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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20 hedge funds and large institutions have $13.2M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
1
Cascadia Advisory Services
Oregon
$491K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$428K
3
SWM
3
Stockman Wealth Management
Montana
$108K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.53M
5
SPIA
5
Steward Partners Investment Advisory
New York
$46.7K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$451K
4
GC
4
Guggenheim Capital
Illinois
$1.16M
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.53M 421,432 +5,442 +1%
AAM
2
Advisors Asset Management
Colorado
$1.16M 108,185 -2,208 -2%
GC
3
Guggenheim Capital
Illinois
$1.16M 107,719 -3,508 -3%
Stifel Financial
4
Stifel Financial
Missouri
$1.12M 104,376 – –
LPL Financial
5
LPL Financial
California
$1.11M 102,861 +1,782 +2%
Bank of America
6
Bank of America
North Carolina
$801K 74,482 +3,512 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$652K 60,626 +518 +0.9%
CAS
8
Cascadia Advisory Services
Oregon
$491K 45,660 +45,660 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$451K 41,926 -4,474 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$428K 39,860 +14,768 +59%
P
11
&Partners
Tennessee
$396K 36,850 – –
UBS Group
12
UBS Group
Switzerland
$340K 31,628 +925 +3%
Wells Fargo
13
Wells Fargo
California
$138K 12,854 +1,418 +12%
SWM
14
Stockman Wealth Management
Montana
$108K 10,000 +10,000 New
LC
15
Lindbrook Capital
California
$86K 8,000 +4,320 +117%
Citigroup
16
Citigroup
New York
$77K 7,195 – –
SIM
17
Sonora Investment Management
Arizona
$65K 6,035 – –
SPIA
18
Steward Partners Investment Advisory
New York
$46.7K 4,347 +4,347 New
SWM
19
Spire Wealth Management
Virginia
$26K 2,400 +2,400 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$25K 2,300 – –
SFS
21
Shaker Financial Services
Virginia
– – -55,033 Closed
LCM
22
Landscape Capital Management
New Jersey
– – -26,401 Closed
ASN
23
Advisory Services Network
Georgia
– – -2,589 Closed
WAM
24
Wolverine Asset Management
Illinois
– – -1,500 Closed
BFEC
25
Benjamin F. Edwards & Company
Missouri
– – -510 Closed
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