Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
23 hedge funds and large institutions have $12M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 5 closing their positions.
8% less funds holding
Funds holding: 25 → 23 (-2)
20% less capital invested
Capital invested by funds: $15.1M → $12M (-$3.1M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$139K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$113K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$61.4K |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$26.7K |
| 5 |
LC
Lindbrook Capital
Calabasas,
California
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$305K |
| 2 |
AP
Americana Partners
Houston,
Texas
|
-$208K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$167K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$164K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$136K |
EXD Hedge Fund Activity: Q2 2022 in Review
23 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2022, worth a combined $12M — down 20% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EXD and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $139K. The largest seller was Morgan Stanley, cutting an estimated $305K.
- 23 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2022, down from 25 in Q1 2022.
- Funds reported $12M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2022, down 20% quarter-over-quarter.
- 3 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2022 and 5 closed out, a net change of -2 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q2 2022 was LPL Financial, an estimated $139K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2022 was Morgan Stanley, an estimated $305K sold.
Based on aggregated 13F filings for Q2 2022.