Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
22 hedge funds and large institutions have $14.2M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.
0.11% less ownership
Funds ownership: 13.05% → 12.94% (-0.11%)
3% less capital invested
Capital invested by funds: $14.6M → $14.2M (-$451K)
4% less funds holding
Funds holding: 23 → 22 (-1)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$482K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$357K |
| 3 |
AP
Americana Partners
Houston,
Texas
|
+$163K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$90.1K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$35.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$384K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$380K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$187K |
| 4 |
LC
Lindbrook Capital
Calabasas,
California
|
-$94.3K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$65.1K |
EXD Hedge Fund Activity: Q3 2021 in Review
22 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2021, worth a combined $14.2M — down 3.1% from $14.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EXD and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Advisors Asset Management, adding an estimated $482K. The largest seller was Morgan Stanley, cutting an estimated $384K.
- 22 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2021, down from 23 in Q2 2021.
- Funds reported $14.2M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2021, down 3.1% quarter-over-quarter.
- 2 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2021 and 3 closed out, a net change of -1 holder.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $482K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2021 was Morgan Stanley, an estimated $384K sold.
Based on aggregated 13F filings for Q3 2021.