EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
21 hedge funds and large institutions have $26.9M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
1.93% less ownership
Funds ownership: 23% → 21.08% (-1.9%)
5% less funds holding
Funds holding: 22 → 21 (-1)
8% less capital invested
Capital invested by funds: $29.1M → $26.9M (-$2.23M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.56M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$866K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$858K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$681K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$470K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Intersect Capital
San Ramon,
California
|
-$3.7M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$1.32M |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.16M |
| 4 |
Morgan Stanley
New York
|
-$407K |
| 5 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$301K |
EFF Hedge Fund Activity: Q2 2017 in Review
21 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q2 2017, worth a combined $26.9M — down 7.6% from $29.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EFF and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.
The largest buyer was Invesco, adding an estimated $1.56M. The largest seller was Intersect Capital, exiting entirely with an estimated $3.7M sold.
- 21 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q2 2017, down from 22 in Q1 2017.
- Funds reported $26.9M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q2 2017, down 7.6% quarter-over-quarter.
- 3 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q2 2017 and 4 closed out, a net change of -1 holder.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q2 2017 was Invesco, an estimated $1.56M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q2 2017 was Intersect Capital, an estimated $3.7M sold.
Based on aggregated 13F filings for Q2 2017.