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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

145 hedge funds and large institutions have $225M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $196M → $225M (+$28.4M)

3% more ownership

Funds ownership: 23.88%26.88% (+3%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 145145 (0)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
53
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.9M +$17M +2,247,472 +130%
Bank of America
2
Bank of America
North Carolina
$20.1M +$1.03M +136,380 +6%
KIM
3
Karpus Investment Management
New York
$14.6M +$539K +71,306 +4%
GC
4
Guggenheim Capital
Illinois
$13.3M +$384K +50,693 +3%
RJA
5
Raymond James & Associates
Florida
$11.1M -$882K -116,628 -8%
Invesco
6
Invesco
Georgia
$10.9M +$266K +35,217 +3%
CA
7
Cornerstone Advisors
North Carolina
$10.8M +$4.12M +544,408 +64%
AA
8
AQR Arbitrage
Connecticut
$6.84M +$3.66M +483,536 +122%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$6.58M -$1.29M -170,445 -17%
WAM
10
Wolverine Asset Management
Illinois
$5.72M +$676K +89,356 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.88M -$10.9K -1,447 -0.2%
UBS Group
12
UBS Group
Switzerland
$4.68M -$195K -25,769 -4%
AAM
13
Advisors Asset Management
Colorado
$4.38M +$309K +40,785 +8%
CAM
14
Cresset Asset Management
Illinois
$4.21M -$4.28K -565 -0.1%
FHA
15
Flagship Harbor Advisors
Massachusetts
$4.19M +$87K +11,497 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.03M -$225K -29,720 -5%
LCM
17
Landscape Capital Management
New Jersey
$3.6M +$2.63M +347,336 +300%
SA
18
SAM Advisors
California
$3.37M +$143K +18,848 +5%
1CP
19
1607 Capital Partners
Virginia
$3.06M +$990K +130,867 +50%
SFS
20
Shaker Financial Services
Virginia
$3.03M +$1.09M +144,101 +58%
LPL Financial
21
LPL Financial
California
$2.7M -$475K -62,820 -15%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.68M -$366K -48,414 -12%
LSC
23
Logan Stone Capital
Illinois
$2.64M +$2.44M +322,039 +1,813%
Ameriprise
24
Ameriprise
Minnesota
$2.47M -$1.52M -201,283 -39%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.32M -$18.2K -2,407 -0.8%

ETW Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2023, worth a combined $225M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETW positions and 14 closed out — a net gain of 1 holder — while 53 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.61M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $225M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2023 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2023 was Commonwealth Equity Services, an estimated $7.61M sold.

Based on aggregated 13F filings for Q4 2023.