EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
32 hedge funds and large institutions have $72.4M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more funds holding
Funds holding: 29 → 32 (+3)
9% more capital invested
Capital invested by funds: $66.7M → $72.4M (+$5.69M)
67% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.26M |
| 2 |
RVPG
Relative Value Partners Group
|
+$1.05M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$871K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$856K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shelton Capital Management
Denver,
Colorado
|
-$2.42M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.86M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$958K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$420K |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$372K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAIM
26
Financial Advocates Investment Management
Olympia,
Washington
| $158K | -$43.4K | -2,903 | -22% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $134K | -$158K | -10,593 | -55% |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $130K | – | – | – |
|
|
FIA
29
FNY Investment Advisers
New York
| $53K | +$51.5K | +3,445 | New |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $44K | – | – | – |
|
|
S
31
SignatureFD
Atlanta,
Georgia
| $30K | +$344 | +23 | +1% |
|
32
Rockefeller Capital Management
New York
| $2K | +$2.82K | +189 | New |
|
|
SCM
33
Shelton Capital Management
Denver,
Colorado
| – | -$2.42M | -172,796 | Closed |
|
|
AAM
34
Advisors Asset Management
Monument,
Colorado
| – | -$958K | -68,313 | Closed |
|
|
SFS
35
Shaker Financial Services
Arlington,
Virginia
| – | -$420K | -29,954 | Closed |
|
|
WAM
36
Wolverine Asset Management
Chicago,
Illinois
| – | -$31K | -2,258 | Closed |
|
EFF Hedge Fund Activity: Q4 2020 in Review
32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q4 2020, worth a combined $72.4M — up 8.5% from $66.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EFF positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 15 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $1.26M. The largest seller was Shelton Capital Management, exiting entirely with an estimated $2.42M sold.
- 32 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q4 2020, up from 29 in Q3 2020.
- Funds reported $72.4M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q4 2020, up 8.5% quarter-over-quarter.
- 7 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q4 2020 and 4 closed out, a net change of +3 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q4 2020 was Millennium Management, an estimated $1.26M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q4 2020 was Shelton Capital Management, an estimated $2.42M sold.
Based on aggregated 13F filings for Q4 2020.