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EFL

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

Delisted

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

31 hedge funds and large institutions have $45.4M invested in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $44.3M → $45.4M (+$1.12M)

14% less funds holding

Funds holding: 3631 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
31
Holders Change
-5
Holders Change %
-13.89%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.6M -$567K -61,266 -4%
EVM
2
Eaton Vance Management
Massachusetts
$4.78M -$49.2K -5,317 -1%
Bank of America
3
Bank of America
North Carolina
$4.76M +$468K +50,596 +11%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.41M +$127K +13,751 +3%
Wells Fargo
5
Wells Fargo
California
$2.92M +$379K +40,933 +15%
CPIG
6
Chicago Partners Investment Group
Illinois
$2.59M +$134K +14,468 +6%
RJA
7
Raymond James & Associates
Florida
$1.76M +$477K +51,528 +38%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.68M -$762K -82,368 -32%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.56M +$1.26M +136,227 +461%
SPIA
10
Steward Partners Investment Advisory
New York
$1.09M +$155K +16,781 +17%
UBS Group
11
UBS Group
Switzerland
$943K -$246K -26,611 -21%
GIP
12
Greatmark Investment Partners
Georgia
$775K +$34.7K +3,750 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$762K +$47.2K +5,107 +7%
EGA
14
E&G Advisors
Texas
$621K -$18.5K -2,000 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$467K +$1.57K +170 +0.3%
Stifel Financial
16
Stifel Financial
Missouri
$421K +$1.46K +158 +0.4%
CWS
17
Cypress Wealth Services
California
$315K +$620 +67 +0.2%
Barclays
18
Barclays
United Kingdom
$310K +$308K +33,332 New
Ameriprise
19
Ameriprise
Minnesota
$232K -$19.9K -2,146 -8%
KAS
20
Kestra Advisory Services
Texas
$227K -$434K -46,926 -66%
RFM
21
Royal Fund Management
Florida
$221K -$5.04K -545 -2%
MFG
22
Magnus Financial Group
New York
$182K +$12K +1,300 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$161K +$20.1K +2,168 +15%
MMA
24
Miracle Mile Advisors
California
$116K
OIA
25
OneDigital Investment Advisors
Kansas
$110K

EFL Hedge Fund Activity: Q1 2021 in Review

31 of the 5,695 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 2021, worth a combined $45.4M — up 2.5% from $44.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EFL and 3 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 15 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.26M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $776K sold.

  • 31 institutional investors held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) as of Q1 2021, down from 36 in Q4 2020.
  • Funds reported $45.4M of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest stock for Q1 2021, up 2.5% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest positions in Q1 2021 and 8 closed out, a net change of -5 holders.
  • The largest Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest buyer in Q1 2021 was Janney Montgomery Scott, an estimated $1.26M added.
  • The largest Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest seller in Q1 2021 was Rivernorth Capital Management, an estimated $776K sold.

Based on aggregated 13F filings for Q1 2021.