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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

118 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

4% more capital invested

Capital invested by funds: $193M → $201M (+$7.83M)

0.26% less ownership

Funds ownership: 17.41%17.14% (-0.26%)

2% less funds holding

Funds holding: 121118 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
47
Reduced
32
Closed
14
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
$36.3M -$646K -59,670 -2%
RJA
2
Raymond James & Associates
Florida
$20.7M +$4.28M +395,446 +26%
Morgan Stanley
3
Morgan Stanley
New York
$17.1M +$675K +62,297 +4%
Invesco
4
Invesco
Georgia
$12.4M -$2.95M -272,457 -19%
GC
5
Guggenheim Capital
Illinois
$11M -$765K -70,628 -7%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$8.02M +$323K +29,857 +4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$7.93M +$1.08M +99,699 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.19M -$608K -56,125 -8%
AAM
9
Advisors Asset Management
Colorado
$6.66M -$769K -71,026 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.98M +$3.63M +335,371 +157%
Ameriprise
11
Ameriprise
Minnesota
$5.86M -$3.52M -325,442 -38%
AWA
12
Arkadios Wealth Advisors
Georgia
$4.87M +$3.41M +314,417 +236%
UBS Group
13
UBS Group
Switzerland
$4.83M +$195K +17,995 +4%
UIC
14
Uniplan Investment Counsel
Wisconsin
$3.98M -$213K -19,669 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.46M -$675K -62,290 -16%
CK
16
Cohen Klingenstein
New York
$2.56M
Osaic Holdings
17
Osaic Holdings
Arizona
$2.55M +$212K +19,598 +9%
Wells Fargo
18
Wells Fargo
California
$2.38M +$821K +75,762 +53%
Franklin Resources
19
Franklin Resources
California
$2.34M +$30.9K +2,853 +1%
LPL Financial
20
LPL Financial
California
$2.24M +$178K +16,430 +9%
Cohen & Steers
21
Cohen & Steers
New York
$1.99M -$4.26M -393,172 -68%
CF
22
Centaurus Financial
California
$1.85M +$1.07M +99,062 +139%
Stifel Financial
23
Stifel Financial
Missouri
$1.74M -$104K -9,587 -6%
RBFC
24
Roman Butler Fullerton & Co
Missouri
$1.61M +$24.9K +2,295 +2%
Citigroup
25
Citigroup
New York
$1.6M -$93K -8,584 -6%

ETW Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2021, worth a combined $201M — up 4.1% from $193M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ETW and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 47 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.28M. The largest seller was Cohen & Steers, cutting an estimated $4.26M.

  • 118 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $201M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2021, up 4.1% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2021 and 14 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2021 was Raymond James & Associates, an estimated $4.28M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2021 was Cohen & Steers, an estimated $4.26M sold.

Based on aggregated 13F filings for Q2 2021.