Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
24 hedge funds and large institutions have $17.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4% less funds holding
Funds holding: 25 → 24 (-1)
15% less capital invested
Capital invested by funds: $20.1M → $17.1M (-$2.99M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$357K |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$352K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$306K |
| 4 |
ICA
Infrastructure Capital Advisors
New York
|
+$151K |
| 5 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.36M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$352K |
| 3 |
SG Americas Securities
New York
|
-$331K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$286K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$211K |
EXD Hedge Fund Activity: Q1 2018 in Review
24 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2018, worth a combined $17.1M — down 15% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EXD and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.
The largest buyer was Guggenheim Capital, adding an estimated $357K. The largest seller was Morgan Stanley, cutting an estimated $1.36M.
- 24 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2018, down from 25 in Q4 2017.
- Funds reported $17.1M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2018, down 15% quarter-over-quarter.
- 2 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2018 and 3 closed out, a net change of -1 holder.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2018 was Guggenheim Capital, an estimated $357K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2018 was Morgan Stanley, an estimated $1.36M sold.
Based on aggregated 13F filings for Q1 2018.