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 $14.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$585K
2
P
2
&Partners
Tennessee
$360K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$401K
4
CWM
4
Cornerstone Wealth Management
Missouri
$102K
5
Wells Fargo
5
Wells Fargo
California
$44K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.1M
2
MIG
2
Mariner Investment Group
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$0
4
Bank of America
4
Bank of America
North Carolina
$689K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$163K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.1M 640,802 -71,485 -10%
Stifel Financial
2
Stifel Financial
Missouri
$1.34M 140,538 -18,566 -12%
Invesco
3
Invesco
Georgia
$1.03M 107,922 -5,593 -5%
LPL Financial
4
LPL Financial
California
$751K 78,879 -1,800 -2%
Bank of America
5
Bank of America
North Carolina
$689K 72,343 -20,992 -22%
FAAS
6
First Allied Advisory Services
California
$658K 68,725 -2,456 -3%
CCP
7
Clough Capital Partners
Massachusetts
$585K 61,500 +61,500 New
ICA
8
Infrastructure Capital Advisors
New York
$541K 34,583 – –
MWPCG
9
Measured Wealth Private Client Group
New Hampshire
$526K 55,231 – –
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$401K 42,120 +12,386 +42%
P
11
&Partners
Tennessee
$360K 37,800 +37,800 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$270K 28,359 +1,135 +4%
RVPG
13
Relative Value Partners Group
$171K 17,983 -1,934 -10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$163K 17,196 -20,720 -55%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$146K 15,349 -4,615 -23%
LC
16
Lindbrook Capital
California
$145K 15,200 – –
UBS Group
17
UBS Group
Switzerland
$130K 13,741 +461 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$118K 12,445 -94 -0.7%
CWM
19
Cornerstone Wealth Management
Missouri
$102K 10,688 +10,688 New
SIM
20
Sonora Investment Management
Arizona
$57K 6,035 – –
Wells Fargo
21
Wells Fargo
California
$44K 4,643 +1,954 +73%
Citigroup
22
Citigroup
New York
$37K 3,931 – –
AG
23
Advisor Group
Arizona
$8K 889 -1,987 -69%
RCM
24
Rivernorth Capital Management
Florida
$4.58K 481,135 -10,379 -2%
MIG
25
Mariner Investment Group
New York
– – -60,474 Closed
1
2