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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

116 hedge funds and large institutions have $168M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $148M → $168M (+$20.1M)

5% more funds holding

Funds holding: 110116 (+6)

1.51% more ownership

Funds ownership: 14.44%15.95% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
36
Reduced
37
Closed
12
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
$24.1M +$5.08M +522,587 +27%
Morgan Stanley
2
Morgan Stanley
New York
$16.7M +$865K +88,949 +5%
UBS Group
3
UBS Group
Switzerland
$9.31M -$3.23M -332,262 -26%
Invesco
4
Invesco
Georgia
$8.68M +$1.85M +189,791 +27%
RJA
5
Raymond James & Associates
Florida
$8.54M +$1.21M +124,259 +17%
Ameriprise
6
Ameriprise
Minnesota
$8.16M +$9.1K +935 +0.1%
GC
7
Guggenheim Capital
Illinois
$6.53M -$882K -90,707 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.76M +$2.95M +303,636 +106%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.57M +$113K +11,587 +2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.51M +$631K +64,892 +13%
UIC
11
Uniplan Investment Counsel
Wisconsin
$5.24M -$483K -49,613 -8%
AAM
12
Advisors Asset Management
Colorado
$4.67M +$439K +45,086 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.39M -$383K -39,408 -8%
DA
14
Doliver Advisors
Texas
$3.62M +$3.6M +370,058 New
FTI
15
Fiduciary Trust International
Massachusetts
$3.47M
SFS
16
Shaker Financial Services
Virginia
$3.23M +$2.39M +245,768 +292%
RIA
17
RPG Investment Advisory
California
$2.78M -$1.78K -183 -0.1%
Cohen & Steers
18
Cohen & Steers
New York
$2.48M +$128K +13,177 +5%
CK
19
Cohen Klingenstein
New York
$2.42M
CA
20
Cornerstone Advisory
Maryland
$2.05M -$67.5K -6,942 -3%
ASN
21
Advisory Services Network
Georgia
$1.86M +$511K +52,550 +38%
WAM
22
Wolverine Asset Management
Illinois
$1.82M +$1.54M +158,093 +560%
Wells Fargo
23
Wells Fargo
California
$1.8M -$136K -13,960 -7%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.54M +$1.1M +112,657 +250%
AG
25
Advisor Group
Arizona
$1.43M -$105K -10,755 -7%

ETW Hedge Fund Activity: Q1 2019 in Review

116 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2019, worth a combined $168M — up 14% from $148M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETW positions and 12 closed out — a net gain of 7 holders — while 36 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $5.08M. The largest seller was UBS Group, cutting an estimated $3.23M.

  • 116 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $168M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2019, up 14% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2019 and 12 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2019 was Bank of America, an estimated $5.08M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2019 was UBS Group, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2019.