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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

106 hedge funds and large institutions have $167M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

1% more funds holding

Funds holding: 105106 (+1)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

0.1% less ownership

Funds ownership: 18.25%18.15% (-0.1%)

2% less capital invested

Capital invested by funds: $170M → $167M (-$3.03M)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
37
Reduced
37
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
$34.1M +$1.55M +174,952 +5%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M +$1.41M +159,620 +11%
Invesco
3
Invesco
Georgia
$12.1M -$495K -56,061 -4%
RJA
4
Raymond James & Associates
Florida
$11.5M -$109K -12,371 -0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.56M -$1.21M -136,442 -12%
GC
6
Guggenheim Capital
Illinois
$7.48M +$68.7K +7,772 +0.9%
Ameriprise
7
Ameriprise
Minnesota
$7.11M +$813K +92,057 +12%
AAM
8
Advisors Asset Management
Colorado
$5.96M +$435K +49,177 +8%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$5.81M -$80.7K -9,132 -1%
KIM
10
Karpus Investment Management
New York
$5.33M -$940K -106,342 -15%
Cohen & Steers
11
Cohen & Steers
New York
$5.04M
UBS Group
12
UBS Group
Switzerland
$4.96M -$1.25M -141,212 -20%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.48M +$88K +9,960 +2%
UIC
14
Uniplan Investment Counsel
Wisconsin
$3.84M -$253K -28,608 -6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.44M +$160K +18,056 +5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.16M -$809K -91,605 -27%
CK
17
Cohen Klingenstein
New York
$2.01M
Franklin Resources
18
Franklin Resources
California
$1.76M +$1.82M +205,793 New
LPL Financial
19
LPL Financial
California
$1.54M +$264K +29,928 +20%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.44M +$269K +30,473 +22%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.37M +$116K +13,110 +9%
CCP
22
Clough Capital Partners
Massachusetts
$1.25M -$491K -55,567 -27%
COLIM
23
City of London Investment Management
United Kingdom
$1.24M -$177K -20,000 -12%
Citigroup
24
Citigroup
New York
$1.22M +$9.78K +1,107 +0.8%
RBFC
25
Roman Butler Fullerton & Co
Missouri
$1.15M +$38.1K +4,317 +3%

ETW Hedge Fund Activity: Q3 2020 in Review

106 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2020, worth a combined $167M — down 1.8% from $170M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETW positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $1.82M. The largest seller was UBS Group, cutting an estimated $1.25M.

  • 106 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2020, up from 105 in Q2 2020.
  • Funds reported $167M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2020, down 1.8% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2020 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $1.82M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2020 was UBS Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2020.