Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
21 hedge funds and large institutions have $10.8M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
2% more capital invested
Capital invested by funds: $10.6M → $10.8M (+$230K)
16% less funds holding
Funds holding: 25 → 21 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$147K |
| 2 |
LPL Financial
San Diego,
California
|
+$127K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$78K |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$73.2K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$396K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$121K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$116K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$32.4K |
| 5 |
Morgan Stanley
New York
|
-$29.2K |
EXD Hedge Fund Activity: Q1 2023 in Review
21 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2023, worth a combined $10.8M — up 2.2% from $10.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EXD and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $147K. The largest seller was Invesco, exiting entirely with an estimated $396K sold.
- 21 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2023, down from 25 in Q4 2022.
- Funds reported $10.8M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2023, up 2.2% quarter-over-quarter.
- 2 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2023 and 5 closed out, a net change of -3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2023 was Guggenheim Capital, an estimated $147K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2023 was Invesco, an estimated $396K sold.
Based on aggregated 13F filings for Q1 2023.