EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
26 hedge funds and large institutions have $30.5M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.
7% less capital invested
Capital invested by funds: $32.7M → $30.5M (-$2.26M)
7% less funds holding
Funds holding: 28 → 26 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bennicas & Associates
Portola Valley,
California
|
+$922K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$778K |
| 3 |
UR
USCA RIA
Houston,
Texas
|
+$618K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$603K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.42M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.67M |
| 3 |
Morgan Stanley
New York
|
-$551K |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$475K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$475K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Stratos Wealth Partners
Beachwood,
Ohio
| $5K | +$4.5K | +275 | New |
|
|
SFS
27
Shaker Financial Services
Arlington,
Virginia
| – | -$2.42M | -148,695 | Closed |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| – | -$1.67M | -102,418 | Closed |
|
|
CAN
29
Cetera Advisor Networks
El Segundo,
California
| – | -$235K | -14,378 | Closed |
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$203K | -12,431 | Closed |
|
|
DA
31
Doliver Advisors
Houston,
Texas
| – | -$173K | -10,615 | Closed |
|
|
PCM
32
Penserra Capital Management
Orinda,
California
| – | -$83K | -5,142 | Closed |
|
EFF Hedge Fund Activity: Q1 2018 in Review
26 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q1 2018, worth a combined $30.5M — down 6.9% from $32.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EFF and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 6 added.
The largest buyer was Bennicas & Associates, opening a new position worth an estimated $922K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.42M sold.
- 26 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q1 2018, down from 28 in Q4 2017.
- Funds reported $30.5M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q1 2018, down 6.9% quarter-over-quarter.
- 4 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q1 2018 and 6 closed out, a net change of -2 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q1 2018 was Bennicas & Associates, an estimated $922K added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q1 2018 was Shaker Financial Services, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2018.