Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
24 hedge funds and large institutions have $12.7M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 8 closing their positions.
0% more capital invested
Capital invested by funds: $12.6M → $12.7M (+$46K)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
14% less funds holding
Funds holding: 28 → 24 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$175K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$132K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$126K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$110K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$91.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.04M |
| 2 |
Morgan Stanley
New York
|
-$876K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$172K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$168K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$92.8K |
EXD Hedge Fund Activity: Q2 2020 in Review
24 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2020, worth a combined $12.7M — up 0.36% from $12.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EXD and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was Osaic Holdings, adding an estimated $175K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.04M sold.
- 24 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2020, down from 28 in Q1 2020.
- Funds reported $12.7M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2020, up 0.36% quarter-over-quarter.
- 4 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2020 and 8 closed out, a net change of -4 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q2 2020 was Osaic Holdings, an estimated $175K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2020 was Rivernorth Capital Management, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2020.