Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
25 hedge funds and large institutions have $10.6M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
14% more funds holding
Funds holding: 22 → 25 (+3)
6% more capital invested
Capital invested by funds: $9.99M → $10.6M (+$560K)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$176K |
| 2 |
LPL Financial
San Diego,
California
|
+$135K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$123K |
| 4 |
SWM
Stockman Wealth Management
Billings,
Montana
|
+$97.8K |
| 5 |
Morgan Stanley
New York
|
+$94.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$99.2K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$93.1K |
| 3 |
LC
Lindbrook Capital
Calabasas,
California
|
-$72K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$63.4K |
| 5 |
Rockefeller Capital Management
New York
|
-$19.6K |
EXD Hedge Fund Activity: Q4 2022 in Review
25 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2022, worth a combined $10.6M — up 5.6% from $9.99M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EXD positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Brown Advisory, opening a new position worth an estimated $176K. The largest seller was Advisors Asset Management, cutting an estimated $99.2K.
- 25 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2022, up from 22 in Q3 2022.
- Funds reported $10.6M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2022, up 5.6% quarter-over-quarter.
- 5 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2022 was Brown Advisory, an estimated $176K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2022 was Advisors Asset Management, an estimated $99.2K sold.
Based on aggregated 13F filings for Q4 2022.