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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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33 hedge funds and large institutions have $50.8M invested in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

3% less funds holding

Funds holding: 34 → 33 (-1)

5% less capital invested

Capital invested by funds: $53.7M → $50.8M (-$2.94M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.71M
2
Bank of America
Bank of America
North Carolina
+$560K
3
Ameriprise
Ameriprise
Minnesota
+$416K
4
AUIM
Aegon USA Investment Management
Iowa
+$390K
5
VF
Virtu Financial
New York
+$213K

Top Sellers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.15M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.38M
3
Osaic Holdings
Osaic Holdings
Arizona
-$433K
4
Wells Fargo
Wells Fargo
California
-$151K
5
MMA
Miracle Mile Advisors
California
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Moors & Cabot
Massachusetts
$218K – – –
VF
27
Virtu Financial
New York
$211K +$213K +23,254 New
WANY
28
Wealthspire Advisors (New York)
New York
$204K +$206K +22,509 New
RFM
29
Royal Fund Management
Florida
$154K – – –
WS
30
Wedbush Securities
California
$141K – – –
KAS
31
Kestra Advisory Services
Texas
$102K -$110K -12,000 -52%
QC
32
Quent Capital
New York
$45K -$45.8K -5,000 -50%
AWM
33
Avior Wealth Management
Nebraska
$4K +$27 +3 +0.6%
MMA
34
Miracle Mile Advisors
California
– -$114K -12,321 Closed
BFO
35
Biltmore Family Office
North Carolina
– -$93K -10,000 Closed
WAM
36
Wolverine Asset Management
Illinois
– -$53K -5,818 Closed
1
2

EFL Hedge Fund Activity: Q1 2022 in Review

33 of the 6,340 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 Q1 2022, worth a combined $50.8M — down 5.5% from $53.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EFL and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $1.71M. The largest seller was Baird Financial Group, cutting an estimated $3.15M.

  • 33 institutional investors held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) as of Q1 2022, down from 34 in Q4 2021.
  • Funds reported $50.8M of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest stock for Q1 2022, down 5.5% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest positions in Q1 2022 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest buyer in Q1 2022 was Morgan Stanley, an estimated $1.71M added.
  • The largest Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest seller in Q1 2022 was Baird Financial Group, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2022.