Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
22 hedge funds and large institutions have $34.8M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
29% more funds holding
Funds holding: 17 → 22 (+5)
0.8% more ownership
Funds ownership: 22.25% → 23.05% (+0.8%)
2% less capital invested
Capital invested by funds: $35.3M → $34.8M (-$570K)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.49M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$3.44M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$347K |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
+$237K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$3.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.5M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.42M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$907K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$146K |
EXD Hedge Fund Activity: Q4 2013 in Review
22 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2013, worth a combined $34.8M — down 1.6% from $35.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EXD positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.49M. The largest seller was Guggenheim Capital, cutting an estimated $3.04M.
- 22 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2013, up from 17 in Q3 2013.
- Funds reported $34.8M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2013, down 1.6% quarter-over-quarter.
- 6 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2013 and 1 closed out, a net change of +5 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2013 was Morgan Stanley, an estimated $3.49M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2013 was Guggenheim Capital, an estimated $3.04M sold.
Based on aggregated 13F filings for Q4 2013.