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EFL

Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest
EFL

Delisted

EFL was delisted on the 25th of October, 2022.

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31 hedge funds and large institutions have $38.1M invested in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

55% more funds holding

Funds holding: 20 → 31 (+11)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $33M → $38.1M (+$5.07M)

Holders
31
Holders Change
+11
Holders Change %
+55%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
+$3.5M
2
Morgan Stanley
Morgan Stanley
New York
+$2.7M
3
RJA
Raymond James & Associates
Florida
+$1.56M
4
BlackRock
BlackRock
New York
+$1.08M
5
RCM
Rivernorth Capital Management
Florida
+$699K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.05M
2
UBS Group
UBS Group
Switzerland
-$508K
3
MIG
Mariner Investment Group
New York
-$494K
4
Bank of America
Bank of America
North Carolina
-$398K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$82K +$24.5K +2,733 +40%
APSP
27
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K – – –
NFG
28
Next Financial Group
Texas
$26K +$12.6K +1,400 +88%
OIA
29
OneDigital Investment Advisors
Kansas
$26K +$27.2K +3,035 New
TFS
30
TrustCore Financial Services
Tennessee
$2K +$2.16K +241 New
FMP
31
Financial Management Professionals
Texas
$2K +$2.51K +280 New
BRWM
32
B. Riley Wealth Management
Tennessee
– -$213K -22,975 Closed
PCM
33
Penserra Capital Management
California
– -$71K -7,725 Closed
SPIA
34
Steward Partners Investment Advisory
New York
– -$54K -5,850 Closed
1
2

EFL Hedge Fund Activity: Q4 2018 in Review

31 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) for Q4 2018, worth a combined $38.1M — up 15% from $33M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EFL positions and 3 closed out — a net gain of 11 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $3.5M. The largest seller was Ameriprise, cutting an estimated $1.05M.

  • 31 institutional investors held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) as of Q4 2018, up from 20 in Q3 2018.
  • Funds reported $38.1M of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest stock for Q4 2018, up 15% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest positions in Q4 2018 and 3 closed out, a net change of +11 holders.
  • The largest Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest buyer in Q4 2018 was Relative Value Partners Group, an estimated $3.5M added.
  • The largest Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest seller in Q4 2018 was Ameriprise, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2018.