Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
20 hedge funds and large institutions have $13.2M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 7 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
8% more capital invested
Capital invested by funds: $12.2M → $13.2M (+$1.03M)
13% less funds holding
Funds holding: 23 → 20 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$151K |
| 2 |
SWM
Stockman Wealth Management
Billings,
Montana
|
+$103K |
| 3 |
Morgan Stanley
New York
|
+$55.8K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$44.6K |
| 5 |
LC
Lindbrook Capital
Calabasas,
California
|
+$44.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$545K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$261K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$45.9K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$36K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$26K |
EXD Hedge Fund Activity: Q1 2021 in Review
20 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2021, worth a combined $13.2M — up 8.5% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EXD and 4 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 8 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $151K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $545K sold.
- 20 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2021, down from 23 in Q4 2020.
- Funds reported $13.2M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2021, up 8.5% quarter-over-quarter.
- 4 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2021 and 7 closed out, a net change of -3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $151K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2021 was Shaker Financial Services, an estimated $545K sold.
Based on aggregated 13F filings for Q1 2021.