Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
28 hedge funds and large institutions have $21.9M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $22.3M → $21.9M (-$404K)
10% less funds holding
Funds holding: 31 → 28 (-3)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$751K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$649K |
| 3 |
RVPG
Relative Value Partners Group
|
+$181K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$103K |
| 5 |
LC
Lindbrook Capital
Calabasas,
California
|
+$87.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$662K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$641K |
| 3 |
SCM
Saba Capital Management
New York
|
-$618K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$492K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$408K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $25K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $14K | +$377 | +41 | +3% |
|
|
CIAS
28
Capital Investment Advisory Services
Raleigh,
North Carolina
| $4K | +$3.68K | +400 | New |
|
|
SCM
29
Saba Capital Management
New York
| – | -$618K | -72,498 | Closed |
|
|
RJA
30
Raymond James & Associates
St Petersburg,
Florida
| – | -$211K | -24,766 | Closed |
|
|
LCM
31
Landscape Capital Management
Englewood,
New Jersey
| – | -$176K | -20,708 | Closed |
|
|
VCM
32
Vivaldi Capital Management
Chicago,
Illinois
| – | -$141K | -16,520 | Closed |
|
|
AA
33
AQR Arbitrage
Greenwich,
Connecticut
| – | -$111K | -13,033 | Closed |
|
|
CYG
34
Clean Yield Group
Norwich,
Vermont
| – | -$102K | -11,100 | Closed |
|
EXD Hedge Fund Activity: Q1 2019 in Review
28 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2019, worth a combined $21.9M — down 1.8% from $22.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EXD and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $751K. The largest seller was Bank of America, cutting an estimated $662K.
- 28 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2019, down from 31 in Q4 2018.
- Funds reported $21.9M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2019, down 1.8% quarter-over-quarter.
- 3 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2019 and 6 closed out, a net change of -3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2019 was Rivernorth Capital Management, an estimated $751K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2019 was Bank of America, an estimated $662K sold.
Based on aggregated 13F filings for Q1 2019.