EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
27 hedge funds and large institutions have $30.9M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
1% more capital invested
Capital invested by funds: $30.8M → $30.9M (+$168K)
10% less funds holding
Funds holding: 30 → 27 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.98M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$854K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$527K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$304K |
| 5 |
OA
Oxbow Advisors
Austin,
Texas
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$2.91M |
| 2 |
Morgan Stanley
New York
|
-$1.12M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$889K |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$634K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$627K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TJHA
26
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $25K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $17K | – | – | – |
|
|
RCM
28
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$889K | -56,844 | Closed |
|
|
MIG
29
Mariner Investment Group
Harrison,
New York
| – | -$627K | -40,099 | Closed |
|
|
DA
30
Doliver Advisors
Houston,
Texas
| – | -$198K | -12,660 | Closed |
|
31
Citigroup
New York
| – | -$104K | -6,669 | Closed |
|
|
JFA
32
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$23K | -1,484 | Closed |
|
|
S
33
SignatureFD
Atlanta,
Georgia
| – | -$23K | -1,484 | Closed |
|
EFF Hedge Fund Activity: Q4 2016 in Review
27 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q4 2016, worth a combined $30.9M — up 0.55% from $30.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EFF and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.98M. The largest seller was Financial & Investment Management Group, cutting an estimated $2.91M.
- 27 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q4 2016, down from 30 in Q3 2016.
- Funds reported $30.9M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q4 2016, up 0.55% quarter-over-quarter.
- 4 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q4 2016 and 6 closed out, a net change of -2 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q4 2016 was JP Morgan Chase, an estimated $1.98M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q4 2016 was Financial & Investment Management Group, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2016.