Eaton Vance Floating-Rate Income Trust
EFT
72 hedge funds and large institutions have $154M invested in Eaton Vance Floating-Rate Income Trust in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 17 closing their positions.
4% more capital invested
Capital invested by funds: $147M → $154M (+$6.52M)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
0.81% less ownership
Funds ownership: 27.29% → 26.48% (-0.81%)
9% less funds holding
Funds holding: 79 → 72 (-7)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.16M |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$1.49M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.43M |
| 4 |
Cohen & Steers
New York
|
+$1.31M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OHA
Oak Hill Advisors
New York
|
-$3.44M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.75M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$935K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$897K |
| 5 |
SG Americas Securities
New York
|
-$881K |
EFT Hedge Fund Activity: Q1 2015 in Review
72 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2015, worth a combined $154M — up 4.4% from $147M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of EFT and 12 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 19 added.
The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Oak Hill Advisors, cutting an estimated $3.44M.
- 72 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2015, down from 79 in Q4 2014.
- Funds reported $154M of Eaton Vance Floating-Rate Income Trust stock for Q1 2015, up 4.4% quarter-over-quarter.
- 12 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2015 and 17 closed out, a net change of -5 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2015 was Morgan Stanley, an estimated $2.16M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2015 was Oak Hill Advisors, an estimated $3.44M sold.
Based on aggregated 13F filings for Q1 2015.