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

26 hedge funds and large institutions have $15.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
10
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWPCG
1
Measured Wealth Private Client Group
New Hampshire
$520K
2
LPL Financial
2
LPL Financial
California
$760K
3
Invesco
3
Invesco
Georgia
$1.07M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$256K
5
LC
5
Lindbrook Capital
California
$143K

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$570K
2
MC
2
Matisse Capital
Oregon
$0
3
GC
3
Guggenheim Capital
Illinois
$403K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$357K
5
Bank of America
5
Bank of America
North Carolina
$879K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.71M 712,287 +2,483 +0.3%
Stifel Financial
2
Stifel Financial
Missouri
$1.5M 159,104 -1,774 -1%
Invesco
3
Invesco
Georgia
$1.07M 113,515 +8,519 +8%
Bank of America
4
Bank of America
North Carolina
$879K 93,335 -12,139 -12%
LPL Financial
5
LPL Financial
California
$760K 80,679 +49,715 +161%
FAAS
6
First Allied Advisory Services
California
$671K 71,181 -1,544 -2%
MIG
7
Mariner Investment Group
New York
$570K 60,474 -173,473 -74%
MWPCG
8
Measured Wealth Private Client Group
New Hampshire
$520K 55,231 +55,231 New
GC
9
Guggenheim Capital
Illinois
$403K 42,755 -39,412 -48%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$357K 37,916 -22,831 -38%
ICA
11
Infrastructure Capital Advisors
New York
$326K 34,583 – –
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$280K 29,734 +2,029 +7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$256K 27,224 +7,532 +38%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$188K 19,964 – –
RVPG
15
Relative Value Partners Group
$188K 19,917 +260 +1%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$151K 16,009 -5,143 -24%
LC
17
Lindbrook Capital
California
$143K 15,200 +5,700 +60%
UBS Group
18
UBS Group
Switzerland
$125K 13,280 -11,419 -46%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$118K 12,539 – –
PCP
20
Proficio Capital Partners
Massachusetts
$75K 8,000 – –
SIM
21
Sonora Investment Management
Arizona
$57K 6,035 – –
Citigroup
22
Citigroup
New York
$37K 3,931 – –
AG
23
Advisor Group
Arizona
$27K 2,876 +13 +0.5%
Wells Fargo
24
Wells Fargo
California
$25K 2,689 – –
RCM
25
Rivernorth Capital Management
Florida
$4.63K 491,514 +75,028 +18%
1
2