Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
15 hedge funds and large institutions have $25.3M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
1.81% less ownership
Funds ownership: 18.8% → 16.98% (-1.8%)
25% less funds holding
Funds holding: 20 → 15 (-5)
48% less capital inflows, than outflows
Capital inflows: $2.87M | Capital outflows: $5.53M
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.97M |
| 2 |
Morgan Stanley
New York
|
+$198K |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$194K |
| 4 |
Citigroup
New York
|
+$167K |
| 5 |
UBS
Zurich,
Switzerland
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner Investment Group
Harrison,
New York
|
-$1.5M |
| 2 |
City of London Investment Management
London,
United Kingdom
|
-$1.13M |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
-$813K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$679K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$662K |
EXD Hedge Fund Activity: Q3 2014 in Review
15 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2014, worth a combined $25.3M — down 8.1% from $27.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EXD and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was Wells Fargo, adding an estimated $1.97M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.5M sold.
- 15 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2014, down from 20 in Q2 2014.
- Funds reported $25.3M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2014, down 8.1% quarter-over-quarter.
- 1 fund opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2014 and 6 closed out, a net change of -5 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2014 was Wells Fargo, an estimated $1.97M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2014 was Mariner Investment Group, an estimated $1.5M sold.
Based on aggregated 13F filings for Q3 2014.