EXD
Eaton Vance TaxManaged Buy-Write Strategy Fund
Delisted
EXD was delisted on the 14th of April, 2023.
31 hedge funds and large institutions have $22.3M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
7
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SIM
26
Sonora Investment Management
Tucson,
Arizona
| $51K | -$16.9K | -2,000 | -25% |
|
27
Citigroup
New York
| $40K | -$1.51K | -177 | -4% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $28K | +$28K | +3,260 | New |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $24K | -$3.9K | -465 | -14% |
|
30
Wells Fargo
San Francisco,
California
| $23K | +$9 | +1 | +0% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
SFS
32
Shaker Financial Services
Arlington,
Virginia
| – | -$793K | -90,207 | Closed |
|
|
CA
33
Cornerstone Advisors
Asheville,
North Carolina
| – | -$580K | -66,005 | Closed |
|
|
DA
34
Doliver Advisors
Houston,
Texas
| – | -$376K | -42,823 | Closed |
|
|
KJHP
35
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| – | -$88K | -10,000 | Closed |
|
|
PWAG
36
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$22K | -2,500 | Closed |
|
|
AA
37
Ancora Advisors
Cleveland,
Ohio
| – | -$4K | -500 | Closed |
|