Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
29 hedge funds and large institutions have $20.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
8% more capital invested
Capital invested by funds: $18.6M → $20.1M (+$1.43M)
6% less funds holding
Funds holding: 31 → 29 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$984K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$486K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$480K |
| 4 |
Morgan Stanley
New York
|
+$421K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$207K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$158K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$156K |
| 4 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
-$113K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $24K | -$9 | -1 | -0% |
|
|
PWAG
27
Polaris Wealth Advisory Group
San Rafael,
California
| $22K | +$22.5K | +2,500 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $13K | +$7K | +777 | +105% |
|
|
AA
29
Ancora Advisors
Cleveland,
Ohio
| $4K | +$4.5K | +500 | New |
|
|
30
SG Americas Securities
New York
| – | -$207K | -22,646 | Closed |
|
|
PVWM
31
Point View Wealth Management
Summit,
New Jersey
| – | -$113K | -12,349 | Closed |
|
|
32
Creative Planning
Overland Park,
Kansas
| – | -$106K | -11,601 | Closed |
|
|
APA
33
American Portfolios Advisors
Holbrook,
New York
| – | -$23.7K | -2,595 | Closed |
|
|
CF
34
Centaurus Financial
Anaheim,
California
| – | -$3K | -333 | Closed |
|
EXD Hedge Fund Activity: Q3 2018 in Review
29 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2018, worth a combined $20.1M — up 7.7% from $18.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EXD and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 14 added.
The largest buyer was Matisse Capital, opening a new position worth an estimated $984K. The largest seller was SG Americas Securities, exiting entirely with an estimated $207K sold.
- 29 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2018, down from 31 in Q2 2018.
- Funds reported $20.1M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2018, up 7.7% quarter-over-quarter.
- 3 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2018 and 5 closed out, a net change of -2 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2018 was Matisse Capital, an estimated $984K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2018 was SG Americas Securities, an estimated $207K sold.
Based on aggregated 13F filings for Q3 2018.