EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
22 hedge funds and large institutions have $29.1M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 7 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $30.9M → $29.1M (-$1.8M)
19% less funds holding
Funds holding: 27 → 22 (-5)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.29M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.18M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.05M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$442K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$382K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$4.21M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
| 3 |
Morgan Stanley
New York
|
-$592K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$341K |
| 5 |
OA
Oxbow Advisors
Austin,
Texas
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
26
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$180K | -10,519 | Closed |
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$178K | -10,400 | Closed |
|
|
PAG
28
Private Advisor Group
Morristown,
New Jersey
| – | -$179K | -10,368 | Closed |
|
|
TJHA
29
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$25K | -1,471 | Closed |
|
EFF Hedge Fund Activity: Q1 2017 in Review
22 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q1 2017, worth a combined $29.1M — down 5.8% from $30.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EFF and 2 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 10 added.
The largest buyer was Shaker Financial Services, adding an estimated $2.29M. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $4.21M sold.
- 22 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q1 2017, down from 27 in Q4 2016.
- Funds reported $29.1M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q1 2017, down 5.8% quarter-over-quarter.
- 2 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q1 2017 and 7 closed out, a net change of -5 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q1 2017 was Shaker Financial Services, an estimated $2.29M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q1 2017 was Financial & Investment Management Group, an estimated $4.21M sold.
Based on aggregated 13F filings for Q1 2017.