Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
25 hedge funds and large institutions have $15.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
14% more funds holding
Funds holding: 22 → 25 (+3)
1% less capital invested
Capital invested by funds: $15.3M → $15.1M (-$142K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$211K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$120K |
| 3 |
LPL Financial
San Diego,
California
|
+$113K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$49.2K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$43.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$325K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$151K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$36.2K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$35K |
| 5 |
AP
Americana Partners
Houston,
Texas
|
-$11.7K |
EXD Hedge Fund Activity: Q1 2022 in Review
25 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2022, worth a combined $15.1M — down 0.93% from $15.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EXD positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $211K. The largest seller was Advisors Asset Management, cutting an estimated $325K.
- 25 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2022, up from 22 in Q4 2021.
- Funds reported $15.1M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2022, down 0.93% quarter-over-quarter.
- 5 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2022 and 2 closed out, a net change of +3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2022 was Osaic Holdings, an estimated $211K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2022 was Advisors Asset Management, an estimated $325K sold.
Based on aggregated 13F filings for Q1 2022.