Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
21 hedge funds and large institutions have $27.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $29.8M → $27.4M (-$2.36M)
16% less funds holding
Funds holding: 25 → 21 (-4)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$983K |
| 2 |
SG Americas Securities
New York
|
+$161K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$63K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$57.3K |
| 5 |
KJHP
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
+$19.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$483K |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$335K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$322K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$254K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$238K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
26
Strategic Investment Management
Arlington,
Virginia
| – | -$154K | -12,851 | Closed |
|
|
DA
27
Doliver Advisors
Houston,
Texas
| – | -$144K | -12,012 | Closed |
|
28
Geode Capital Management
Boston,
Massachusetts
| – | -$130K | -10,849 | Closed |
|
|
RFWA
29
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$10.8K | -900 | Closed |
|
EXD Hedge Fund Activity: Q4 2016 in Review
21 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2016, worth a combined $27.4M — down 7.9% from $29.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EXD and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $983K. The largest seller was Clough Capital Partners, exiting entirely with an estimated $483K sold.
- 21 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2016, down from 25 in Q3 2016.
- Funds reported $27.4M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2016, down 7.9% quarter-over-quarter.
- 3 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2016 and 7 closed out, a net change of -4 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2016 was Morgan Stanley, an estimated $983K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2016 was Clough Capital Partners, an estimated $483K sold.
Based on aggregated 13F filings for Q4 2016.