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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

144 hedge funds and large institutions have $232M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $225M → $232M (+$7.11M)

0.58% less ownership

Funds ownership: 26.88%26.3% (-0.58%)

1% less funds holding

Funds holding: 145144 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
54
Reduced
43
Closed
16
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
$21.9M +$646K +81,377 +3%
Morgan Stanley
2
Morgan Stanley
New York
$16.5M -$15.6M -1,968,626 -49%
KIM
3
Karpus Investment Management
New York
$15.3M -$49.6K -6,250 -0.3%
GC
4
Guggenheim Capital
Illinois
$14.1M +$47.1K +5,936 +0.3%
CA
5
Cornerstone Advisors
North Carolina
$13.9M +$2.38M +300,257 +22%
Invesco
6
Invesco
Georgia
$13.5M +$1.86M +233,740 +17%
RJA
7
Raymond James & Associates
Florida
$12M +$182K +22,862 +2%
AA
8
AQR Arbitrage
Connecticut
$9.36M +$2.08M +261,661 +30%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$6.99M +$43.3K +5,450 +0.6%
WAM
10
Wolverine Asset Management
Illinois
$5.9M -$129K -16,229 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.39M +$228K +28,706 +5%
UBS Group
12
UBS Group
Switzerland
$4.69M -$240K -30,214 -5%
FHA
13
Flagship Harbor Advisors
Massachusetts
$4.52M +$101K +12,661 +2%
CAM
14
Cresset Asset Management
Illinois
$4.48M +$32.4K +4,086 +0.8%
AAM
15
Advisors Asset Management
Colorado
$4.42M -$194K -24,421 -4%
1CP
16
1607 Capital Partners
Virginia
$4.35M +$1.09M +137,144 +35%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.1M -$144K -18,199 -4%
SA
18
SAM Advisors
California
$3.68M +$115K +14,491 +3%
LSC
19
Logan Stone Capital
Illinois
$3.6M +$785K +98,826 +29%
LCM
20
Landscape Capital Management
New Jersey
$3.5M -$289K -36,442 -8%
SFS
21
Shaker Financial Services
Virginia
$2.86M -$334K -42,007 -11%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.58M -$242K -30,482 -9%
LPL Financial
23
LPL Financial
California
$2.5M -$343K -43,261 -12%
Ameriprise
24
Ameriprise
Minnesota
$2.46M -$140K -17,663 -6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.38M -$64.2K -8,091 -3%

ETW Hedge Fund Activity: Q1 2024 in Review

144 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2024, worth a combined $232M — up 3.2% from $225M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ETW and 15 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $15.6M.

  • 144 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2024, down from 145 in Q4 2023.
  • Funds reported $232M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $2.38M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2024.