Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
24 hedge funds and large institutions have $18.9M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 5 closing their positions.
1.67% less ownership
Funds ownership: 21.9% → 20.23% (-1.7%)
6% less capital invested
Capital invested by funds: $20.1M → $18.9M (-$1.12M)
8% less funds holding
Funds holding: 26 → 24 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
67% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$587K |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$360K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$118K |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$102K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$18.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$682K |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$570K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$403K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$200K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$198K |
EXD Hedge Fund Activity: Q3 2019 in Review
24 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2019, worth a combined $18.9M — down 5.6% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EXD and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 4 added.
The largest buyer was Clough Capital Partners, opening a new position worth an estimated $587K. The largest seller was Morgan Stanley, cutting an estimated $682K.
- 24 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2019, down from 26 in Q2 2019.
- Funds reported $18.9M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2019, down 5.6% quarter-over-quarter.
- 3 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2019 and 5 closed out, a net change of -2 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2019 was Clough Capital Partners, an estimated $587K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2019 was Morgan Stanley, an estimated $682K sold.
Based on aggregated 13F filings for Q3 2019.