Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
23 hedge funds and large institutions have $29.9M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
19% more capital invested
Capital invested by funds: $25.2M → $29.9M (+$4.74M)
10% more funds holding
Funds holding: 21 → 23 (+2)
3.32% more ownership
Funds ownership: 18.76% → 22.09% (+3.3%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.6M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.57M |
| 3 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
+$1.03M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.01M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$412K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$401K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$169K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$167K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$118K |
EXD Hedge Fund Activity: Q1 2015 in Review
23 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2015, worth a combined $29.9M — up 19% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EXD positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.6M. The largest seller was PVG Asset Management, cutting an estimated $412K.
- 23 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2015, up from 21 in Q4 2014.
- Funds reported $29.9M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2015, up 19% quarter-over-quarter.
- 4 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2015 and 2 closed out, a net change of +2 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2015 was Wells Fargo, an estimated $1.6M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2015 was PVG Asset Management, an estimated $412K sold.
Based on aggregated 13F filings for Q1 2015.