EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

77 hedge funds and large institutions have $198M invested in Eaton Vance Floating-Rate Income Trust in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
4
Increased
26
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.2M
2
TAF
2
Tredje AP-fonden
Sweden
$3.04M
3
AAM
3
Advisors Asset Management
Colorado
$1.46M
4
GC
4
Guggenheim Capital
Illinois
$7.81M
5
WCMNY
5
Westchester Capital Management (New York)
New York
$6.16M

Top Sellers

1
ZIG
1
Zuckerman Investment Group
Illinois
$0
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$3.84M
3
OHA
3
Oak Hill Advisors
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.33M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$1.35M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.33M -$1.69M -119,283 -56%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.26M +$359K +25,281 +40%
BB
29
Bell Bank
North Dakota
$1.04M – – –
Stifel Financial
30
Stifel Financial
Missouri
$880K +$177K +12,470 +25%
HFS
31
HL Financial Services
Kentucky
$797K +$85.8K +6,048 +12%
Citigroup
32
Citigroup
New York
$764K +$24.3K +1,714 +3%
Creative Planning
33
Creative Planning
Kansas
$752K +$40.7K +2,865 +6%
CIA
34
Capital Investment Advisors
Georgia
$744K +$12.5K +880 +2%
AMH
35
Apollo Management Holdings
New York
$568K +$568K +40,000 New
Wells Fargo
36
Wells Fargo
California
$513K -$203K -14,315 -28%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$426K – – –
SRC
38
Shufro Rose & Co
New York
$389K -$357K – –
GWM
39
Greenwich Wealth Management
Connecticut
$357K -$25.4K -1,790 -7%
IA
40
IFP Advisors
Florida
$350K -$11.9K -836 -3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$326K +$20.6K +1,449 +7%
DI
42
Diligent Investors
California
$323K – – –
MAS
43
Madden Advisory Services
Florida
$284K – – –
HK
44
Horizon Kinetics
New York
$241K -$46.2K -3,261 -16%
OFG
45
OTA Financial Group
New York
$239K -$137K -9,699 -37%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$220K -$208K – –
HighTower Advisors
47
HighTower Advisors
Illinois
$215K +$495 +35 +0.2%
BHWM
48
Bar Harbor Wealth Management
New Hampshire
$211K – – –
MFS
49
MSI Financial Services
Massachusetts
$207K -$37.1K -2,604 -15%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$201K +$567 +40 +0.3%
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