Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
25 hedge funds and large institutions have $23.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
4% less capital invested
Capital invested by funds: $24.3M → $23.4M (-$874K)
7% less funds holding
Funds holding: 27 → 25 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$450K |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$278K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$176K |
| 4 |
Morgan Stanley
New York
|
+$151K |
| 5 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$803K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$334K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$297K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$266K |
| 5 |
GP
Girard Partners
King Of Prussia,
Pennsylvania
|
-$182K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
26
BDO Wealth Advisors
Jacksonville,
Florida
| $1K | – | – | – |
|
|
DA
27
Doliver Advisors
Houston,
Texas
| – | -$297K | -26,062 | Closed |
|
|
GP
28
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$182K | -16,000 | Closed |
|
|
TC
29
TFS Capital
West Chester,
Pennsylvania
| – | -$176K | -15,466 | Closed |
|
30
SEI Investments
Oaks,
Pennsylvania
| – | -$3K | -300 | Closed |
|
EXD Hedge Fund Activity: Q3 2017 in Review
25 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2017, worth a combined $23.4M — down 3.6% from $24.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EXD and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Guggenheim Capital, adding an estimated $450K. The largest seller was Wells Fargo, cutting an estimated $803K.
- 25 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2017, down from 27 in Q2 2017.
- Funds reported $23.4M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2017, down 3.6% quarter-over-quarter.
- 2 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2017 and 4 closed out, a net change of -2 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $450K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2017 was Wells Fargo, an estimated $803K sold.
Based on aggregated 13F filings for Q3 2017.