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EFF

EATON VANCE FLOATING-RATE INCOME PLUS FUND

Delisted

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

28 hedge funds and large institutions have $32.7M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

27% more funds holding

Funds holding: 2228 (+6)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $29.2M → $32.7M (+$3.52M)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$4.83M +$313K +19,063 +7%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.06M +$55.9K +3,409 +1%
Morgan Stanley
3
Morgan Stanley
New York
$3.06M -$218K -13,303 -7%
SIA
4
Sit Investment Associates
Minnesota
$2.75M +$2.77M +168,730 New
SFS
5
Shaker Financial Services
Virginia
$2.42M -$1.45M -88,303 -37%
AAM
6
Advisors Asset Management
Colorado
$2.4M +$846K +51,601 +54%
GC
7
Guggenheim Capital
Illinois
$2.09M -$244K -14,880 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.05M +$530K +32,332 +35%
MHIC
9
Marble Harbor Investment Counsel
Massachusetts
$1.98M +$295K +18,000 +17%
WAM
10
Wolverine Asset Management
Illinois
$1.67M +$732K +44,645 +77%
Bank of America
11
Bank of America
North Carolina
$1.33M -$151K -9,188 -10%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.13M +$154K +9,397 +16%
BFM
13
Boothbay Fund Management
New York
$669K +$673K +41,014 New
COLIM
14
City of London Investment Management
United Kingdom
$371K
UBS Group
15
UBS Group
Switzerland
$341K +$2.87K +175 +0.8%
PCP
16
Proficio Capital Partners
Massachusetts
$291K -$40.6K -2,475 -12%
CAN
17
Cetera Advisor Networks
California
$235K -$145K -8,856 -38%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$230K +$23.8K +1,454 +12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$203K +$204K +12,431 New
DA
20
Doliver Advisors
Texas
$173K +$174K +10,615 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$152K
AG
22
Advisor Group
Arizona
$93K -$19.9K -1,216 -18%
PCM
23
Penserra Capital Management
California
$83K +$37.4K +2,279 +80%
ASN
24
Advisory Services Network
Georgia
$80K
Wells Fargo
25
Wells Fargo
California
$17K -$16 -1 -0.1%

EFF Hedge Fund Activity: Q4 2017 in Review

28 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q4 2017, worth a combined $32.7M — up 12% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EFF positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.77M. The largest seller was Shaker Financial Services, cutting an estimated $1.45M.

  • 28 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q4 2017, up from 22 in Q3 2017.
  • Funds reported $32.7M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q4 2017, up 12% quarter-over-quarter.
  • 7 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q4 2017 and 1 closed out, a net change of +6 holders.
  • The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q4 2017 was Sit Investment Associates, an estimated $2.77M added.
  • The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q4 2017 was Shaker Financial Services, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2017.