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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

121 hedge funds and large institutions have $193M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 119121 (+2)

2% more capital invested

Capital invested by funds: $189M → $193M (+$3.75M)

0.79% less ownership

Funds ownership: 18.2%17.41% (-0.79%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
50
Reduced
35
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
$35M +$2.47M +250,235 +8%
Morgan Stanley
2
Morgan Stanley
New York
$15.6M -$2.98M -302,280 -17%
RJA
3
Raymond James & Associates
Florida
$15.6M +$1.41M +143,134 +10%
Invesco
4
Invesco
Georgia
$14.6M -$213K -21,537 -2%
GC
5
Guggenheim Capital
Illinois
$11.2M +$459K +46,493 +4%
Ameriprise
6
Ameriprise
Minnesota
$8.91M -$949K -96,085 -10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.39M -$4.51K -457 -0.1%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$7.29M +$144K +14,583 +2%
AAM
9
Advisors Asset Management
Colorado
$7.04M -$484K -49,005 -7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.49M +$656K +66,452 +12%
Cohen & Steers
11
Cohen & Steers
New York
$5.95M -$138K -13,972 -2%
UBS Group
12
UBS Group
Switzerland
$4.39M -$760K -77,035 -15%
UIC
13
Uniplan Investment Counsel
Wisconsin
$3.97M -$255K -25,780 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.92M +$66.4K +6,728 +2%
HBCM
15
Heron Bay Capital Management
Michigan
$3.12M -$5.73M -580,145 -66%
CK
16
Cohen Klingenstein
New York
$2.42M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.22M -$134K -13,554 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.21M +$299K +30,245 +16%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.21M +$1.43M +144,612 +208%
Franklin Resources
20
Franklin Resources
California
$2.19M +$30.1K +3,049 +1%
LPL Financial
21
LPL Financial
California
$1.95M +$119K +12,057 +7%
Stifel Financial
22
Stifel Financial
Missouri
$1.74M +$435K +44,036 +35%
Citigroup
23
Citigroup
New York
$1.61M -$89.4K -9,057 -5%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.57M +$254K +25,774 +21%
Wells Fargo
25
Wells Fargo
California
$1.48M -$117K -11,902 -8%

ETW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2021, worth a combined $193M — up 2% from $189M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETW positions and 12 closed out — a net gain of 2 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47M. The largest seller was Heron Bay Capital Management, cutting an estimated $5.73M.

  • 121 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2021, up from 119 in Q4 2020.
  • Funds reported $193M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2021, up 2% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2021 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $2.47M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2021 was Heron Bay Capital Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2021.