We are live on ! Find out more
EXD

Eaton Vance TaxManaged Buy-Write Strategy Fund

Delisted

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

0 hedge funds and large institutions have $0 invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 210 (-21)

100% less capital invested

Capital invested by funds: $10.8M → $0 (-$10.8M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 21

Holders
Holders Change
-21
Holders Change %
-100%
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
-$3.43M -355,770 Closed
LPL Financial
2
LPL Financial
California
-$1.62M -167,616 Closed
AAM
3
Advisors Asset Management
Colorado
-$1.31M -136,378 Closed
RJFSA
4
Raymond James Financial Services Advisors
Florida
-$877K -91,001 Closed
Osaic Holdings
5
Osaic Holdings
Arizona
-$540K -56,056 Closed
Mariner
6
Mariner
Kansas
-$513K -53,235 Closed
Bank of America
7
Bank of America
North Carolina
-$417K -43,273 Closed
P
8
&Partners
Tennessee
-$325K -33,765 Closed
UBS Group
9
UBS Group
Switzerland
-$288K -29,895 Closed
WAM
10
Worth Asset Management
Texas
-$249K -25,815 Closed
Wells Fargo
11
Wells Fargo
California
-$222K -23,078 Closed
Brown Advisory
12
Brown Advisory
Maryland
-$174K -18,000 Closed
BRWA
13
B. Riley Wealth Advisors
Florida
-$159K -16,479 Closed
AWS
14
Atria Wealth Solutions
New York
-$151K -15,703 Closed
GC
15
Guggenheim Capital
Illinois
-$148K -15,355 Closed
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
-$108K -11,189 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
-$105K -10,934 Closed
SWM
18
Stockman Wealth Management
Montana
-$96.4K -10,000 Closed
ASN
19
Advisory Services Network
Georgia
-$25K -2,589 Closed
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
-$21.8K -2,261 Closed
Citigroup
21
Citigroup
New York
-$10 -1 Closed

EXD Hedge Fund Activity: Q2 2023 in Review

0 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q2 2023, worth a combined $0 — down 100% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EXD and 0 opened new positions — a net loss of 21 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Morgan Stanley, exiting entirely with an estimated $3.43M sold.

  • 0 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q2 2023, down from 21 in Q1 2023.
  • Funds reported $0 of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q2 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q2 2023 and 21 closed out, a net change of -21 holders.
  • The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q2 2023 was Morgan Stanley, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2023.