EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
29 hedge funds and large institutions have $66.7M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
16% more funds holding
Funds holding: 25 → 29 (+4)
8% more capital invested
Capital invested by funds: $61.6M → $66.7M (+$5.12M)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shelton Capital Management
Denver,
Colorado
|
+$2.45M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$788K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$550K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$425K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$149K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$121K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$66.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$64.7K |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$58.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $118K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $39K | – | – | – |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| $31K | +$32.1K | +2,258 | New |
|
|
S
29
SignatureFD
Atlanta,
Georgia
| $26K | +$341 | +24 | +1% |
|
|
CAN
30
Cetera Advisor Networks
El Segundo,
California
| – | -$121K | -8,745 | Closed |
|
EFF Hedge Fund Activity: Q3 2020 in Review
29 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q3 2020, worth a combined $66.7M — up 8.3% from $61.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EFF positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Shelton Capital Management, opening a new position worth an estimated $2.45M. The largest seller was Clough Capital Partners, cutting an estimated $149K.
- 29 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q3 2020, up from 25 in Q2 2020.
- Funds reported $66.7M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q3 2020, up 8.3% quarter-over-quarter.
- 5 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q3 2020 and 1 closed out, a net change of +4 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q3 2020 was Shelton Capital Management, an estimated $2.45M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q3 2020 was Clough Capital Partners, an estimated $149K sold.
Based on aggregated 13F filings for Q3 2020.