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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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32 hedge funds and large institutions have $72.4M invested in EATON VANCE FLOATING-RATE INCOME PLUS FUND in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

10% more funds holding

Funds holding: 29 → 32 (+3)

9% more capital invested

Capital invested by funds: $66.7M → $72.4M (+$5.69M)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
5
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$1.26M
2
RVPG
Relative Value Partners Group
+$1.05M
3
BI
Bulldog Investors
New Jersey
+$871K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$856K
5
CCP
Clough Capital Partners
Massachusetts
+$703K

Top Sellers

1
SCM
Shelton Capital Management
Colorado
-$2.42M
2
RCM
Rivernorth Capital Management
Florida
-$1.86M
3
AAM
Advisors Asset Management
Colorado
-$958K
4
SFS
Shaker Financial Services
Virginia
-$420K
5
EVM
Eaton Vance Management
Massachusetts
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$26.7M – – –
RCM
2
Rivernorth Capital Management
Florida
$17.3M -$1.86M -124,640 -10%
BI
3
Bulldog Investors
New Jersey
$6.3M +$871K +58,286 +17%
EVM
4
Eaton Vance Management
Massachusetts
$3.24M -$372K -24,899 -11%
IA
5
Icon Advisers
Colorado
$2.52M -$49.5K -3,314 -2%
Morgan Stanley
6
Morgan Stanley
New York
$1.82M -$139K -9,279 -7%
GC
7
Guggenheim Capital
Illinois
$1.63M -$313K -20,985 -17%
CCP
8
Clough Capital Partners
Massachusetts
$1.6M +$703K +47,050 +85%
BFM
9
Boothbay Fund Management
New York
$1.5M – – –
LC
10
Lindbrook Capital
California
$1.4M -$7.17K -480 -0.5%
Millennium Management
11
Millennium Management
New York
$1.31M +$1.26M +84,583 New
RVPG
12
Relative Value Partners Group
$1.09M +$1.05M +70,117 New
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$892K +$856K +57,344 New
MHIC
14
Marble Harbor Investment Counsel
Massachusetts
$762K – – –
Invesco
15
Invesco
Georgia
$638K +$114K +7,666 +23%
Bank of America
16
Bank of America
North Carolina
$612K -$6.78K -454 -1%
MIG
17
Mariner Investment Group
New York
$522K +$501K +33,565 New
RJA
18
Raymond James & Associates
Florida
$414K -$113K -7,561 -22%
UBS Group
19
UBS Group
Switzerland
$389K +$29K +1,940 +8%
HCM
20
Hilton Capital Management
New York
$273K +$263K +17,580 New
Osaic Holdings
21
Osaic Holdings
Arizona
$235K -$8.04K -538 -3%
VEA
22
Virtus ETF Advisers
New York
$221K -$49K -3,281 -19%
Wells Fargo
23
Wells Fargo
California
$196K -$7.48K -501 -4%
AC
24
Almitas Capital
California
$184K -$2.94K -197 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$163K -$16.1K -1,079 -9%
1
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EFF Hedge Fund Activity: Q4 2020 in Review

32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) for Q4 2020, worth a combined $72.4M — up 8.5% from $66.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EFF positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 15 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.26M. The largest seller was Shelton Capital Management, exiting entirely with an estimated $2.42M sold.

  • 32 institutional investors held EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) as of Q4 2020, up from 29 in Q3 2020.
  • Funds reported $72.4M of EATON VANCE FLOATING-RATE INCOME PLUS FUND stock for Q4 2020, up 8.5% quarter-over-quarter.
  • 7 funds opened new EATON VANCE FLOATING-RATE INCOME PLUS FUND positions in Q4 2020 and 4 closed out, a net change of +3 holders.
  • The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND buyer in Q4 2020 was Millennium Management, an estimated $1.26M added.
  • The largest EATON VANCE FLOATING-RATE INCOME PLUS FUND seller in Q4 2020 was Shelton Capital Management, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2020.