EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
28 hedge funds and large institutions have $32.7M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 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)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
12% more capital invested
Capital invested by funds: $29.2M → $32.7M (+$3.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.77M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$846K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$732K |
| 4 |
Walleye Trading
New York
|
+$719K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.45M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$496K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$244K |
| 4 |
Morgan Stanley
New York
|
-$218K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$151K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $16K | +$16.4K | +1,000 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $8K | +$7.74K | +472 | New |
|
|
28
Walleye Trading
New York
| $716 | +$719K | +43,872 | New |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| – | -$496K | -29,873 | Closed |
|
EFF Hedge Fund Activity: Q4 2017 in Review
28 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q4 2017, worth a combined $32.7M — up 12% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EFF positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.77M. The largest seller was Shaker Financial Services, cutting an estimated $1.45M.
- 28 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $32.7M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q4 2017, up 12% quarter-over-quarter.
- 7 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q4 2017 and 1 closed out, a net change of +6 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q4 2017 was Sit Investment Associates, an estimated $2.77M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q4 2017 was Shaker Financial Services, an estimated $1.45M sold.
Based on aggregated 13F filings for Q4 2017.