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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29 hedge funds and large institutions have $20.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$960K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.19M
3
CA
3
Cornerstone Advisors
North Carolina
$580K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.11M
5
Bank of America
5
Bank of America
North Carolina
$2.51M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$242K
3
GC
3
Guggenheim Capital
Illinois
$1.61M
4
PVWM
4
Point View Wealth Management
New Jersey
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.11M +$411K +46,768 +7%
Bank of America
2
Bank of America
North Carolina
$2.51M +$264K +30,050 +12%
GC
3
Guggenheim Capital
Illinois
$1.61M -$152K -17,274 -9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.19M +$474K +53,929 +66%
Invesco
5
Invesco
Georgia
$1.06M +$117K +13,337 +12%
MC
6
Matisse Capital
Oregon
$960K +$960K +109,255 New
FAAS
7
First Allied Advisory Services
California
$934K -$101K -11,500 -10%
PCP
8
Proficio Capital Partners
Massachusetts
$874K -$80.7K -9,180 -8%
SFS
9
Shaker Financial Services
Virginia
$793K +$52.7K +6,000 +7%
CA
10
Cornerstone Advisors
North Carolina
$580K +$469K +53,364 +422%
ICA
11
Infrastructure Capital Advisors
New York
$568K – – –
LCM
12
Landscape Capital Management
New Jersey
$494K +$176K +20,056 +56%
DA
13
Doliver Advisors
Texas
$376K +$138K +15,717 +58%
UBS Group
14
UBS Group
Switzerland
$371K -$1.63K -186 -0.4%
MIG
15
Mariner Investment Group
New York
$354K – – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$242K -$154K -17,513 -39%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$178K -$40.9K -4,649 -19%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$163K +$9.6K +1,090 +6%
VCM
19
Vivaldi Capital Management
Illinois
$155K +$379 +43 +0.2%
LPL Financial
20
LPL Financial
California
$143K +$49.3K +5,609 +53%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$118K +$8.26K +937 +8%
KJHP
22
K.J. Harrison & Partners
Ontario, Canada
$88K – – –
SIM
23
Sonora Investment Management
Arizona
$71K – – –
Citigroup
24
Citigroup
New York
$43K +$124 +14 +0.3%
AG
25
Advisor Group
Arizona
$29K -$35.8K -4,098 -55%
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