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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

135 hedge funds and large institutions have $199M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $165M → $199M (+$33.3M)

2.02% more ownership

Funds ownership: 20.46%22.48% (+2%)

2% more funds holding

Funds holding: 133135 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
53
Reduced
39
Closed
10
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
$19.1M +$1.03M +127,402 +6%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M -$640K -78,856 -4%
KIM
3
Karpus Investment Management
New York
$13.7M +$5.88M +724,833 +77%
RJA
4
Raymond James & Associates
Florida
$13.7M -$812K -100,079 -6%
GC
5
Guggenheim Capital
Illinois
$12.9M +$1.99M +244,868 +19%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.7M +$209K +25,691 +2%
Invesco
7
Invesco
Georgia
$10.9M +$141K +17,355 +1%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$7.98M +$326K +40,223 +4%
FHA
9
Flagship Harbor Advisors
Massachusetts
$5.3M +$4.54M +558,795 +653%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.26M -$130K -16,010 -2%
UBS Group
11
UBS Group
Switzerland
$5.09M +$117K +14,445 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.89M -$21.3K -2,627 -0.4%
WAM
13
Wolverine Asset Management
Illinois
$4.85M +$579K +71,323 +14%
AAM
14
Advisors Asset Management
Colorado
$4.57M +$212K +26,108 +5%
CAM
15
Cresset Asset Management
Illinois
$4.3M +$4.24M +522,933 New
Ameriprise
16
Ameriprise
Minnesota
$3.95M -$592K -72,944 -13%
SA
17
SAM Advisors
California
$3.35M +$172K +21,243 +5%
LPL Financial
18
LPL Financial
California
$3.13M +$614K +75,696 +25%
CF
19
Centaurus Financial
California
$2.74M -$843K -103,844 -24%
CA
20
Cornerstone Advisors
North Carolina
$2.69M +$2.66M +327,377 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.52M +$7.17K +883 +0.3%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.18M -$29.4K -3,623 -1%
SFS
23
Shaker Financial Services
Virginia
$2.16M -$2.3M -283,405 -52%
Wells Fargo
24
Wells Fargo
California
$2.14M +$114K +14,096 +6%
CK
25
Cohen Klingenstein
New York
$1.93M

ETW Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2023, worth a combined $199M — up 20% from $165M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.88M. The largest seller was Shaker Financial Services, cutting an estimated $2.3M.

  • 135 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $199M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2023, up 20% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2023 and 10 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2023 was Shaker Financial Services, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2023.