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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

124 hedge funds and large institutions have $175M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

0.92% more ownership

Funds ownership: 18.74%19.66% (+0.92%)

1% less funds holding

Funds holding: 125124 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

15% less capital invested

Capital invested by funds: $205M → $175M (-$30.3M)

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
31
Closed
15
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
$27.2M -$2.13M -237,159 -7%
Morgan Stanley
2
Morgan Stanley
New York
$16.7M +$867K +96,709 +5%
RJA
3
Raymond James & Associates
Florida
$15.2M -$1.91M -212,559 -10%
GC
4
Guggenheim Capital
Illinois
$9.61M +$52.2K +5,823 +0.5%
Invesco
5
Invesco
Georgia
$9M +$1.14M +126,549 +13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.7M +$2.18M +243,240 +30%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$7.4M +$1.12M +124,797 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.66M +$181K +20,216 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.66M -$81.2K -9,056 -1%
CF
10
Centaurus Financial
California
$4.59M +$587K +65,416 +13%
AAM
11
Advisors Asset Management
Colorado
$4.12M -$249K -27,806 -5%
Ameriprise
12
Ameriprise
Minnesota
$3.13M +$44K +4,909 +1%
UBS Group
13
UBS Group
Switzerland
$3.06M -$197K -21,930 -6%
UIC
14
Uniplan Investment Counsel
Wisconsin
$3.05M +$241K +26,866 +8%
SA
15
SAM Advisors
California
$2.9M +$27K +3,011 +0.8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.72M +$85.6K +9,541 +3%
LPL Financial
17
LPL Financial
California
$2.53M +$200K +22,308 +8%
SFS
18
Shaker Financial Services
Virginia
$2.46M +$2.66M +296,560 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2.34M +$93.4K +10,415 +4%
WAM
20
Wolverine Asset Management
Illinois
$2.19M +$2.37M +263,697 New
CK
21
Cohen Klingenstein
New York
$1.95M
Franklin Resources
22
Franklin Resources
California
$1.81M -$58.2K -6,486 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.76M -$287K -32,046 -13%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.63M +$159K +17,725 +10%
Wells Fargo
25
Wells Fargo
California
$1.57M -$42.9K -4,779 -2%

ETW Hedge Fund Activity: Q2 2022 in Review

124 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2022, worth a combined $175M — down 15% from $205M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ETW and 14 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 50 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.66M. The largest seller was Bank of America, cutting an estimated $2.13M.

  • 124 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $175M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2022 and 15 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2022 was Shaker Financial Services, an estimated $2.66M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2022 was Bank of America, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.