Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
23 hedge funds and large institutions have $12.2M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more capital invested
Capital invested by funds: $11.6M → $12.2M (+$599K)
5% more funds holding
Funds holding: 22 → 23 (+1)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$525K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$443K |
| 3 |
LPL Financial
San Diego,
California
|
+$115K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$113K |
| 5 |
LC
Lindbrook Capital
Calabasas,
California
|
+$35.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$832K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$154K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$119K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.5K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$19.3K |
EXD Hedge Fund Activity: Q4 2020 in Review
23 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2020, worth a combined $12.2M — up 5.2% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EXD positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $525K. The largest seller was Invesco, exiting entirely with an estimated $832K sold.
- 23 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2020, up from 22 in Q3 2020.
- Funds reported $12.2M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2020, up 5.2% quarter-over-quarter.
- 5 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2020 and 2 closed out, a net change of +3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2020 was Shaker Financial Services, an estimated $525K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2020 was Invesco, an estimated $832K sold.
Based on aggregated 13F filings for Q4 2020.