EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

78 hedge funds and large institutions have $185M invested in Eaton Vance Floating-Rate Income Trust in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
26
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$25.5M
2
Bank of America
2
Bank of America
North Carolina
$22.8M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$4.03M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.2M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$1.71M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$7.72M
2
Invesco
2
Invesco
Georgia
$6.26M
3
WCMNY
3
Westchester Capital Management (New York)
New York
$0
4
YMRC
4
Yorktown Management & Research Company
Virginia
$0
5
BCC
5
Bain Capital Credit
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.01M 68,189 +6,244 +10%
Cohen & Steers
27
Cohen & Steers
New York
$996K 66,872 -28,302 -30%
RPA
28
Rock Point Advisors
Vermont
$953K 63,949 -121,597 -66%
HFS
29
HL Financial Services
Kentucky
$943K 63,304 +7,155 +13%
Creative Planning
30
Creative Planning
Kansas
$787K 52,834 -108 -0.2%
CIA
31
Capital Investment Advisors
Georgia
$749K 50,251 -2,157 -4%
CS
32
Credit Suisse
Switzerland
$676K 45,358 -75,994 -63%
Citigroup
33
Citigroup
New York
$669K 44,919 -8,917 -17%
JSL
34
JT Stratford LLC
Georgia
$639K 42,870 +42,870 New
AMH
35
Apollo Management Holdings
New York
$596K 40,000 – –
IA
36
IFP Advisors
Florida
$583K 39,156 +14,522 +59%
Wells Fargo
37
Wells Fargo
California
$552K 37,035 +912 +3%
SRC
38
Shufro Rose & Co
New York
$408K 27,400 +27,400 New
OFG
39
OTA Financial Group
New York
$391K 26,255 +9,391 +56%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$365K 24,512 +1,545 +7%
DI
41
Diligent Investors
California
$339K 22,700 – –
GWM
42
Greenwich Wealth Management
Connecticut
$331K 22,218 -2,913 -12%
MAS
43
Madden Advisory Services
Florida
$298K 20,065 – –
Ameriprise
44
Ameriprise
Minnesota
$262K 17,575 +7,183 +69%
ISL
45
Ingalls & Snyder LLC
New York
$243K 16,300 +16,300 New
HK
46
Horizon Kinetics
New York
$241K 16,200 -800 -5%
Wellington Management Group
47
Wellington Management Group
Massachusetts
– – – –
BHWM
48
Bar Harbor Wealth Management
New Hampshire
$221K 14,825 – –
HighTower Advisors
49
HighTower Advisors
Illinois
$220K 14,716 -471 -3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$213K 14,215 +38 +0.3%
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