Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
17 hedge funds and large institutions have $35.3M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
31% more funds holding
Funds holding: 13 → 17 (+4)
1.9% less ownership
Funds ownership: 24.15% → 22.25% (-1.9%)
13% less capital invested
Capital invested by funds: $40.8M → $35.3M (-$5.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$501K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$402K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$248K |
| 4 |
Morgan Stanley
New York
|
+$165K |
| 5 |
Goldman Sachs
New York
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.65M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.75M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$301K |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$183K |
| 5 |
Citigroup
New York
|
-$109K |
EXD Hedge Fund Activity: Q3 2013 in Review
17 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2013, worth a combined $35.3M — down 13% from $40.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EXD positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $501K. The largest seller was Guggenheim Capital, cutting an estimated $2.65M.
- 17 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2013, up from 13 in Q2 2013.
- Funds reported $35.3M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2013, down 13% quarter-over-quarter.
- 6 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2013 and 2 closed out, a net change of +4 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2013 was Doliver Advisors, an estimated $501K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2013 was Guggenheim Capital, an estimated $2.65M sold.
Based on aggregated 13F filings for Q3 2013.