Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
22 hedge funds and large institutions have $9.99M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
0.78% less ownership
Funds ownership: 12.2% → 11.42% (-0.78%)
4% less funds holding
Funds holding: 23 → 22 (-1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
17% less capital invested
Capital invested by funds: $12M → $9.99M (-$2.05M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$163K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$124K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$116K |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$38.1K |
| 5 |
LPL Financial
San Diego,
California
|
+$26.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$867K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$137K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$62.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$61.6K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$59K |
EXD Hedge Fund Activity: Q3 2022 in Review
22 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q3 2022, worth a combined $9.99M — down 17% from $12M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EXD and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $163K. The largest seller was Stifel Financial, exiting entirely with an estimated $867K sold.
- 22 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q3 2022, down from 23 in Q2 2022.
- Funds reported $9.99M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q3 2022, down 17% quarter-over-quarter.
- 2 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q3 2022 and 3 closed out, a net change of -1 holder.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q3 2022 was Atria Wealth Solutions, an estimated $163K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q3 2022 was Stifel Financial, an estimated $867K sold.
Based on aggregated 13F filings for Q3 2022.