Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
23 hedge funds and large institutions have $18.9M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 5 closing their positions.
31% more capital invested
Capital invested by funds: $14.4M → $18.9M (+$4.52M)
4% less funds holding
Funds holding: 24 → 23 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$677K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$613K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$111K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$55K |
| 5 |
LPL Financial
San Diego,
California
|
+$42.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$669K |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$585K |
| 3 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
-$526K |
| 4 |
Morgan Stanley
New York
|
-$294K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$180K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RVPG
26
Relative Value Partners Group
| – | -$171K | -17,983 | Closed |
|
27
Geode Capital Management
Boston,
Massachusetts
| – | -$163K | -17,196 | Closed |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| – | -$8K | -889 | Closed |
|
EXD Hedge Fund Activity: Q4 2019 in Review
23 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2019, worth a combined $18.9M — up 31% from $14.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EXD and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 5 added.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $677K. The largest seller was Rivernorth Capital Management, cutting an estimated $669K.
- 23 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2019, down from 24 in Q3 2019.
- Funds reported $18.9M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2019, up 31% quarter-over-quarter.
- 4 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2019 and 5 closed out, a net change of -1 holder.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2019 was Advisors Asset Management, an estimated $677K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2019 was Rivernorth Capital Management, an estimated $669K sold.
Based on aggregated 13F filings for Q4 2019.