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 $12.7M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$630K
2
CAS
2
Cascadia Advisory Services
Oregon
$159K
3
SFS
3
Shaker Financial Services
Virginia
$134K
4
UBS Group
4
UBS Group
Switzerland
$272K
5
Bank of America
5
Bank of America
North Carolina
$651K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.39M
3
Stifel Financial
3
Stifel Financial
Missouri
$1M
4
LCM
4
Landscape Capital Management
New Jersey
$90K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.39M 489,663 -99,703 -17%
AAM
2
Advisors Asset Management
Colorado
$1.14M 127,562 +7,156 +6%
GC
3
Guggenheim Capital
Illinois
$1.02M 114,176 +76 +0.1%
Stifel Financial
4
Stifel Financial
Missouri
$1M 111,738 -19,614 -15%
Invesco
5
Invesco
Georgia
$847K 94,563 -5,524 -6%
LPL Financial
6
LPL Financial
California
$798K 89,061 +432 +0.5%
Bank of America
7
Bank of America
North Carolina
$651K 72,659 +12,572 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$630K 70,216 +19,919 +40%
FAAS
9
First Allied Advisory Services
California
$490K 54,650 -8,175 -13%
P
10
&Partners
Tennessee
$330K 36,850 – –
UBS Group
11
UBS Group
Switzerland
$272K 30,415 +14,387 +90%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$219K 24,467 -1,232 -5%
CAS
13
Cascadia Advisory Services
Oregon
$159K 17,760 +17,760 New
SFS
14
Shaker Financial Services
Virginia
$134K 15,000 +15,000 New
Wells Fargo
15
Wells Fargo
California
$98K 11,030 +10,429 +1,735%
RJA
16
Raymond James & Associates
Florida
$92K 10,320 +124 +1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$91K 10,200 -960 -9%
LCM
18
Landscape Capital Management
New Jersey
$90K 10,092 -19,067 -65%
Citigroup
19
Citigroup
New York
$64K 7,195 – –
SIM
20
Sonora Investment Management
Arizona
$54K 6,035 – –
PA
21
Procyon Advisors
Connecticut
$54K 6,050 +6,050 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$24K 2,729 -10,563 -79%
CAN
23
Cetera Advisor Networks
California
$10K 1,100 +1,100 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$5K 510 – –
RCM
25
Rivernorth Capital Management
Florida
– – -135,717 Closed
1
2