Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
31 hedge funds and large institutions have $18.6M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
29% more funds holding
Funds holding: 24 → 31 (+7)
9% more capital invested
Capital invested by funds: $17.1M → $18.6M (+$1.55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.13M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$805K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$779K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$385K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$1.34M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$154K |
| 3 |
Morgan Stanley
New York
|
-$151K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$130K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$25.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $68K | +$344 | +36 | +0.5% |
|
27
Citigroup
New York
| $44K | +$153 | +16 | +0.3% |
|
28
Wells Fargo
San Francisco,
California
| $25K | – | – | – |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $23.7K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $7K | +$325 | +34 | +5% |
|
|
CF
31
Centaurus Financial
Anaheim,
California
| $3K | +$3.18K | +333 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| – | -$24K | -2,500 | Closed |
|
|
PWAG
33
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$24K | -2,500 | Closed |
|
EXD Hedge Fund Activity: Q2 2018 in Review
31 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2018, worth a combined $18.6M — up 9.1% from $17.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EXD positions and 2 closed out — a net gain of 7 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $1.13M. The largest seller was Proficio Capital Partners, cutting an estimated $1.34M.
- 31 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2018, up from 24 in Q1 2018.
- Funds reported $18.6M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2018, up 9.1% quarter-over-quarter.
- 9 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2018 and 2 closed out, a net change of +7 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q2 2018 was Bank of America, an estimated $1.13M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2018 was Proficio Capital Partners, an estimated $1.34M sold.
Based on aggregated 13F filings for Q2 2018.