EXD

Eaton Vance TaxManaged Buy-Write Strategy Fund

Delisted

EXD was delisted on the 14th of April, 2023.

21 hedge funds and large institutions have $10.8M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.43M 355,770 -3,045 -0.8%
LPL Financial
2
LPL Financial
California
$1.62M 167,616 +13,265 +9%
AAM
3
Advisors Asset Management
Colorado
$1.31M 136,378 -961 -0.7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$877K 91,001 +3,341 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$540K 56,056 +2,172 +4%
Mariner
6
Mariner
Kansas
$513K 53,235 -625 -1%
Bank of America
7
Bank of America
North Carolina
$417K 43,273 -3,378 -7%
P
8
&Partners
Tennessee
$325K 33,765
UBS Group
9
UBS Group
Switzerland
$288K 29,895 +2,255 +8%
WAM
10
Worth Asset Management
Texas
$249K 25,815 +7,630 +42%
Wells Fargo
11
Wells Fargo
California
$222K 23,078 +2,658 +13%
Brown Advisory
12
Brown Advisory
Maryland
$174K 18,000
BRWA
13
B. Riley Wealth Advisors
Florida
$159K 16,479 +1,295 +9%
AWS
14
Atria Wealth Solutions
New York
$151K 15,703
GC
15
Guggenheim Capital
Illinois
$148K 15,355 +15,355 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$108K 11,189 -12,598 -53%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$105K 10,934 +8,134 +291%
SWM
18
Stockman Wealth Management
Montana
$96.4K 10,000
ASN
19
Advisory Services Network
Georgia
$25K 2,589
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$21.8K 2,261 +2,261 New
Citigroup
21
Citigroup
New York
$10 1
Invesco
22
Invesco
Georgia
-43,074 Closed
NA
23
NewEdge Advisors
Louisiana
-12,600 Closed
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
-3,000 Closed
GI
25
Gradient Investments
Minnesota
-920 Closed