.97M -$247K -21,010 -4%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$5.3M +$84.3K +7,186 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.97M +$302K +25,710 +7%
FTI
15
Fiduciary Trust International
Massachusetts
$3.54M
RIA
16
RPG Investment Advisory
California
$3.29M -$29.8K -2,541 -0.9%
CK
17
Cohen Klingenstein
New York
$2.93M
Cohen & Steers
18
Cohen & Steers
New York
$2.92M -$2.2M -187,403 -43%
Wells Fargo
19
Wells Fargo
California
$2.84M +$293K +25,010 +12%
CA
20
Cornerstone Advisory
Maryland
$2.62M -$23K -1,961 -0.9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.37M +$328K +27,944 +16%
ASN
22
Advisory Services Network
Georgia
$1.74M +$398K +33,961 +30%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.58M +$136K +11,571 +9%
CAC
24
Certified Advisory Corp
Florida
$1.41M +$52.8K +4,500 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$159K +13,556 +13%

ETW Hedge Fund Activity: Q2 2018 in Review

94 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2018, worth a combined $204M — down 0.22% from $205M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETW positions and 8 closed out — a net gain of 3 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $1.78M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $2.27M.

  • 94 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2018, up from 92 in Q1 2018.
  • Funds reported $204M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2018, down 0.22% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2018 and 8 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2018 was Bank of America, an estimated $1.78M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2018.