EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
28 hedge funds and large institutions have $24.2M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
27% more funds holding
Funds holding: 22 → 28 (+6)
11% more capital invested
Capital invested by funds: $21.8M → $24.2M (+$2.44M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.12M |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$624K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$295K |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$282K |
| 5 |
Morgan Stanley
New York
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$96K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$49.5K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$35.7K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$27.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $14K | – | – | – |
|
|
GWM
27
Gupta Wealth Management
San Diego,
California
| $14K | +$14.3K | +1,000 | New |
|
28
Citigroup
New York
| $5K | -$19.2K | -1,338 | -78% |
|
|
RCM
29
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$96K | -6,553 | Closed |
|
EFF Hedge Fund Activity: Q4 2015 in Review
28 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q4 2015, worth a combined $24.2M — up 11% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EFF positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $1.12M. The largest seller was UBS Group, cutting an estimated $119K.
- 28 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q4 2015, up from 22 in Q3 2015.
- Funds reported $24.2M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q4 2015, up 11% quarter-over-quarter.
- 7 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q4 2015 and 1 closed out, a net change of +6 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q4 2015 was Financial & Investment Management Group, an estimated $1.12M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q4 2015 was UBS Group, an estimated $119K sold.
Based on aggregated 13F filings for Q4 2015.