EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
27 hedge funds and large institutions have $27.5M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
14% more capital invested
Capital invested by funds: $24.2M → $27.5M (+$3.29M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
4% less funds holding
Funds holding: 28 → 27 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
+$1.47M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$661K |
| 3 |
Morgan Stanley
New York
|
+$527K |
| 4 |
JP Morgan Chase
New York
|
+$233K |
| 5 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$418K |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$278K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$55.1K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$53.1K |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
-$53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAM
26
Delta Asset Management
Memphis,
Tennessee
| $5K | +$5.03K | +367 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | +$960 | +70 | New |
|
|
BFM
28
Boothbay Fund Management
New York
| – | -$278K | -19,666 | Closed |
|
|
S
29
SignatureFD
Atlanta,
Georgia
| – | -$53K | -3,750 | Closed |
|
30
Creative Planning
Overland Park,
Kansas
| – | -$30K | -2,095 | Closed |
|
|
GWM
31
Gupta Wealth Management
San Diego,
California
| – | -$14K | -1,000 | Closed |
|
|
WA
32
WFG Advisors
Dallas,
Texas
| – | -$14K | -1,000 | Closed |
|
EFF Hedge Fund Activity: Q1 2016 in Review
27 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q1 2016, worth a combined $27.5M — up 14% from $24.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EFF and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.
The largest buyer was Marble Harbor Investment Counsel, opening a new position worth an estimated $1.47M. The largest seller was UBS Group, cutting an estimated $418K.
- 27 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q1 2016, down from 28 in Q4 2015.
- Funds reported $27.5M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q1 2016, up 14% quarter-over-quarter.
- 4 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q1 2016 and 5 closed out, a net change of -1 holder.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q1 2016 was Marble Harbor Investment Counsel, an estimated $1.47M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q1 2016 was UBS Group, an estimated $418K sold.
Based on aggregated 13F filings for Q1 2016.