EXD

Eaton Vance TaxManaged Buy-Write Strategy Fund

Delisted

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

21 hedge funds and large institutions have $27.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
6
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.3M 912,761 +83,199 +10%
PCP
2
Proficio Capital Partners
Massachusetts
$3.67M 323,734 -28,358 -8%
Wells Fargo
3
Wells Fargo
California
$3.47M 306,489 -20,162 -6%
Bank of America
4
Bank of America
North Carolina
$2.61M 230,371 -3,336 -1%
RJA
5
Raymond James & Associates
Florida
$1.6M 141,065 -21,516 -13%
Invesco
6
Invesco
Georgia
$1.46M 128,609 -5,541 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$735K 64,880 -5,506 -8%
UBS Group
8
UBS Group
Switzerland
$709K 62,607 +48 +0.1%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$572K 50,565 -1,886 -4%
ICA
10
Infrastructure Capital Advisors
New York
$557K 49,183 +49,183 New
TC
11
TFS Capital
Pennsylvania
$328K 28,993 -5,400 -16%
WS
12
Wedbush Securities
California
$328K 28,950 +4,845 +20%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$299K 26,419 +5,328 +25%
Citigroup
14
Citigroup
New York
$255K 22,529 -587 -3%
SG Americas Securities
15
SG Americas Securities
New York
$155K 13,662 +13,662 New
KJHP
16
K.J. Harrison & Partners
Ontario, Canada
$132K 11,670 +1,670 +17%
SIM
17
Sonora Investment Management
Arizona
$91K 8,035
IA
18
IFP Advisors
Florida
$31K 2,693 +16 +0.6%
GWM
19
Geneos Wealth Management
Colorado
$28K 2,500
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$16K 1,433 -2,749 -66%
AA
21
Ancora Advisors
Ohio
$6K 500 +500 New
LWM
22
LBA Wealth Management
Florida
CCP
23
Clough Capital Partners
Massachusetts
-40,163 Closed
CAN
24
Cetera Advisor Networks
California
-26,810 Closed
SFS
25
Shaker Financial Services
Virginia
-17,635 Closed