Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
22 hedge funds and large institutions have $39.9M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 7 closing their positions.
33% more capital invested
Capital invested by funds: $29.9M → $39.9M (+$9.98M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
4% less funds holding
Funds holding: 23 → 22 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.22M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.9M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$2.33M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$294K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.45M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$811K |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$590K |
| 4 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$410K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$356K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
26
Wedbush Securities
Los Angeles,
California
| – | -$152K | -11,887 | Closed |
|
|
AIM
27
Allen Investment Management
New York
| – | -$151K | -11,792 | Closed |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$45K | -3,476 | Closed |
|
|
AIG
29
American International Group
New York
| – | -$6.41K | -500 | Closed |
|
EXD Hedge Fund Activity: Q2 2015 in Review
22 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2015, worth a combined $39.9M — up 33% from $29.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EXD and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $6.22M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.45M sold.
- 22 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2015, down from 23 in Q1 2015.
- Funds reported $39.9M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2015, up 33% quarter-over-quarter.
- 6 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2015 and 7 closed out, a net change of -1 holder.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q2 2015 was Sit Investment Associates, an estimated $6.22M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2015 was Shaker Financial Services, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2015.