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 $23.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.29M
2
FAAS
2
First Allied Advisory Services
California
$418K
3
Ameriprise
3
Ameriprise
Minnesota
$701K
4
Morgan Stanley
4
Morgan Stanley
New York
$8.86M
5
VCM
5
Vivaldi Capital Management
Illinois
$132K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$31K
2
WS
2
Wedbush Securities
California
$114K
3
DA
3
Doliver Advisors
Texas
$0
4
PCP
4
Proficio Capital Partners
Massachusetts
$3.15M
5
GP
5
Girard Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.86M 776,428 +13,115 +2%
PCP
2
Proficio Capital Partners
Massachusetts
$3.15M 276,028 -23,083 -8%
RJA
3
Raymond James & Associates
Florida
$1.71M 150,210 -4,140 -3%
Invesco
4
Invesco
Georgia
$1.55M 135,375 +3,747 +3%
Bank of America
5
Bank of America
North Carolina
$1.37M 119,863 -5,625 -4%
GC
6
Guggenheim Capital
Illinois
$1.29M 113,342 +38,966 +52%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$944K 82,693 +4,841 +6%
UBS Group
8
UBS Group
Switzerland
$926K 81,099 +3,264 +4%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$722K 63,296 +5,518 +10%
Ameriprise
10
Ameriprise
Minnesota
$701K 61,442 +15,245 +33%
ICA
11
Infrastructure Capital Advisors
New York
$561K 49,183 – –
FAAS
12
First Allied Advisory Services
California
$418K 36,608 +24,100 +193%
KJHP
13
K.J. Harrison & Partners
Ontario, Canada
$243K 21,340 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$230K 20,165 -8,000 -28%
PVWM
15
Point View Wealth Management
New Jersey
$141K 12,349 – –
VCM
16
Vivaldi Capital Management
Illinois
$132K 11,533 +11,533 New
WS
17
Wedbush Securities
California
$114K 10,030 -28,950 -74%
MF
18
Magnetar Financial
Illinois
$114K 10,035 -5,313 -35%
SIM
19
Sonora Investment Management
Arizona
$91.7K 8,035 – –
Citigroup
20
Citigroup
New York
$50K 4,361 +430 +11%
Wells Fargo
21
Wells Fargo
California
$31K 2,690 -69,553 -96%
GWM
22
Geneos Wealth Management
Colorado
$28K 2,500 – –
AG
23
Advisor Group
Arizona
$23K 2,000 +2,000 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13K 1,100 – –
IA
25
IFP Advisors
Florida
$8K 685 +17 +3%
1
2