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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

110 hedge funds and large institutions have $197M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

18% more capital invested

Capital invested by funds: $166M → $197M (+$30.1M)

7% more funds holding

Funds holding: 103110 (+7)

1.6% more ownership

Funds ownership: 16.04%17.64% (+1.6%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
35
Reduced
27
Closed
7
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
$34.6M +$5.73M +569,481 +21%
Morgan Stanley
2
Morgan Stanley
New York
$16.3M +$1.22M +120,851 +8%
RJA
3
Raymond James & Associates
Florida
$13M +$500K +49,678 +4%
Invesco
4
Invesco
Georgia
$10.7M +$478K +47,464 +5%
UBS Group
5
UBS Group
Switzerland
$10.3M +$386K +38,358 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.85M +$2.68M +266,033 +39%
Ameriprise
7
Ameriprise
Minnesota
$8.52M -$267K -26,580 -3%
GC
8
Guggenheim Capital
Illinois
$7.01M +$216K +21,495 +3%
AAM
9
Advisors Asset Management
Colorado
$6.95M +$591K +58,704 +10%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$6.68M +$277K +27,579 +4%
Cohen & Steers
11
Cohen & Steers
New York
$6.53M +$3.3M +328,093 +109%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.6M +$379K +37,692 +8%
UIC
13
Uniplan Investment Counsel
Wisconsin
$5.34M -$303K -30,069 -6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4.73M +$47.4K +4,708 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.42M -$154K -15,303 -3%
AWA
16
Arkadios Wealth Advisors
Georgia
$3.7M +$3.56M +354,192 New
FTI
17
Fiduciary Trust International
Massachusetts
$3.28M +$26.2K +2,606 +0.8%
RIA
18
RPG Investment Advisory
California
$2.88M -$25.8K -2,569 -0.9%
CK
19
Cohen Klingenstein
New York
$2.44M -$132K -13,130 -5%
ASN
20
Advisory Services Network
Georgia
$2.27M +$176K +17,482 +9%
CA
21
Cornerstone Advisory
Maryland
$2.04M -$9.65K -959 -0.5%
Citigroup
22
Citigroup
New York
$1.53M +$52.4K +5,204 +4%
LPL Financial
23
LPL Financial
California
$1.44M -$226K -22,475 -14%
RBFC
24
Roman Butler Fullerton & Co
Missouri
$1.3M -$41.9K -4,160 -3%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.24M -$173K -17,195 -13%

ETW Hedge Fund Activity: Q4 2019 in Review

110 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2019, worth a combined $197M — up 18% from $166M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETW positions and 7 closed out — a net gain of 8 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $5.73M. The largest seller was Shaker Financial Services, cutting an estimated $953K.

  • 110 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2019, up from 103 in Q3 2019.
  • Funds reported $197M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2019, up 18% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2019 and 7 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2019 was Bank of America, an estimated $5.73M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2019 was Shaker Financial Services, an estimated $953K sold.

Based on aggregated 13F filings for Q4 2019.