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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

160 hedge funds and large institutions have $219M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

12% more funds holding

Funds holding: 143160 (+17)

0% more capital invested

Capital invested by funds: $219M → $219M (+$95.6K)

0.4% less ownership

Funds ownership: 24.61%24.21% (-0.4%)

Holders
160
Holders Change
+17
Holders Change %
+11.89%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
49
Reduced
43
Closed
12
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
$19.4M -$2.95M -344,260 -13%
GC
2
Guggenheim Capital
Illinois
$16.1M +$1.19M +138,560 +8%
KIM
3
Karpus Investment Management
New York
$15.4M -$581K -67,886 -4%
Morgan Stanley
4
Morgan Stanley
New York
$15.3M -$2.22M -259,521 -12%
Invesco
5
Invesco
Georgia
$13.4M -$851K -99,446 -6%
Raymond James Financial
6
Raymond James Financial
Florida
$12.2M +$12.4M +1,449,573 New
AA
7
AQR Arbitrage
Connecticut
$7.48M -$2.48M -289,806 -25%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$6.82M -$1.62M -189,179 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.19M -$158K -18,473 -2%
UBS Group
10
UBS Group
Switzerland
$5.74M -$22.5K -2,627 -0.4%
Wells Fargo
11
Wells Fargo
California
$5.65M +$3.13M +365,753 +120%
1CP
12
1607 Capital Partners
Virginia
$5.12M -$16.3K -1,900 -0.3%
AAM
13
Advisors Asset Management
Colorado
$5.08M +$380K +44,407 +8%
FHA
14
Flagship Harbor Advisors
Massachusetts
$4.87M +$17.4K +2,030 +0.4%
PCM
15
Penserra Capital Management
California
$4.79M +$328K +38,341 +7%
CAM
16
Cresset Asset Management
Illinois
$4.64M +$3.07K +359 +0.1%
SA
17
SAM Advisors
California
$4.08M +$4.27M +499,013 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.46M -$86.8K -10,141 -2%
LPL Financial
19
LPL Financial
California
$3.41M +$261K +30,449 +8%
SFS
20
Shaker Financial Services
Virginia
$3.1M +$2.68M +313,366 +578%
Ameriprise
21
Ameriprise
Minnesota
$2.64M -$539K -63,005 -17%
Franklin Resources
22
Franklin Resources
California
$2.17M +$38.2K +4,457 +2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.01M -$199K -23,234 -9%
MP
24
Mangrove Partners
Connecticut
$1.86M
IAA
25
Independent Advisor Alliance
North Carolina
$1.86M +$1.89M +220,499 New

ETW Hedge Fund Activity: Q4 2024 in Review

160 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2024, worth a combined $219M — up 0.04% from $219M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ETW positions and 12 closed out — a net gain of 21 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was SAM Advisors, opening a new position worth an estimated $4.27M. The largest seller was International Assets Investment Management, cutting an estimated $9.22M.

  • 160 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $219M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2024, up 0.04% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2024 and 12 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2024 was SAM Advisors, an estimated $4.27M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.22M sold.

Based on aggregated 13F filings for Q4 2024.