Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
22 hedge funds and large institutions have $15.3M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
8% more capital invested
Capital invested by funds: $14.2M → $15.3M (+$1.09M)
0% more funds holding
Funds holding: 22 → 22 (0)
0.09% less ownership
Funds ownership: 12.94% → 12.85% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$621K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$579K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$402K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$119K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$67.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.13M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$85K |
| 3 |
Morgan Stanley
New York
|
-$49.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$35.8K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$16.7K |
EXD Hedge Fund Activity: Q4 2021 in Review
22 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q4 2021, worth a combined $15.3M — up 7.6% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EXD positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $621K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $1.13M sold.
- 22 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $15.3M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q4 2021, up 7.6% quarter-over-quarter.
- 5 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q4 2021 was Mariner, an estimated $621K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q4 2021 was Guggenheim Capital, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2021.