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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

111 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

0.19% more ownership

Funds ownership: 17.14%17.33% (+0.19%)

0% more capital invested

Capital invested by funds: $201M → $201M (+$135K)

6% less funds holding

Funds holding: 118111 (-7)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
52
Reduced
20
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 -$1.09M -97,912 -3%
RJA
2
Raymond James & Associates
Florida
$20.9M +$338K +30,480 +2%
Morgan Stanley
3
Morgan Stanley
New York
$17M +$60.6K +5,457 +0.3%
Invesco
4
Invesco
Georgia
$12.3M -$48.8K -4,397 -0.4%
GC
5
Guggenheim Capital
Illinois
$11.6M +$710K +63,993 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$7.96M +$91.5K +8,249 +1%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$7.62M -$355K -32,016 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.48M +$1.58M +142,200 +26%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.25M +$117K +10,546 +2%
Ameriprise
10
Ameriprise
Minnesota
$5.62M -$198K -17,859 -3%
AAM
11
Advisors Asset Management
Colorado
$5.45M -$1.19M -106,785 -17%
AWA
12
Arkadios Wealth Advisors
Georgia
$4.84M +$8.07K +727 +0.2%
UBS Group
13
UBS Group
Switzerland
$4.68M -$110K -9,899 -2%
UIC
14
Uniplan Investment Counsel
Wisconsin
$3.94M -$13K -1,169 -0.3%
SA
15
SAM Advisors
California
$3.67M +$4.06M +365,475 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.44M +$2.9K +261 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.84M +$321K +28,921 +12%
LPL Financial
18
LPL Financial
California
$2.76M +$550K +49,602 +24%
CF
19
Centaurus Financial
California
$2.73M +$909K +81,872 +48%
CK
20
Cohen Klingenstein
New York
$2.54M
Franklin Resources
21
Franklin Resources
California
$2.35M +$31.2K +2,810 +1%
Wells Fargo
22
Wells Fargo
California
$2.27M -$101K -9,068 -4%
Stifel Financial
23
Stifel Financial
Missouri
$1.77M +$51.4K +4,636 +3%
RBFC
24
Roman Butler Fullerton & Co
Missouri
$1.76M +$120K +10,813 +7%
PAG
25
Private Advisor Group
New Jersey
$1.3M +$38.5K +3,469 +3%

ETW Hedge Fund Activity: Q3 2021 in Review

111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2021, worth a combined $201M — up 0.07% from $201M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETW and 6 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 52 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.58M. The largest seller was Cohen & Steers, exiting entirely with an estimated $1.99M sold.

  • 111 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2021, down from 118 in Q2 2021.
  • Funds reported $201M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2021, up 0.07% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2021 and 12 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2021 was Commonwealth Equity Services, an estimated $1.58M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2021 was Cohen & Steers, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2021.