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EXD

Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD

Delisted

EXD was delisted on the 14th of April, 2023.

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25 hedge funds and large institutions have $15.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

14% more funds holding

Funds holding: 22 → 25 (+3)

1% less capital invested

Capital invested by funds: $15.3M → $15.1M (-$142K)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$211K
2
BRWA
B. Riley Wealth Advisors
Florida
+$120K
3
LPL Financial
LPL Financial
California
+$113K
4
Mariner
Mariner
Kansas
+$49.2K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$43.7K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$325K
2
Stifel Financial
Stifel Financial
Missouri
-$151K
3
Bank of America
Bank of America
North Carolina
-$36.2K
4
CA
CoreCap Advisors
Michigan
-$35K
5
AP
Americana Partners
Texas
-$11.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.49M -$3.75K -320 -0.1%
AAM
2
Advisors Asset Management
Colorado
$1.79M -$325K -27,744 -15%
LPL Financial
3
LPL Financial
California
$1.47M +$113K +9,687 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.4M +$43.7K +3,728 +3%
Stifel Financial
5
Stifel Financial
Missouri
$1M -$151K -12,909 -13%
Osaic Holdings
6
Osaic Holdings
Arizona
$945K +$211K +18,011 +29%
Bank of America
7
Bank of America
North Carolina
$784K -$36.2K -3,091 -4%
Mariner
8
Mariner
Kansas
$661K +$49.2K +4,200 +8%
Invesco
9
Invesco
Georgia
$584K +$15K +1,279 +3%
P
10
&Partners
Tennessee
$412K – – –
UBS Group
11
UBS Group
Switzerland
$360K -$9.09K -776 -2%
AP
12
Americana Partners
Texas
$208K -$11.7K -1,000 -5%
WAM
13
Worth Asset Management
Texas
$191K +$227K +19,354 New
Wells Fargo
14
Wells Fargo
California
$184K +$23.4K +2,000 +15%
AWS
15
Atria Wealth Solutions
New York
$167K +$166K +14,203 New
BRWA
16
B. Riley Wealth Advisors
Florida
$121K +$120K +10,219 New
SWM
17
Stockman Wealth Management
Montana
$118K – – –
LC
18
Lindbrook Capital
California
$76K +$3.2K +273 +4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$58K +$17.6K +1,500 +43%
AIP
20
Ahrens Investment Partners
Louisiana
$41K +$41K +3,500 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33K +$17.6K +1,500 +115%
APA
22
American Portfolios Advisors
New York
$28.8K – – –
RCM
23
Raleigh Capital Management
North Carolina
$11K +$10.5K +900 New
CFGS
24
Concourse Financial Group Securities
Alabama
$8K – – –
CA
25
CoreCap Advisors
Michigan
– -$35K -2,880 Closed
1
2

EXD Hedge Fund Activity: Q1 2022 in Review

25 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2022, worth a combined $15.1M — down 0.93% from $15.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EXD positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $211K. The largest seller was Advisors Asset Management, cutting an estimated $325K.

  • 25 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2022, up from 22 in Q4 2021.
  • Funds reported $15.1M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2022, down 0.93% quarter-over-quarter.
  • 5 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2022 was Osaic Holdings, an estimated $211K added.
  • The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2022 was Advisors Asset Management, an estimated $325K sold.

Based on aggregated 13F filings for Q1 2022.