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EFF

EATON VANCE FLOATING-RATE INCOME PLUS FUND

Delisted

EFF was delisted on the 18th of June, 2021.

22 hedge funds and large institutions have $29.2M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $26.9M → $29.2M (+$2.3M)

5% more funds holding

Funds holding: 2122 (+1)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$4.6M +$574K +34,420 +14%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.07M +$58K +3,476 +1%
SFS
3
Shaker Financial Services
Virginia
$3.94M +$43.4K +2,602 +1%
Morgan Stanley
4
Morgan Stanley
New York
$3.33M +$355K +21,295 +12%
GC
5
Guggenheim Capital
Illinois
$2.38M -$102K -6,094 -4%
MHIC
6
Marble Harbor Investment Counsel
Massachusetts
$1.72M +$45K +2,700 +3%
AAM
7
Advisors Asset Management
Colorado
$1.6M +$323K +19,344 +25%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.55M +$624K +37,395 +67%
Bank of America
9
Bank of America
North Carolina
$1.51M +$237K +14,197 +19%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$994K +$44.3K +2,658 +5%
WAM
11
Wolverine Asset Management
Illinois
$959K +$934K +55,987 +3,135%
AWM
12
AE Wealth Management
Kansas
$496K +$40.9K +2,450 +9%
CAN
13
Cetera Advisor Networks
California
$386K -$43.9K -2,631 -10%
COLIM
14
City of London Investment Management
United Kingdom
$379K
UBS Group
15
UBS Group
Switzerland
$345K -$289K -17,299 -45%
PCP
16
Proficio Capital Partners
Massachusetts
$338K -$359K -21,501 -51%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$210K +$29.4K +1,761 +16%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$155K
AG
19
Advisor Group
Arizona
$115K +$20K +1,200 +21%
ASN
20
Advisory Services Network
Georgia
$81K
PCM
21
Penserra Capital Management
California
$47K +$47.7K +2,863 New
Wells Fargo
22
Wells Fargo
California
$17K +$734 +44 +4%

EFF Hedge Fund Activity: Q3 2017 in Review

22 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q3 2017, worth a combined $29.2M — up 8.6% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new EFF positions and 0 closed out — a net gain of 1 holder — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $934K. The largest seller was Proficio Capital Partners, cutting an estimated $359K.

  • 22 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q3 2017, up from 21 in Q2 2017.
  • Funds reported $29.2M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 1 fund opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q3 2017 and 0 closed out, a net change of +1 holder.
  • The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q3 2017 was Wolverine Asset Management, an estimated $934K added.
  • The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q3 2017 was Proficio Capital Partners, an estimated $359K sold.

Based on aggregated 13F filings for Q3 2017.