EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
28 hedge funds and large institutions have $32.9M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
27% more funds holding
Funds holding: 22 → 28 (+6)
9% more capital invested
Capital invested by funds: $30.2M → $32.9M (+$2.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.55M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.03M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$679K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$597K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$583K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$688K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$570K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$247K |
| 4 |
Morgan Stanley
New York
|
-$198K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$10.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
26
SignatureFD
Atlanta,
Georgia
| $26K | +$372 | +23 | +1% |
|
27
Wells Fargo
San Francisco,
California
| $17K | – | – | – |
|
|
AWM
28
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $16K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$8K | -472 | Closed |
|
EFF Hedge Fund Activity: Q3 2018 in Review
28 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q3 2018, worth a combined $32.9M — up 9.1% from $30.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EFF positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $1.55M. The largest seller was Invesco, cutting an estimated $688K.
- 28 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q3 2018, up from 22 in Q2 2018.
- Funds reported $32.9M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q3 2018, up 9.1% quarter-over-quarter.
- 7 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q3 2018 and 1 closed out, a net change of +6 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q3 2018 was MML Investors Services, an estimated $1.55M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q3 2018 was Invesco, an estimated $688K sold.
Based on aggregated 13F filings for Q3 2018.