EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
27 hedge funds and large institutions have $63.6M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 8 closing their positions.
38% more capital invested
Capital invested by funds: $46M → $63.6M (+$17.6M)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
16% less funds holding
Funds holding: 32 → 27 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$5.3M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.91M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.33M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$791K |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$641K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.64M |
| 2 |
JP Morgan Chase
New York
|
-$1.38M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$326K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$303K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$294K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $40K | – | – | – |
|
|
S
27
SignatureFD
Atlanta,
Georgia
| $29K | +$452 | +29 | +2% |
|
|
28
JP Morgan Chase
New York
| – | -$1.38M | -90,511 | Closed |
|
|
29
Invesco
Atlanta,
Georgia
| – | -$326K | -21,456 | Closed |
|
|
SFS
30
Shaker Financial Services
Arlington,
Virginia
| – | -$294K | -19,345 | Closed |
|
|
RTS
31
Round Table Services
Westfield,
New Jersey
| – | -$176K | -11,600 | Closed |
|
32
LPL Financial
San Diego,
California
| – | -$158K | -10,420 | Closed |
|
|
AWM
33
AE Wealth Management
Topeka,
Kansas
| – | -$154K | -10,141 | Closed |
|
|
FIA
34
FNY Investment Advisers
New York
| – | -$16K | -1,093 | Closed |
|
|
TFS
35
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$7K | -483 | Closed |
|
EFF Hedge Fund Activity: Q4 2019 in Review
27 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q4 2019, worth a combined $63.6M — up 38% from $46M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EFF and 3 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 10 added.
The largest buyer was Saba Capital Management, adding an estimated $5.3M. The largest seller was Royal Bank of Canada, cutting an estimated $1.64M.
- 27 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q4 2019, down from 32 in Q3 2019.
- Funds reported $63.6M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q4 2019, up 38% quarter-over-quarter.
- 3 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q4 2019 and 8 closed out, a net change of -5 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q4 2019 was Saba Capital Management, an estimated $5.3M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q4 2019 was Royal Bank of Canada, an estimated $1.64M sold.
Based on aggregated 13F filings for Q4 2019.