Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
21 hedge funds and large institutions have $25.2M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
40% more funds holding
Funds holding: 15 → 21 (+6)
1.78% more ownership
Funds ownership: 16.98% → 18.76% (+1.8%)
1% less capital invested
Capital invested by funds: $25.3M → $25.2M (-$186K)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$796K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$750K |
| 4 |
Morgan Stanley
New York
|
+$731K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.29M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$513K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$252K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$236K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$100K |
EXD Hedge Fund Activity: Q4 2014 in Review
21 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2014, worth a combined $25.2M — down 0.73% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EXD positions and 2 closed out — a net gain of 8 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.08M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.29M sold.
- 21 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2014, up from 15 in Q3 2014.
- Funds reported $25.2M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2014, down 0.73% quarter-over-quarter.
- 10 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2014 and 2 closed out, a net change of +8 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2014 was Wells Fargo, an estimated $1.08M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2014 was Cornerstone Advisors, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2014.