EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
EFF was delisted on the 18th of June, 2021.
22 hedge funds and large institutions have $30.2M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
1% less capital invested
Capital invested by funds: $30.5M → $30.2M (-$317K)
15% less funds holding
Funds holding: 26 → 22 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.03M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$533K |
| 3 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
+$275K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$252K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$162K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.61M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
-$631K |
| 3 |
Walleye Trading
New York
|
-$448K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$249K |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$200K |
EFF Hedge Fund Activity: Q2 2018 in Review
22 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q2 2018, worth a combined $30.2M — down 1% from $30.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EFF and 2 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $4.03M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.61M sold.
- 22 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q2 2018, down from 26 in Q1 2018.
- Funds reported $30.2M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q2 2018, down 1% quarter-over-quarter.
- 2 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q2 2018 and 6 closed out, a net change of -4 holders.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q2 2018 was LPL Financial, an estimated $4.03M added.
- The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q2 2018 was Sit Investment Associates, an estimated $3.61M sold.
Based on aggregated 13F filings for Q2 2018.