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EFF

EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF

Delisted

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

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35 hedge funds and large institutions have $36.7M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

25% more funds holding

Funds holding: 28 → 35 (+7)

12% more capital invested

Capital invested by funds: $32.9M → $36.7M (+$3.81M)

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$3.68M
2
CRC
Curi RMB Capital
Illinois
+$3.08M
3
FIMG
Financial & Investment Management Group
Michigan
+$1.24M
4
AAM
Advisors Asset Management
Colorado
+$725K
5
SIA
Sit Investment Associates
Minnesota
+$610K

Top Sellers

1
Invesco
Invesco
Georgia
-$1.2M
2
SFS
Shaker Financial Services
Virginia
-$1.01M
3
GC
Guggenheim Capital
Illinois
-$662K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$451K
5
MHIC
Marble Harbor Investment Counsel
Massachusetts
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$4.33M +$436K +28,934 +11%
JP Morgan Chase
2
JP Morgan Chase
New York
$3.74M +$58.9K +3,904 +2%
SCM
3
Saba Capital Management
New York
$3.47M +$3.68M +243,854 New
CRC
4
Curi RMB Capital
Illinois
$3.43M +$3.08M +204,173 +554%
AAM
5
Advisors Asset Management
Colorado
$2.89M +$725K +48,101 +31%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.12M -$451K -29,922 -17%
Morgan Stanley
7
Morgan Stanley
New York
$2.02M +$101K +6,727 +5%
Invesco
8
Invesco
Georgia
$1.9M -$1.2M -79,346 -37%
MHIC
9
Marble Harbor Investment Counsel
Massachusetts
$1.68M -$277K -18,400 -13%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.46M +$101K +6,676 +7%
FIMG
11
Financial & Investment Management Group
Michigan
$1.17M +$1.24M +82,010 New
WAM
12
Wolverine Asset Management
Illinois
$1.08M +$606K +40,162 +112%
GC
13
Guggenheim Capital
Illinois
$1.03M -$662K -43,941 -38%
Bank of America
14
Bank of America
North Carolina
$967K -$225K -14,893 -18%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$760K +$65.4K +4,335 +9%
BA
16
Bennicas & Associates
California
$644K -$166K -11,000 -20%
SIA
17
Sit Investment Associates
Minnesota
$575K +$610K +40,433 New
LC
18
Lindbrook Capital
California
$570K +$605K +40,152 New
COLIM
19
City of London Investment Management
United Kingdom
$504K – – –
UBS Group
20
UBS Group
Switzerland
$469K -$34.9K -2,314 -7%
MIG
21
Mariner Investment Group
New York
$400K -$208K -13,811 -33%
LCM
22
Landscape Capital Management
New Jersey
$237K +$251K +16,640 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$190K +$202K +13,377 New
FAIM
24
Financial Advocates Investment Management
Washington
$186K +$43.3K +2,875 +28%
Citigroup
25
Citigroup
New York
$180K – – –
1
2

EFF Hedge Fund Activity: Q4 2018 in Review

35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q4 2018, worth a combined $36.7M — up 12% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFF positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $3.68M. The largest seller was Invesco, cutting an estimated $1.2M.

  • 35 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q4 2018, up from 28 in Q3 2018.
  • Funds reported $36.7M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q4 2018, up 12% quarter-over-quarter.
  • 9 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q4 2018 and 2 closed out, a net change of +7 holders.
  • The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q4 2018 was Saba Capital Management, an estimated $3.68M added.
  • The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q4 2018 was Invesco, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2018.