Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
20 hedge funds and large institutions have $27.6M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
2.29% less ownership
Funds ownership: 21.09% → 18.8% (-2.3%)
5% less funds holding
Funds holding: 21 → 20 (-1)
11% less capital invested
Capital invested by funds: $30.9M → $27.6M (-$3.31M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.05M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$744K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$213K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$199K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.17M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.79M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$753K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$690K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$406K |
EXD Hedge Fund Activity: Q2 2014 in Review
20 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2014, worth a combined $27.6M — down 11% from $30.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EXD and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 11 added.
The largest buyer was Cornerstone Advisors, adding an estimated $1.05M. The largest seller was Morgan Stanley, cutting an estimated $2.17M.
- 20 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2014, down from 21 in Q1 2014.
- Funds reported $27.6M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2014, down 11% quarter-over-quarter.
- 1 fund opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2014 and 2 closed out, a net change of -1 holder.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q2 2014 was Cornerstone Advisors, an estimated $1.05M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2014 was Morgan Stanley, an estimated $2.17M sold.
Based on aggregated 13F filings for Q2 2014.