Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
23 hedge funds and large institutions have $14.6M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
15% more funds holding
Funds holding: 20 → 23 (+3)
11% more capital invested
Capital invested by funds: $13.2M → $14.6M (+$1.43M)
0.42% more ownership
Funds ownership: 12.63% → 13.05% (+0.42%)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$395K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$182K |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$174K |
| 4 |
LPL Financial
San Diego,
California
|
+$51.8K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$101K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$57.6K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$46.7K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$44K |
| 5 |
Morgan Stanley
New York
|
-$31K |
EXD Hedge Fund Activity: Q2 2021 in Review
23 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2021, worth a combined $14.6M — up 11% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EXD positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $395K. The largest seller was Cetera Investment Advisers, cutting an estimated $101K.
- 23 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2021, up from 20 in Q1 2021.
- Funds reported $14.6M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2021, up 11% quarter-over-quarter.
- 4 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2021 and 1 closed out, a net change of +3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q2 2021 was Raymond James Financial Services Advisors, an estimated $395K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2021 was Cetera Investment Advisers, an estimated $101K sold.
Based on aggregated 13F filings for Q2 2021.