We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

141 hedge funds and large institutions have $301M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $149M → $301M (+$152M)

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

9% more funds holding

Funds holding: 129141 (+12)

1.18% more ownership

Funds ownership: 18.31%19.49% (+1.2%)

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
47
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$140M +$7.46K +918 +5%
Bank of America
2
Bank of America
North Carolina
$16.5M -$2.07M -254,087 -11%
Morgan Stanley
3
Morgan Stanley
New York
$14.6M -$521K -64,017 -3%
RJA
4
Raymond James & Associates
Florida
$14.5M -$113K -13,910 -0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.6M +$805K +98,981 +8%
GC
6
Guggenheim Capital
Illinois
$9.9M +$1.11M +136,309 +12%
Invesco
7
Invesco
Georgia
$7.81M +$502K +61,675 +7%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$6.91M -$56.6K -6,957 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.93M -$661K -81,271 -11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.61M -$172K -21,155 -3%
UBS Group
11
UBS Group
Switzerland
$4.6M +$585K +71,938 +14%
SFS
12
Shaker Financial Services
Virginia
$4.02M +$4.07M +500,236 +2,842%
AAM
13
Advisors Asset Management
Colorado
$3.97M +$227K +27,953 +6%
CF
14
Centaurus Financial
California
$3.8M -$171K -20,970 -4%
Ameriprise
15
Ameriprise
Minnesota
$3.72M -$311K -38,239 -7%
SA
16
SAM Advisors
California
$3.4M +$525K +64,542 +17%
KIM
17
Karpus Investment Management
New York
$2.61M +$2.73M +335,978 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.41M -$125K -15,319 -5%
LPL Financial
19
LPL Financial
California
$2.27M -$93.8K -11,540 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.05M +$174K +21,395 +9%
WAM
21
Wolverine Asset Management
Illinois
$1.94M +$2.03M +249,492 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.87M +$276K +33,917 +16%
Wells Fargo
23
Wells Fargo
California
$1.83M +$32.5K +3,993 +2%
CK
24
Cohen Klingenstein
New York
$1.82M
Franklin Resources
25
Franklin Resources
California
$1.75M +$32.3K +3,973 +2%

ETW Hedge Fund Activity: Q4 2022 in Review

141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2022, worth a combined $301M — up 102% from $149M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ETW positions and 21 closed out — a net gain of 14 holders — while 47 added to existing stakes and 33 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $4.07M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $2.88M sold.

  • 141 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $301M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2022, up 102% quarter-over-quarter.
  • 35 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2022 and 21 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $4.07M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2022 was Uniplan Investment Counsel, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2022.