Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
31 hedge funds and large institutions have $22.3M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $20.1M → $22.3M (+$2.27M)
7% more funds holding
Funds holding: 29 → 31 (+2)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.89M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.67M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.13M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$778K |
| 5 |
SCM
Saba Capital Management
New York
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$928K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$793K |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$788K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$580K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$491K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
26
Sonora Investment Management
Tucson,
Arizona
| $51K | -$17.2K | -2,000 | -25% |
|
27
Citigroup
New York
| $40K | -$1.53K | -177 | -4% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $28K | +$28.1K | +3,260 | New |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $24K | -$4.01K | -465 | -14% |
|
30
Wells Fargo
San Francisco,
California
| $23K | +$9 | +1 | +0% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
SFS
32
Shaker Financial Services
Arlington,
Virginia
| – | -$793K | -90,207 | Closed |
|
|
CA
33
Cornerstone Advisors
Asheville,
North Carolina
| – | -$580K | -66,005 | Closed |
|
|
DA
34
Doliver Advisors
Houston,
Texas
| – | -$376K | -42,823 | Closed |
|
|
KJHP
35
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| – | -$88K | -10,000 | Closed |
|
|
PWAG
36
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$22K | -2,500 | Closed |
|
|
AA
37
Ancora Advisors
Cleveland,
Ohio
| – | -$4K | -500 | Closed |
|
EXD Hedge Fund Activity: Q4 2018 in Review
31 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2018, worth a combined $22.3M — up 11% from $20.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EXD positions and 6 closed out — a net gain of 2 holders — while 7 added to existing stakes and 15 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.89M. The largest seller was Bank of America, cutting an estimated $928K.
- 31 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2018, up from 29 in Q3 2018.
- Funds reported $22.3M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2018, up 11% quarter-over-quarter.
- 8 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2018 and 6 closed out, a net change of +2 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2018 was Rivernorth Capital Management, an estimated $2.89M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2018 was Bank of America, an estimated $928K sold.
Based on aggregated 13F filings for Q4 2018.