Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
22 hedge funds and large institutions have $11.6M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.
8% less funds holding
Funds holding: 24 → 22 (-2)
9% less capital invested
Capital invested by funds: $12.7M → $11.6M (-$1.09M)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$163K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$41.1K |
| 3 |
CAS
Cascadia Advisory Services
Portland,
Oregon
|
+$36K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$23.9K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$664K |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$136K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$134K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$92K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| – | -$10K | -1,100 | Closed |
|
27
Barclays
London,
United Kingdom
| – | +$138 | +15 | New |
|
EXD Hedge Fund Activity: Q3 2020 in Review
22 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2020, worth a combined $11.6M — down 8.6% from $12.7M 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 6 added.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $163K. The largest seller was Morgan Stanley, cutting an estimated $664K.
- 22 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2020, down from 24 in Q2 2020.
- Funds reported $11.6M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2020, down 8.6% quarter-over-quarter.
- 3 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2020 and 5 closed out, a net change of -2 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2020 was Wolverine Asset Management, an estimated $163K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2020 was Morgan Stanley, an estimated $664K sold.
Based on aggregated 13F filings for Q3 2020.