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EFT

Eaton Vance Floating-Rate Income Trust
EFT

74 hedge funds and large institutions have $199M invested in Eaton Vance Floating-Rate Income Trust in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

9% more funds holding

Funds holding: 68 → 74 (+6)

1.08% more ownership

Funds ownership: 31.76% → 32.85% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $199M → $199M (-$262K)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
28
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
+$3.04M
2
Bank of America
Bank of America
North Carolina
+$1.49M
3
DA
Doliver Advisors
Texas
+$1.36M
4
CRC
Curi RMB Capital
Illinois
+$867K
5
SIA
Sit Investment Associates
Minnesota
+$859K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.47M
2
PAG
Private Advisor Group
New Jersey
-$1.74M
3
AMH
Apollo Management Holdings
New York
-$606K
4
SRC
Shufro Rose & Co
New York
-$353K
5
WEC
Winslow Evans & Crocker
Massachusetts
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$942K +$27.3K +1,833 +3%
RPA
27
Rock Point Advisors
Vermont
$935K – – –
HFS
28
HL Financial Services
Kentucky
$881K +$3.56K +239 +0.4%
CRC
29
Curi RMB Capital
Illinois
$851K +$867K +58,222 New
SIA
30
Sit Investment Associates
Minnesota
$844K +$859K +57,725 New
Stifel Financial
31
Stifel Financial
Missouri
$808K -$94.2K -6,328 -10%
GAMC
32
Garner Asset Management Corp
Texas
$789K – – –
Creative Planning
33
Creative Planning
Kansas
$726K +$80.9K +5,434 +12%
WAM
34
Wolverine Asset Management
Illinois
$708K +$721K +48,445 New
Citigroup
35
Citigroup
New York
$694K +$23.1K +1,552 +3%
CIA
36
Capital Investment Advisors
Georgia
$681K -$20.8K -1,396 -3%
IA
37
IFP Advisors
Florida
$643K +$63.2K +4,245 +11%
OFG
38
OTA Financial Group
New York
$482K +$491K +32,977 New
Millennium Management
39
Millennium Management
New York
$437K +$242K +16,228 +119%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$403K +$342K +22,945 +496%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$390K -$6.31K -424 -2%
SRC
42
Shufro Rose & Co
New York
$368K -$353K -23,700 Closed
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$331K +$45.3K +3,041 +16%
DI
44
Diligent Investors
California
$322K -$10.4K -700 -3%
Ameriprise
45
Ameriprise
Minnesota
$314K +$24.1K +1,620 +8%
GWM
46
Greenwich Wealth Management
Connecticut
$270K -$2.23K -150 -0.8%
ASN
47
Advisory Services Network
Georgia
$245K +$1.71K +115 +0.7%
HighTower Advisors
48
HighTower Advisors
Illinois
$241K +$7.92K +532 +3%
AG
49
Advisor Group
Arizona
$240K -$53.2K -3,573 -18%
FHA
50
Flagship Harbor Advisors
Massachusetts
$214K -$566 -38 -0.3%
1
2
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EFT Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2017, worth a combined $199M — down 0.13% from $199M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EFT positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $3.04M. The largest seller was Morgan Stanley, cutting an estimated $2.47M.

  • 74 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2017, up from 68 in Q2 2017.
  • Funds reported $199M of Eaton Vance Floating-Rate Income Trust stock for Q3 2017, down 0.13% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2017 and 4 closed out, a net change of +6 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2017 was Geneos Wealth Management, an estimated $3.04M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2017 was Morgan Stanley, an estimated $2.47M sold.

Based on aggregated 13F filings for Q3 2017.