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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

145 hedge funds and large institutions have $196M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

7% more funds holding

Funds holding: 135145 (+10)

1.4% more ownership

Funds ownership: 22.48%23.88% (+1.4%)

1% less capital invested

Capital invested by funds: $199M → $196M (-$2.4M)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
53
Reduced
39
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
$18.7M +$993K +123,701 +5%
KIM
2
Karpus Investment Management
New York
$13.8M +$1.08M +133,900 +8%
Morgan Stanley
3
Morgan Stanley
New York
$13.2M -$359K -44,645 -3%
GC
4
Guggenheim Capital
Illinois
$12.7M +$761K +94,809 +6%
RJA
5
Raymond James & Associates
Florida
$11.9M -$905K -112,718 -7%
Invesco
6
Invesco
Georgia
$10.5M +$333K +41,431 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.13M -$2.82M -351,705 -23%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$7.78M +$379K +47,229 +5%
CA
9
Cornerstone Advisors
North Carolina
$6.47M +$4.17M +519,500 +159%
WAM
10
Wolverine Asset Management
Illinois
$4.94M +$450K +55,995 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.81M -$83.1K -10,349 -2%
UBS Group
12
UBS Group
Switzerland
$4.79M +$68.5K +8,526 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.18M -$378K -47,025 -8%
CAM
14
Cresset Asset Management
Illinois
$4.15M +$161K +20,066 +4%
Ameriprise
15
Ameriprise
Minnesota
$4.07M +$303K +37,790 +8%
FHA
16
Flagship Harbor Advisors
Massachusetts
$4.03M -$941K -117,228 -18%
AAM
17
Advisors Asset Management
Colorado
$3.99M -$263K -32,695 -6%
LPL Financial
18
LPL Financial
California
$3.14M +$239K +29,750 +8%
SA
19
SAM Advisors
California
$3.08M -$47.6K -5,925 -1%
AA
20
AQR Arbitrage
Connecticut
$3.03M +$3.18M +396,310 New
Osaic Holdings
21
Osaic Holdings
Arizona
$3M +$1.03M +128,239 +48%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.3M -$47.1K -5,863 -2%
1CP
23
1607 Capital Partners
Virginia
$2.01M +$2.11M +262,650 New
SFS
24
Shaker Financial Services
Virginia
$1.88M -$135K -16,873 -6%
Wells Fargo
25
Wells Fargo
California
$1.86M -$136K -16,963 -7%

ETW Hedge Fund Activity: Q3 2023 in Review

145 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2023, worth a combined $196M — down 1.2% from $199M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.17M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.82M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2023, up from 135 in Q2 2023.
  • Funds reported $196M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $4.17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2023 was Commonwealth Equity Services, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2023.