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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23 hedge funds and large institutions have $18.9M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$699K
2
GC
2
Guggenheim Capital
Illinois
$633K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$114K
4
Invesco
4
Invesco
Georgia
$1.16M
5
LPL Financial
5
LPL Financial
California
$851K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$4.24M
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
MWPCG
3
Measured Wealth Private Client Group
New Hampshire
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$6.26M
5
Bank of America
5
Bank of America
North Carolina
$555K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.26M 611,091 -29,711 -5%
RCM
2
Rivernorth Capital Management
Florida
$4.24M 413,653 -67,482 -14%
Stifel Financial
3
Stifel Financial
Missouri
$1.44M 141,188 +650 +0.5%
Invesco
4
Invesco
Georgia
$1.16M 113,472 +5,550 +5%
LPL Financial
5
LPL Financial
California
$851K 83,129 +4,250 +5%
AAM
6
Advisors Asset Management
Colorado
$699K 68,297 +68,297 New
FAAS
7
First Allied Advisory Services
California
$682K 66,825 -1,900 -3%
GC
8
Guggenheim Capital
Illinois
$633K 61,831 +61,831 New
Bank of America
9
Bank of America
North Carolina
$555K 54,182 -18,161 -25%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$423K 41,266 -854 -2%
P
11
&Partners
Tennessee
$387K 37,800 – –
ICA
12
Infrastructure Capital Advisors
New York
$354K 34,583 – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$260K 25,364 -2,995 -11%
LC
14
Lindbrook Capital
California
$174K 17,000 +1,800 +12%
UBS Group
15
UBS Group
Switzerland
$136K 13,237 -504 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$133K 12,964 -2,385 -16%
CWM
17
Cornerstone Wealth Management
Missouri
$132K 12,881 +2,193 +21%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$126K 12,287 -158 -1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$114K 11,160 +11,160 New
SIM
20
Sonora Investment Management
Arizona
$62K 6,035 – –
Citigroup
21
Citigroup
New York
$40K 3,931 – –
Wells Fargo
22
Wells Fargo
California
$34K 3,288 -1,355 -29%
VRM
23
Vectors Research Management
New York
$4K 400 +400 New
CCP
24
Clough Capital Partners
Massachusetts
– – -61,500 Closed
MWPCG
25
Measured Wealth Private Client Group
New Hampshire
– – -55,231 Closed
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