EXD

Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD

Overview Fund Activity
Delisted

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

Back to rankings

25 hedge funds and large institutions have $29.8M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
12
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.97M
2
RJA
2
Raymond James & Associates
Florida
$1.95M
3
Bank of America
3
Bank of America
North Carolina
$2.81M
4
SIM
4
Strategic Investment Management
Virginia
$154K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$846K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$212K
2
Wells Fargo
2
Wells Fargo
California
$3.93M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
GC
4
Guggenheim Capital
Illinois
$0
5
PCP
5
Proficio Capital Partners
Massachusetts
$4.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.97M 829,562 +111,357 +16%
PCP
2
Proficio Capital Partners
Massachusetts
$4.23M 352,092 -12,078 -3%
Wells Fargo
3
Wells Fargo
California
$3.93M 326,651 -116,913 -26%
Bank of America
4
Bank of America
North Carolina
$2.81M 233,707 +27,661 +13%
RJA
5
Raymond James & Associates
Florida
$1.95M 162,581 +78,257 +93%
Invesco
6
Invesco
Georgia
$1.61M 134,150 +7,494 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$846K 70,386 +11,694 +20%
UBS Group
8
UBS Group
Switzerland
$752K 62,559 -4,149 -6%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$631K 52,451 +1,981 +4%
CCP
10
Clough Capital Partners
Massachusetts
$483K 40,163 -4,437 -10%
TC
11
TFS Capital
Pennsylvania
$413K 34,393 -11,414 -25%
CAN
12
Cetera Advisor Networks
California
$322K 26,810 +9,419 +54%
WS
13
Wedbush Securities
California
$290K 24,105 +2,820 +13%
Citigroup
14
Citigroup
New York
$278K 23,116 +428 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$254K 21,091 – –
SFS
16
Shaker Financial Services
Virginia
$212K 17,635 -133,520 -88%
SIM
17
Strategic Investment Management
Virginia
$154K 12,851 +12,851 New
DA
18
Doliver Advisors
Texas
$144K 12,012 +1,184 +11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$130K 10,849 +10,849 New
KJHP
20
K.J. Harrison & Partners
Ontario, Canada
$120K 10,000 +10,000 New
SIM
21
Sonora Investment Management
Arizona
$96.6K 8,035 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$50K 4,182 +12 +0.3%
IA
23
IFP Advisors
Florida
$32K 2,677 +14 +0.5%
GWM
24
Geneos Wealth Management
Colorado
$30K 2,500 – –
RFWA
25
RPg Family Wealth Advisory
Massachusetts
$10.8K 900 +900 New
1
2