We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

119 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

14% more capital invested

Capital invested by funds: $167M → $189M (+$22.6M)

12% more funds holding

Funds holding: 106119 (+13)

0.05% more ownership

Funds ownership: 18.15%18.2% (+0.05%)

Holders
119
Holders Change
+13
Holders Change %
+12.26%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
37
Reduced
29
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
$30.4M -$7.76M -850,660 -21%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M +$1.21M +132,883 +8%
Invesco
3
Invesco
Georgia
$13.9M +$189K +20,738 +1%
RJA
4
Raymond James & Associates
Florida
$13.2M +$149K +16,360 +1%
GC
5
Guggenheim Capital
Illinois
$10M +$1.47M +161,431 +18%
Ameriprise
6
Ameriprise
Minnesota
$9.29M +$1.16M +127,550 +15%
HBCM
7
Heron Bay Capital Management
Michigan
$8.54M +$8.05M +882,174 New
AAM
8
Advisors Asset Management
Colorado
$7.08M +$301K +32,988 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.94M -$2.61M -285,978 -29%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$6.7M +$108K +11,818 +2%
Cohen & Steers
11
Cohen & Steers
New York
$5.71M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.44M +$341K +37,379 +7%
UBS Group
13
UBS Group
Switzerland
$4.86M -$713K -78,229 -13%
UIC
14
Uniplan Investment Counsel
Wisconsin
$3.98M -$353K -38,666 -9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.62M -$261K -28,635 -7%
CK
16
Cohen Klingenstein
New York
$2.27M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.21M -$217K -23,747 -9%
LCM
18
Landscape Capital Management
New Jersey
$2.15M +$2.03M +222,187 New
Franklin Resources
19
Franklin Resources
California
$2.02M +$30.4K +3,330 +2%
SFS
20
Shaker Financial Services
Virginia
$1.94M +$1.45M +158,573 +382%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.78M +$214K +23,418 +15%
LPL Financial
22
LPL Financial
California
$1.71M -$30.9K -3,383 -2%
Citigroup
23
Citigroup
New York
$1.6M +$204K +22,411 +16%
Wells Fargo
24
Wells Fargo
California
$1.5M +$363K +39,754 +34%
RBFC
25
Roman Butler Fullerton & Co
Missouri
$1.41M +$99.3K +10,885 +8%

ETW Hedge Fund Activity: Q4 2020 in Review

119 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2020, worth a combined $189M — up 14% from $167M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETW positions and 12 closed out — a net gain of 14 holders — while 37 added to existing stakes and 29 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $2.03M. The largest seller was Bank of America, cutting an estimated $7.76M.

  • 119 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2020, up from 106 in Q3 2020.
  • Funds reported $189M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2020 and 12 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2020 was Landscape Capital Management, an estimated $2.03M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2020 was Bank of America, an estimated $7.76M sold.

Based on aggregated 13F filings for Q4 2020.