Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
28 hedge funds and large institutions have $12.6M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
22% more funds holding
Funds holding: 23 → 28 (+5)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
33% less capital invested
Capital invested by funds: $18.9M → $12.6M (-$6.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$492K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$491K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$275K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$96K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$85K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.62M |
| 2 |
ICA
Infrastructure Capital Advisors
New York
|
-$317K |
| 3 |
Morgan Stanley
New York
|
-$205K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$133K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $5K | -$25.3K | -2,687 | -82% |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | +$4.8K | +510 | New |
|
|
VRM
28
Vectors Research Management
New York
| $3K | – | – | – |
|
|
29
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$133K | -12,964 | Closed |
|
EXD Hedge Fund Activity: Q1 2020 in Review
28 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2020, worth a combined $12.6M — down 33% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EXD positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $492K. The largest seller was Rivernorth Capital Management, cutting an estimated $2.62M.
- 28 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2020, up from 23 in Q4 2019.
- Funds reported $12.6M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2020, down 33% quarter-over-quarter.
- 7 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2020 and 1 closed out, a net change of +6 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2020 was Guggenheim Capital, an estimated $492K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2020 was Rivernorth Capital Management, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2020.