Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
27 hedge funds and large institutions have $24.3M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more funds holding
Funds holding: 24 → 27 (+3)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
4% less capital invested
Capital invested by funds: $25.4M → $24.3M (-$1.07M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$598K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$186K |
| 3 |
GP
Girard Partners
King Of Prussia,
Pennsylvania
|
+$182K |
| 4 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$174K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.35M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$575K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$550K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$433K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $8K | -$23.2K | -2,042 | -75% |
|
27
SEI Investments
Oaks,
Pennsylvania
| $3K | +$3.4K | +300 | New |
|
|
BWA
28
BDO Wealth Advisors
Jacksonville,
Florida
| $2K | – | – | – |
|
|
SFS
29
Shaker Financial Services
Arlington,
Virginia
| – | -$575K | -51,903 | Closed |
|
30
SG Americas Securities
New York
| – | -$158K | -14,299 | Closed |
|
EXD Hedge Fund Activity: Q2 2017 in Review
27 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2017, worth a combined $24.3M — down 4.2% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EXD positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $598K. The largest seller was Wells Fargo, cutting an estimated $1.35M.
- 27 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2017, up from 24 in Q1 2017.
- Funds reported $24.3M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2017, down 4.2% quarter-over-quarter.
- 5 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2017 and 2 closed out, a net change of +3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q2 2017 was Guggenheim Capital, an estimated $598K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2017 was Wells Fargo, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2017.