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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

127 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

136% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 22

14% more funds holding

Funds holding: 111127 (+16)

9% more capital invested

Capital invested by funds: $201M → $218M (+$17.1M)

0.51% more ownership

Funds ownership: 17.33%17.83% (+0.51%)

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
52
Reduced
22
Closed
3
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
$36.7M +$527K +47,917 +1%
RJA
2
Raymond James & Associates
Florida
$21.8M +$144K +13,069 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$19M +$1.38M +125,136 +8%
Invesco
4
Invesco
Georgia
$13.3M +$565K +51,328 +5%
GC
5
Guggenheim Capital
Illinois
$12.3M +$285K +25,912 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.37M +$121K +11,014 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.36M +$614K +55,843 +8%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$8.28M +$394K +35,761 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.95M +$435K +39,530 +6%
AAM
10
Advisors Asset Management
Colorado
$5.3M -$337K -30,643 -6%
UBS Group
11
UBS Group
Switzerland
$5M +$148K +13,415 +3%
CF
12
Centaurus Financial
California
$4.58M +$1.73M +156,920 +62%
Ameriprise
13
Ameriprise
Minnesota
$4.49M -$1.31M -118,769 -23%
CA
14
CoreCap Advisors
Michigan
$3.95M +$45.7K +4,150 New
UIC
15
Uniplan Investment Counsel
Wisconsin
$3.82M -$246K -22,369 -6%
SA
16
SAM Advisors
California
$3.7M -$114K -10,387 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.63M +$62.2K +5,652 +2%
AWA
18
Arkadios Wealth Advisors
Georgia
$3.46M -$1.53M -138,876 -31%
LPL Financial
19
LPL Financial
California
$3.09M +$237K +21,539 +8%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.99M +$47.5K +4,320 +2%
CK
21
Cohen Klingenstein
New York
$2.63M
Franklin Resources
22
Franklin Resources
California
$2.47M +$31.8K +2,892 +1%
Wells Fargo
23
Wells Fargo
California
$2.44M +$87K +7,908 +4%
Stifel Financial
24
Stifel Financial
Missouri
$1.88M +$41K +3,727 +2%
RBFC
25
Roman Butler Fullerton & Co
Missouri
$1.81M +$34.3K +3,121 +2%

ETW Hedge Fund Activity: Q4 2021 in Review

127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2021, worth a combined $218M — up 8.5% from $201M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETW positions and 3 closed out — a net gain of 19 holders — while 52 added to existing stakes and 22 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $1.73M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $1.53M.

  • 127 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $218M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2021, up 8.5% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2021 and 3 closed out, a net change of +19 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2021 was Centaurus Financial, an estimated $1.73M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2021 was Arkadios Wealth Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2021.