Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
24 hedge funds and large institutions have $36.8M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
9% more funds holding
Funds holding: 22 → 24 (+2)
8% less capital invested
Capital invested by funds: $39.9M → $36.8M (-$3.09M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.02M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$437K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$343K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$185K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$96.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$2.33M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$752K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$579K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$417K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$325K |
EXD Hedge Fund Activity: Q3 2015 in Review
24 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2015, worth a combined $36.8M — down 7.7% from $39.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EXD positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.02M. The largest seller was Ancora Advisors, exiting entirely with an estimated $2.33M sold.
- 24 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2015, up from 22 in Q2 2015.
- Funds reported $36.8M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2015, down 7.7% quarter-over-quarter.
- 5 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2015 and 3 closed out, a net change of +2 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2015 was Wells Fargo, an estimated $3.02M added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2015 was Ancora Advisors, an estimated $2.33M sold.
Based on aggregated 13F filings for Q3 2015.