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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

108 hedge funds and large institutions have $166M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

0.19% less ownership

Funds ownership: 15.95% → 15.76% (-0.19%)

1% less capital invested

Capital invested by funds: $168M → $166M (-$2.21M)

7% less funds holding

Funds holding: 116 → 108 (-8)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
46
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$1.49M
2
Bank of America
Bank of America
North Carolina
+$1.44M
3
Invesco
Invesco
Georgia
+$1.43M
4
WAM
Weiss Asset Management
Massachusetts
+$393K
5
WAM
Wolverine Asset Management
Illinois
+$370K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$3.62M
2
Morgan Stanley
Morgan Stanley
New York
-$1.39M
3
GC
Guggenheim Capital
Illinois
-$981K
4
SFS
Shaker Financial Services
Virginia
-$894K
5
MIG
Mariner Investment Group
New York
-$508K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$25.6M +$1.44M +147,213 +6%
Morgan Stanley
2
Morgan Stanley
New York
$15.4M -$1.39M -142,284 -8%
Invesco
3
Invesco
Georgia
$10.1M +$1.43M +145,844 +16%
RJA
4
Raymond James & Associates
Florida
$10M +$1.49M +152,150 +17%
UBS Group
5
UBS Group
Switzerland
$9.67M +$339K +34,708 +4%
Ameriprise
6
Ameriprise
Minnesota
$8.39M +$363K +37,120 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.07M +$292K +29,894 +5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$5.73M +$213K +21,772 +4%
GC
9
Guggenheim Capital
Illinois
$5.56M -$981K -100,315 -15%
UIC
10
Uniplan Investment Counsel
Wisconsin
$5.25M -$2.01K -206 -0%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.21M -$372K -38,037 -7%
AAM
12
Advisors Asset Management
Colorado
$4.95M +$269K +27,476 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.36M -$38.5K -3,940 -0.9%
FTI
14
Fiduciary Trust International
Massachusetts
$3.04M +$106K +10,882 +4%
RIA
15
RPG Investment Advisory
California
$2.76M -$25.3K -2,583 -0.9%
Cohen & Steers
16
Cohen & Steers
New York
$2.6M +$119K +12,210 +5%
CK
17
Cohen Klingenstein
New York
$2.43M – – –
SFS
18
Shaker Financial Services
Virginia
$2.34M -$894K -91,447 -28%
WAM
19
Wolverine Asset Management
Illinois
$2.19M +$370K +37,885 +20%
ASN
20
Advisory Services Network
Georgia
$1.97M +$110K +11,302 +6%
CA
21
Cornerstone Advisory
Maryland
$1.95M -$107K -10,960 -5%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.72M +$176K +18,030 +11%
Wells Fargo
23
Wells Fargo
California
$1.68M -$129K -13,167 -7%
LPL Financial
24
LPL Financial
California
$1.52M +$107K +10,978 +8%
AG
25
Advisor Group
Arizona
$1.31M -$121K -12,331 -8%
1
2 3 4 5

ETW Hedge Fund Activity: Q2 2019 in Review

108 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2019, worth a combined $166M — down 1.3% from $168M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ETW and 11 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 46 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.49M. The largest seller was Doliver Advisors, exiting entirely with an estimated $3.62M sold.

  • 108 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2019, down from 116 in Q1 2019.
  • Funds reported $166M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2019, down 1.3% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2019 and 17 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2019 was Raymond James & Associates, an estimated $1.49M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2019 was Doliver Advisors, an estimated $3.62M sold.

Based on aggregated 13F filings for Q2 2019.