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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

133 hedge funds and large institutions have $165M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0.97% more ownership

Funds ownership: 19.49%20.46% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 141133 (-8)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

45% less capital invested

Capital invested by funds: $301M → $165M (-$136M)

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
53
Reduced
38
Closed
17
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
$17.8M +$563K +70,213 +3%
Morgan Stanley
2
Morgan Stanley
New York
$15M -$200K -24,978 -1%
RJA
3
Raymond James & Associates
Florida
$14.3M -$826K -103,033 -6%
GC
4
Guggenheim Capital
Illinois
$10.7M +$342K +42,610 +3%
Invesco
5
Invesco
Georgia
$10.6M +$2.46M +307,299 +31%
KIM
6
Karpus Investment Management
New York
$7.63M +$4.88M +608,815 +181%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$7.52M +$324K +40,414 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.3M +$171K +21,378 +3%
UBS Group
9
UBS Group
Switzerland
$4.89M +$94.6K +11,805 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.83M +$31.5K +3,925 +0.7%
Ameriprise
11
Ameriprise
Minnesota
$4.48M +$613K +76,495 +16%
SFS
12
Shaker Financial Services
Virginia
$4.42M +$231K +28,796 +6%
AAM
13
Advisors Asset Management
Colorado
$4.28M +$143K +17,826 +3%
WAM
14
Wolverine Asset Management
Illinois
$4.19M +$2.16M +269,395 +108%
CF
15
Centaurus Financial
California
$3.53M -$418K -52,101 -11%
SA
16
SAM Advisors
California
$3.14M -$389K -48,483 -11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.47M -$32.8K -4,093 -1%
LPL Financial
18
LPL Financial
California
$2.46M +$96.4K +12,023 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.17M +$35.3K +4,399 +2%
Wells Fargo
20
Wells Fargo
California
$1.99M +$91.7K +11,433 +5%
CK
21
Cohen Klingenstein
New York
$1.9M
Franklin Resources
22
Franklin Resources
California
$1.85M +$28.8K +3,594 +2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.82M -$119K -14,823 -6%
RBFC
24
Roman Butler Fullerton & Co
Missouri
$1.49M -$14K -1,746 -0.9%
Truist Financial
25
Truist Financial
North Carolina
$1.48M +$218K +27,163 +17%

ETW Hedge Fund Activity: Q1 2023 in Review

133 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2023, worth a combined $165M — down 45% from $301M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ETW and 12 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.88M. The largest seller was Raymond James & Associates, cutting an estimated $826K.

  • 133 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2023, down from 141 in Q4 2022.
  • Funds reported $165M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2023, down 45% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2023 and 17 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $4.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2023 was Raymond James & Associates, an estimated $826K sold.

Based on aggregated 13F filings for Q1 2023.