EXD

Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD

Overview Fund Activity
Delisted

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

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24 hedge funds and large institutions have $17.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.83M
2
FAAS
2
First Allied Advisory Services
California
$1.02M
3
Bank of America
3
Bank of America
North Carolina
$1.31M
4
ICA
4
Infrastructure Capital Advisors
New York
$620K
5
PVWM
5
Point View Wealth Management
New Jersey
$119K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.38M
2
PCP
2
Proficio Capital Partners
Massachusetts
$2.39M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$239K
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.38M 664,232 -139,258 -17%
PCP
2
Proficio Capital Partners
Massachusetts
$2.39M 249,279 -36,002 -13%
GC
3
Guggenheim Capital
Illinois
$1.83M 190,122 +36,479 +24%
Bank of America
4
Bank of America
North Carolina
$1.31M 136,835 +31,288 +30%
Invesco
5
Invesco
Georgia
$1.06M 109,939 -18,699 -15%
FAAS
6
First Allied Advisory Services
California
$1.02M 106,508 +36,000 +51%
ICA
7
Infrastructure Capital Advisors
New York
$620K 64,583 +15,400 +31%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$587K 61,130 +2,514 +4%
UBS Group
9
UBS Group
Switzerland
$538K 56,038 -15,434 -22%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$239K 24,860 -29,265 -54%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$176K 18,352 +984 +6%
VCM
12
Vivaldi Capital Management
Illinois
$168K 17,477 +52 +0.3%
DA
13
Doliver Advisors
Texas
$149K 15,469 -5,987 -28%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$119K 12,443 +10,838 +675%
PVWM
15
Point View Wealth Management
New Jersey
$119K 12,349 +12,349 New
KJHP
16
K.J. Harrison & Partners
Ontario, Canada
$96K 10,000 -11,340 -53%
SIM
17
Sonora Investment Management
Arizona
$77.1K 8,035 – –
AG
18
Advisor Group
Arizona
$71K 7,386 -5,605 -43%
Citigroup
19
Citigroup
New York
$46K 4,841 +27 +0.6%
Wells Fargo
20
Wells Fargo
California
$26K 2,689 – –
APA
21
American Portfolios Advisors
New York
$24.9K 2,595 – –
GWM
22
Geneos Wealth Management
Colorado
$24K 2,500 – –
PWAG
23
Polaris Wealth Advisory Group
California
$24K 2,500 +2,500 New
IA
24
IFP Advisors
Florida
$7K 704 – –
SG Americas Securities
25
SG Americas Securities
New York
– – -32,328 Closed
1
2