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EFT

Eaton Vance Floating-Rate Income Trust
EFT

68 hedge funds and large institutions have $199M invested in Eaton Vance Floating-Rate Income Trust in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

6% more capital invested

Capital invested by funds: $188M → $199M (+$11M)

1.83% more ownership

Funds ownership: 29.93% → 31.76% (+1.8%)

0% more funds holding

Funds holding: 68 → 68 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
21
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$5.88M
2
IC
Intersect Capital
California
+$5.43M
3
AAM
Advisors Asset Management
Colorado
+$698K
4
CWM
Circle Wealth Management
New Jersey
+$565K
5
Bank of America
Bank of America
North Carolina
+$426K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.13M
2
LPL Financial
LPL Financial
California
-$1.02M
3
PCP
Proficio Capital Partners
Massachusetts
-$828K
4
JSL
JT Stratford LLC
Georgia
-$310K
5
RWA
RGT Wealth Advisors
Texas
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$947K -$1.02M -67,597 -52%
Stifel Financial
27
Stifel Financial
Missouri
$935K -$189K -12,524 -17%
HFS
28
HL Financial Services
Kentucky
$908K -$3.34K -221 -0.4%
GAMC
29
Garner Asset Management Corp
Texas
$817K +$816K +53,995 New
CIA
30
Capital Investment Advisors
Georgia
$726K -$18.8K -1,240 -3%
Citigroup
31
Citigroup
New York
$696K +$11.5K +759 +2%
Creative Planning
32
Creative Planning
Kansas
$669K -$20K -1,322 -3%
AMH
33
Apollo Management Holdings
New York
$606K – – –
IA
34
IFP Advisors
Florida
$602K -$47K -3,111 -7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$411K -$20.1K -1,329 -5%
SRC
36
Shufro Rose & Co
New York
$359K -$22.7K -1,500 -6%
DI
37
Diligent Investors
California
$344K – – –
WEC
38
Winslow Evans & Crocker
Massachusetts
$312K -$1.53K -101 -0.5%
AG
39
Advisor Group
Arizona
$304K +$45.6K +3,016 +18%
Ameriprise
40
Ameriprise
Minnesota
$301K +$2.44K +161 +0.8%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$297K +$296K +19,595 New
GWM
42
Greenwich Wealth Management
Connecticut
$282K -$5.5K -364 -2%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$263K +$71.9K +4,753 +38%
ASN
44
Advisory Services Network
Georgia
$252K +$1.66K +110 +0.7%
HK
45
Horizon Kinetics
New York
$245K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$241K +$27.9K +1,844 +13%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$224K -$18.1K -1,200 -8%
FHA
48
Flagship Harbor Advisors
Massachusetts
$221K +$892 +59 +0.4%
TFCP
49
Twin Focus Capital Partners
Massachusetts
$215K – – –
Millennium Management
50
Millennium Management
New York
$206K +$206K +13,630 New
1
2
3

EFT Hedge Fund Activity: Q2 2017 in Review

68 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2017, worth a combined $199M — up 5.8% from $188M a quarter earlier.

Fund positioning in EFT was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 23 trimmed.

The largest buyer was Invesco, adding an estimated $5.88M. The largest seller was Guggenheim Capital, cutting an estimated $1.13M.

  • 68 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $199M of Eaton Vance Floating-Rate Income Trust stock for Q2 2017, up 5.8% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2017 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2017 was Invesco, an estimated $5.88M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2017 was Guggenheim Capital, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2017.