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 $10.6M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 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
5
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$165K
2
LPL Financial
2
LPL Financial
California
$1.42M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$219K
4
SWM
4
Stockman Wealth Management
Montana
$91.9K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.3M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$1.26M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$806K
3
LC
3
Lindbrook Capital
California
$0
4
Invesco
4
Invesco
Georgia
$396K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$27K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.3M 358,815 +9,674 +3%
LPL Financial
2
LPL Financial
California
$1.42M 154,351 +13,795 +10%
AAM
3
Advisors Asset Management
Colorado
$1.26M 137,339 -10,143 -7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$806K 87,660 -9,515 -10%
Osaic Holdings
5
Osaic Holdings
Arizona
$495K 53,884 -400 -0.7%
Mariner
6
Mariner
Kansas
$495K 53,860 – –
Bank of America
7
Bank of America
North Carolina
$429K 46,651 -1,225 -3%
Invesco
8
Invesco
Georgia
$396K 43,074 -6,477 -13%
P
9
&Partners
Tennessee
$310K 33,765 -1,900 -5%
UBS Group
10
UBS Group
Switzerland
$254K 27,640 +1,052 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$219K 23,787 +12,617 +113%
Wells Fargo
12
Wells Fargo
California
$188K 20,420 -749 -4%
WAM
13
Worth Asset Management
Texas
$167K 18,185 – –
Brown Advisory
14
Brown Advisory
Maryland
$165K 18,000 +18,000 New
AWS
15
Atria Wealth Solutions
New York
$144K 15,703 – –
BRWA
16
B. Riley Wealth Advisors
Florida
$140K 15,184 +4,219 +38%
NA
17
NewEdge Advisors
Louisiana
$116K 12,600 -400 -3%
SWM
18
Stockman Wealth Management
Montana
$91.9K 10,000 +10,000 New
CA
19
CoreCap Advisors
Michigan
$63.8K 6,945 +6,945 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$27K 3,000 -2,000 -40%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26K 2,800 – –
ASN
22
Advisory Services Network
Georgia
$23.8K 2,589 +2,589 New
GI
23
Gradient Investments
Minnesota
$8.46K 920 +920 New
RCM
24
Raleigh Capital Management
North Carolina
$8.27K 900 – –
Citigroup
25
Citigroup
New York
$9 1 – –
1
2