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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22 hedge funds and large institutions have $14.2M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$1.65M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.19M
3
AP
3
Americana Partners
Texas
$154K
4
WAM
4
Wolverine Asset Management
Illinois
$85K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49K

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.35M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
LC
4
Lindbrook Capital
California
$12K
5
GC
5
Guggenheim Capital
Illinois
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.35M 386,281 -32,390 -8%
AAM
2
Advisors Asset Management
Colorado
$1.65M 146,676 +40,705 +38%
LPL Financial
3
LPL Financial
California
$1.24M 109,761 +2,280 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.19M 105,157 +30,099 +40%
GC
5
Guggenheim Capital
Illinois
$1.13M 99,875 -5,492 -5%
Stifel Financial
6
Stifel Financial
Missouri
$1.13M 99,809 -645 -0.6%
Bank of America
7
Bank of America
North Carolina
$788K 69,950 -2,103 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$640K 56,765 +1,271 +2%
CAS
9
Cascadia Advisory Services
Oregon
$520K 46,140 -875 -2%
P
10
&Partners
Tennessee
$395K 35,050 -1,800 -5%
UBS Group
11
UBS Group
Switzerland
$369K 32,703 +1,887 +6%
AP
12
Americana Partners
Texas
$154K 13,723 +13,723 New
Wells Fargo
13
Wells Fargo
California
$146K 12,896 +1,592 +14%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$142K 12,600 -2,900 -19%
SWM
15
Stockman Wealth Management
Montana
$113K 10,000 – –
WAM
16
Wolverine Asset Management
Illinois
$85K 7,602 +7,602 New
SIM
17
Sonora Investment Management
Arizona
$68K 6,035 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$49K 4,300 +3,000 +231%
APA
19
American Portfolios Advisors
New York
$25.4K 2,250 – –
LC
20
Lindbrook Capital
California
$12K 1,039 -7,961 -88%
SWM
21
Spire Wealth Management
Virginia
$8K 725 -1,675 -70%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
– – -32,926 Closed
SFS
23
Shaker Financial Services
Virginia
– – -16,218 Closed
Citigroup
24
Citigroup
New York
$0 1 -5,311 -100%
ASN
25
Advisory Services Network
Georgia
– – -2,589 Closed
1
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