Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
25 hedge funds and large institutions have $20.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
14% less capital invested
Capital invested by funds: $23.4M → $20.1M (-$3.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$454K |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$382K |
| 3 |
SG Americas Securities
New York
|
+$364K |
| 4 |
Morgan Stanley
New York
|
+$305K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.71M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$701K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$271K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$161K |
| 5 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| – | -$1.71M | -150,210 | Closed |
|
|
27
Ameriprise
Minneapolis,
Minnesota
| – | -$701K | -61,442 | Closed |
|
|
PVWM
28
Point View Wealth Management
Summit,
New Jersey
| – | -$141K | -12,349 | Closed |
|
|
MF
29
Magnetar Financial
Evanston,
Illinois
| – | -$114K | -10,035 | Closed |
|
|
WS
30
Wedbush Securities
Los Angeles,
California
| – | -$114K | -10,030 | Closed |
|
EXD Hedge Fund Activity: Q4 2017 in Review
25 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2017, worth a combined $20.1M — down 14% from $23.4M a quarter earlier.
Fund positioning in EXD was balanced in Q4 2017: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 7 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $454K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.71M sold.
- 25 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $20.1M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2017, down 14% quarter-over-quarter.
- 5 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2017 and 5 closed out, a net change of 0 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2017 was Guggenheim Capital, an estimated $454K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2017 was Raymond James & Associates, an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2017.