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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

129 hedge funds and large institutions have $149M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

4% more funds holding

Funds holding: 124129 (+5)

1.35% less ownership

Funds ownership: 19.66%18.31% (-1.4%)

15% less capital invested

Capital invested by funds: $175M → $149M (-$26M)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
30
Closed
11
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
$18.1M -$7.79M -890,255 -27%
Morgan Stanley
2
Morgan Stanley
New York
$14.7M -$514K -58,714 -3%
RJA
3
Raymond James & Associates
Florida
$14.2M +$444K +50,671 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.6M +$1.94M +221,156 +21%
GC
5
Guggenheim Capital
Illinois
$8.63M -$142K -16,170 -1%
Invesco
6
Invesco
Georgia
$7.15M -$1.2M -137,452 -13%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$6.79M +$53.3K +6,086 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.42M -$746K -85,251 -11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.65M -$579K -66,173 -10%
UBS Group
10
UBS Group
Switzerland
$3.94M +$1.34M +152,747 +41%
Ameriprise
11
Ameriprise
Minnesota
$3.91M +$1.22M +139,182 +37%
CF
12
Centaurus Financial
California
$3.86M -$371K -42,367 -8%
AAM
13
Advisors Asset Management
Colorado
$3.66M -$112K -12,765 -3%
UIC
14
Uniplan Investment Counsel
Wisconsin
$2.88M +$114K +13,063 +4%
SA
15
SAM Advisors
California
$2.8M +$121K +13,865 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.46M -$17.5K -1,995 -0.6%
LPL Financial
17
LPL Financial
California
$2.31M -$4.38K -500 -0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.84M -$344K -39,247 -14%
CK
19
Cohen Klingenstein
New York
$1.78M
Wells Fargo
20
Wells Fargo
California
$1.75M +$373K +42,570 +23%
Franklin Resources
21
Franklin Resources
California
$1.68M +$34K +3,879 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.56M +$94.8K +10,828 +6%
RBFC
23
Roman Butler Fullerton & Co
Missouri
$1.49M +$153K +17,517 +10%
Stifel Financial
24
Stifel Financial
Missouri
$1.23M -$41.6K -4,750 -3%
AAS
25
Avantax Advisory Services
Texas
$1.11M +$57.9K +6,611 +5%

ETW Hedge Fund Activity: Q3 2022 in Review

129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2022, worth a combined $149M — down 15% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETW positions and 11 closed out — a net gain of 7 holders — while 46 added to existing stakes and 30 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.94M. The largest seller was Bank of America, cutting an estimated $7.79M.

  • 129 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2022, up from 124 in Q2 2022.
  • Funds reported $149M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2022 and 11 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2022 was Commonwealth Equity Services, an estimated $1.94M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2022 was Bank of America, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2022.