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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25 hedge funds and large institutions have $15.1M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$945K
2
WAM
2
Worth Asset Management
Texas
$191K
3
AWS
3
Atria Wealth Solutions
New York
$167K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$121K
5
LPL Financial
5
LPL Financial
California
$1.47M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$1.79M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.01M
3
Bank of America
3
Bank of America
North Carolina
$784K
4
CA
4
CoreCap Advisors
Michigan
$0
5
AP
5
Americana Partners
Texas
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.49M 381,807 -320 -0.1%
AAM
2
Advisors Asset Management
Colorado
$1.79M 152,593 -27,744 -15%
LPL Financial
3
LPL Financial
California
$1.47M 124,799 +9,687 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.4M 118,831 +3,728 +3%
Stifel Financial
5
Stifel Financial
Missouri
$1.01M 85,500 -12,909 -13%
Osaic Holdings
6
Osaic Holdings
Arizona
$945K 80,408 +18,011 +29%
Bank of America
7
Bank of America
North Carolina
$784K 66,719 -3,091 -4%
Mariner
8
Mariner
Kansas
$661K 56,215 +4,200 +8%
Invesco
9
Invesco
Georgia
$584K 49,719 +1,279 +3%
P
10
&Partners
Tennessee
$412K 35,050 – –
UBS Group
11
UBS Group
Switzerland
$360K 30,666 -776 -2%
AP
12
Americana Partners
Texas
$208K 17,723 -1,000 -5%
WAM
13
Worth Asset Management
Texas
$191K 19,354 +19,354 New
Wells Fargo
14
Wells Fargo
California
$184K 15,649 +2,000 +15%
AWS
15
Atria Wealth Solutions
New York
$167K 14,203 +14,203 New
BRWA
16
B. Riley Wealth Advisors
Florida
$121K 10,219 +10,219 New
SWM
17
Stockman Wealth Management
Montana
$118K 10,000 – –
LC
18
Lindbrook Capital
California
$76K 6,500 +273 +4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$58K 5,000 +1,500 +43%
AIP
20
Ahrens Investment Partners
Louisiana
$41K 3,500 +3,500 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33K 2,800 +1,500 +115%
APA
22
American Portfolios Advisors
New York
$28.8K 2,448 – –
RCM
23
Raleigh Capital Management
North Carolina
$11K 900 +900 New
CFGS
24
Concourse Financial Group Securities
Alabama
$8K 650 – –
CA
25
CoreCap Advisors
Michigan
– – -2,880 Closed
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