Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
29 hedge funds and large institutions have $39.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
21% more funds holding
Funds holding: 24 → 29 (+5)
7% more capital invested
Capital invested by funds: $36.8M → $39.4M (+$2.62M)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$666K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$306K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$159K |
| 4 |
SG Americas Securities
New York
|
+$139K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$71.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$903K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$365K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$331K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$306K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$269K |
EXD Hedge Fund Activity: Q4 2015 in Review
29 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2015, worth a combined $39.4M — up 7.1% from $36.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EXD positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $666K. The largest seller was Morgan Stanley, cutting an estimated $903K.
- 29 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2015, up from 24 in Q3 2015.
- Funds reported $39.4M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2015, up 7.1% quarter-over-quarter.
- 8 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2015 and 3 closed out, a net change of +5 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2015 was Raymond James & Associates, an estimated $666K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2015 was Morgan Stanley, an estimated $903K sold.
Based on aggregated 13F filings for Q4 2015.