EXD

Eaton Vance TaxManaged Buy-Write Strategy Fund

Delisted

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

26 hedge funds and large institutions have $31.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
10
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.77M 718,205 +6,161 +0.9%
Wells Fargo
2
Wells Fargo
California
$5.42M 443,564 -396,050 -47%
PCP
3
Proficio Capital Partners
Massachusetts
$4.4M 364,170 +57,585 +19%
Bank of America
4
Bank of America
North Carolina
$2.52M 206,046 +75,330 +58%
SFS
5
Shaker Financial Services
Virginia
$1.85M 151,155 +151,155 New
Invesco
6
Invesco
Georgia
$1.55M 126,656 +26,801 +27%
RJA
7
Raymond James & Associates
Florida
$1.03M 84,324 +31,764 +60%
UBS Group
8
UBS Group
Switzerland
$814K 66,708 -35,890 -35%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$717K 58,692 +18,215 +45%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$617K 50,470 +552 +1%
TC
11
TFS Capital
Pennsylvania
$559K 45,807 +45,807 New
CCP
12
Clough Capital Partners
Massachusetts
$545K 44,600 +24,700 +124%
CA
13
Cornerstone Advisors
North Carolina
$482K 39,457 +39,457 New
GC
14
Guggenheim Capital
Illinois
$349K 28,549 -15,405 -35%
Citigroup
15
Citigroup
New York
$277K 22,688 -2,707 -11%
WS
16
Wedbush Securities
California
$260K 21,285 +21,285 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$258K 21,091
CAN
18
Cetera Advisor Networks
California
$211K 17,391 +17,391 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
DA
20
Doliver Advisors
Texas
$133K 10,828 -1,440 -12%
SIM
21
Sonora Investment Management
Arizona
$98.1K 8,035
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$51K 4,170 +2,070 +99%
IA
23
IFP Advisors
Florida
$33K 2,663 +1,107 +71%
GWM
24
Geneos Wealth Management
Colorado
$30K 2,500
NFG
25
Next Financial Group
Texas
$21K 1,800