Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
26 hedge funds and large institutions have $15.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
7% less funds holding
Funds holding: 28 → 26 (-2)
30% less capital invested
Capital invested by funds: $21.9M → $15.4M (-$6.5M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$703K |
| 2 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
+$518K |
| 3 |
LPL Financial
San Diego,
California
|
+$466K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$79.9K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$70.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.63M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$1.58M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$370K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$214K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$114K |
EXD Hedge Fund Activity: Q2 2019 in Review
26 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2019, worth a combined $15.4M — down 30% from $21.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EXD and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $703K. The largest seller was Mariner Investment Group, cutting an estimated $1.63M.
- 26 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2019, down from 28 in Q1 2019.
- Funds reported $15.4M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2019, down 30% quarter-over-quarter.
- 1 fund opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2019 and 2 closed out, a net change of -1 holder.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q2 2019 was Rivernorth Capital Management, an estimated $703K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2019 was Mariner Investment Group, an estimated $1.63M sold.
Based on aggregated 13F filings for Q2 2019.