We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

148 hedge funds and large institutions have $233M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

3% more funds holding

Funds holding: 144148 (+4)

1% more capital invested

Capital invested by funds: $232M → $233M (+$1.21M)

0.03% less ownership

Funds ownership: 26.3%26.27% (-0.03%)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
54
Reduced
42
Closed
13
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
$22.2M +$113K +13,887 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$16.7M +$51.9K +6,409 +0.3%
KIM
3
Karpus Investment Management
New York
$15.1M -$363K -44,748 -2%
GC
4
Guggenheim Capital
Illinois
$14.7M +$541K +66,779 +4%
Invesco
5
Invesco
Georgia
$13.2M -$399K -49,262 -3%
CA
6
Cornerstone Advisors
North Carolina
$12.7M -$1.23M -152,145 -9%
AA
7
AQR Arbitrage
Connecticut
$10.1M +$646K +79,761 +7%
RJA
8
Raymond James & Associates
Florida
$9.35M -$2.65M -327,042 -22%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$7.32M +$261K +32,220 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.8M +$1.34M +165,117 +25%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$5.43M +$3.21M +396,270 +152%
UBS Group
12
UBS Group
Switzerland
$4.94M +$208K +25,697 +4%
AAM
13
Advisors Asset Management
Colorado
$4.77M +$305K +37,647 +7%
FHA
14
Flagship Harbor Advisors
Massachusetts
$4.7M +$140K +17,326 +3%
CAM
15
Cresset Asset Management
Illinois
$4.53M +$7.46K +921 +0.2%
WAM
16
Wolverine Asset Management
Illinois
$4.26M -$1.66M -204,751 -28%
1CP
17
1607 Capital Partners
Virginia
$4.19M -$191K -23,600 -4%
SA
18
SAM Advisors
California
$3.8M -$7.45K -919 -0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.69M -$438K -54,029 -11%
LSC
20
Logan Stone Capital
Illinois
$3.25M -$371K -45,735 -10%
LPL Financial
21
LPL Financial
California
$3.07M +$546K +67,394 +22%
SFS
22
Shaker Financial Services
Virginia
$3.02M +$133K +16,460 +5%
Ameriprise
23
Ameriprise
Minnesota
$2.71M +$226K +27,880 +9%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.46M +$58.4K +7,204 +2%
Wells Fargo
25
Wells Fargo
California
$2.35M +$54K +6,664 +2%

ETW Hedge Fund Activity: Q2 2024 in Review

148 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2024, worth a combined $233M — up 0.52% from $232M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 13 closed out — a net gain of 8 holders — while 54 added to existing stakes and 42 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $3.21M. The largest seller was Raymond James & Associates, cutting an estimated $2.65M.

  • 148 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2024, up from 144 in Q1 2024.
  • Funds reported $233M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2024, up 0.52% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2024 and 13 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2024 was Pathstone Holdings, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2024 was Raymond James & Associates, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2024.