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

23 hedge funds and large institutions have $14.6M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$865K
2
SFS
2
Shaker Financial Services
Virginia
$187K
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$179K
4
LPL Financial
4
LPL Financial
California
$1.24M
5
ASN
5
Advisory Services Network
Georgia
$30K

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$380K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$640K
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$1.16M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.83M 418,671 -2,761 -0.7%
LPL Financial
2
LPL Financial
California
$1.24M 107,481 +4,620 +4%
AAM
3
Advisors Asset Management
Colorado
$1.22M 105,971 -2,214 -2%
GC
4
Guggenheim Capital
Illinois
$1.22M 105,367 -2,352 -2%
Stifel Financial
5
Stifel Financial
Missouri
$1.16M 100,454 -3,922 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$865K 75,058 +35,198 +88%
Bank of America
7
Bank of America
North Carolina
$831K 72,053 -2,429 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$640K 55,494 -5,132 -8%
CAS
9
Cascadia Advisory Services
Oregon
$542K 47,015 +1,355 +3%
P
10
&Partners
Tennessee
$425K 36,850 – –
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$380K 32,926 -9,000 -21%
UBS Group
12
UBS Group
Switzerland
$355K 30,816 -812 -3%
SFS
13
Shaker Financial Services
Virginia
$187K 16,218 +16,218 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$179K 15,500 +15,500 New
Wells Fargo
15
Wells Fargo
California
$130K 11,304 -1,550 -12%
SWM
16
Stockman Wealth Management
Montana
$115K 10,000 – –
LC
17
Lindbrook Capital
California
$104K 9,000 +1,000 +13%
SIM
18
Sonora Investment Management
Arizona
$70K 6,035 – –
Citigroup
19
Citigroup
New York
$61K 5,312 -1,883 -26%
ASN
20
Advisory Services Network
Georgia
$30K 2,589 +2,589 New
SWM
21
Spire Wealth Management
Virginia
$28K 2,400 – –
APA
22
American Portfolios Advisors
New York
$25.9K 2,250 +2,250 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$15K 1,300 -1,000 -43%
SPIA
24
Steward Partners Investment Advisory
New York
– – -4,347 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –