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 $15.3M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$636K
2
Invesco
2
Invesco
Georgia
$592K
3
AAM
3
Advisors Asset Management
Colorado
$2.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.41M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$762K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.67M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16K
5
Stifel Financial
5
Stifel Financial
Missouri
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.67M 382,127 -4,154 -1%
AAM
2
Advisors Asset Management
Colorado
$2.2M 180,337 +33,661 +23%
LPL Financial
3
LPL Financial
California
$1.41M 115,112 +5,351 +5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.41M 115,103 +9,946 +9%
Stifel Financial
5
Stifel Financial
Missouri
$1.2M 98,409 -1,400 -1%
Bank of America
6
Bank of America
North Carolina
$853K 69,810 -140 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$762K 62,397 +5,632 +10%
Mariner
8
Mariner
Kansas
$636K 52,015 +52,015 New
Invesco
9
Invesco
Georgia
$592K 48,440 +48,440 New
P
10
&Partners
Tennessee
$428K 35,050 – –
UBS Group
11
UBS Group
Switzerland
$385K 31,442 -1,261 -4%
AP
12
Americana Partners
Texas
$228K 18,723 +5,000 +36%
Wells Fargo
13
Wells Fargo
California
$166K 13,649 +753 +6%
SWM
14
Stockman Wealth Management
Montana
$122K 10,000 – –
LC
15
Lindbrook Capital
California
$76K 6,227 +5,188 +499%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$42K 3,500 +3,500 New
CA
17
CoreCap Advisors
Michigan
$35K 2,880 +2,880 New
APA
18
American Portfolios Advisors
New York
$29.9K 2,448 +198 +9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16K 1,300 -3,000 -70%
SWM
20
Spire Wealth Management
Virginia
$9K 725 – –
CFGS
21
Concourse Financial Group Securities
Alabama
$8K 650 +650 New
GC
22
Guggenheim Capital
Illinois
– – -99,875 Closed
WAM
23
Wolverine Asset Management
Illinois
– – -7,602 Closed
Citigroup
24
Citigroup
New York
$0 1 – –