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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

100 hedge funds and large institutions have $195M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

6% more funds holding

Funds holding: 94100 (+6)

5% less capital invested

Capital invested by funds: $204M → $195M (-$9.48M)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

1.02% less ownership

Funds ownership: 16.22%15.2% (-1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
29
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.8M -$953K -79,454 -4%
Morgan Stanley
2
Morgan Stanley
New York
$20.5M -$8.53M -711,191 -29%
UBS Group
3
UBS Group
Switzerland
$17.5M -$348K -28,989 -2%
GC
4
Guggenheim Capital
Illinois
$13.4M +$157K +13,044 +1%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$9.63M
Ameriprise
6
Ameriprise
Minnesota
$9.13M -$415K -34,581 -4%
RJA
7
Raymond James & Associates
Florida
$9.08M -$70.8K -5,902 -0.8%
Invesco
8
Invesco
Georgia
$7.92M -$113K -9,458 -1%
UIC
9
Uniplan Investment Counsel
Wisconsin
$7.75M -$1.25M -104,357 -14%
AAM
10
Advisors Asset Management
Colorado
$6.39M -$55.4K -4,621 -0.9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.21M +$124K +10,351 +2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$5.93M +$540K +45,005 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.46M +$394K +32,847 +8%
FTI
14
Fiduciary Trust International
Massachusetts
$3.61M
RIA
15
RPG Investment Advisory
California
$3.3M -$52K -4,336 -2%
CK
16
Cohen Klingenstein
New York
$2.98M
Cohen & Steers
17
Cohen & Steers
New York
$2.97M
CA
18
Cornerstone Advisory
Maryland
$2.67M -$4.2K -350 -0.2%
Wells Fargo
19
Wells Fargo
California
$2.65M -$242K -20,172 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.54M +$121K +10,083 +5%
LPL Financial
21
LPL Financial
California
$1.73M +$642K +53,549 +59%
ASN
22
Advisory Services Network
Georgia
$1.73M -$32K -2,664 -2%
CAC
23
Certified Advisory Corp
Florida
$1.56M +$119K +9,959 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.53M -$77.7K -6,473 -5%
Citigroup
25
Citigroup
New York
$1.51M +$153K +12,738 +11%

ETW Hedge Fund Activity: Q3 2018 in Review

100 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2018, worth a combined $195M — down 4.6% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 6 closed out — a net gain of 7 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $971K. The largest seller was Morgan Stanley, cutting an estimated $8.53M.

  • 100 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2018, up from 94 in Q2 2018.
  • Funds reported $195M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2018, down 4.6% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2018 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2018 was Private Advisor Group, an estimated $971K added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2018 was Morgan Stanley, an estimated $8.53M sold.

Based on aggregated 13F filings for Q3 2018.