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EFT

Eaton Vance Floating-Rate Income Trust
EFT

97 hedge funds and large institutions have $181M invested in Eaton Vance Floating-Rate Income Trust in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

5% more capital invested

Capital invested by funds: $172M → $181M (+$9.08M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.08% more ownership

Funds ownership: 33.66% → 33.75% (+0.08%)

0% more funds holding

Funds holding: 97 → 97 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
33
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$7.1M
2
LC
Lindbrook Capital
California
+$5.15M
3
CWM
Circle Wealth Management
New Jersey
+$1.09M
4
EVM
Eaton Vance Management
Massachusetts
+$635K
5
CRC
Curi RMB Capital
Illinois
+$565K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.09M
2
O
OppenheimerFunds
New York
-$5.06M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$947K
4
SCM
Saba Capital Management
New York
-$864K
5
PPA
Parametric Portfolio Associates
Washington
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$1.05M -$669K -50,000 -38%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.04M +$149K +11,173 +17%
BB
28
Bell Bank
North Dakota
$965K – – –
MIG
29
Mariner Investment Group
New York
$892K +$244K +18,208 +37%
AG
30
Advisor Group
Arizona
$883K +$23.9K +1,787 +3%
LPL Financial
31
LPL Financial
California
$875K -$1.3K -97 -0.1%
SCM
32
Saba Capital Management
New York
$861K -$864K -64,570 -50%
CAN
33
Cetera Advisor Networks
California
$857K +$321K +23,993 +59%
CWM
34
Cornerstone Wealth Management
Missouri
$849K +$67 +5 +0%
Wells Fargo
35
Wells Fargo
California
$800K +$6.9K +516 +0.9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$669K -$34.2K -2,559 -5%
AA
37
AQR Arbitrage
Connecticut
$668K +$191K +14,273 +39%
GAMC
38
Garner Asset Management Corp
Texas
$662K +$1.34K +100 +0.2%
LCM
39
Landscape Capital Management
New Jersey
$661K -$544K -40,649 -45%
EVM
40
Eaton Vance Management
Massachusetts
$626K +$635K +47,450 New
NCM
41
Next Capital Management
New York
$536K -$363K -27,150 -40%
CIA
42
Capital Investment Advisors
Georgia
$525K -$5.98K -447 -1%
ACM
43
Arlington Capital Management
Illinois
$519K +$527K +39,364 New
BPCM
44
Beach Point Capital Management
California
$499K +$506K +37,820 New
RCM
45
Robinson Capital Management
Michigan
$421K +$325K +24,296 +319%
QGA
46
Q Global Advisors
Texas
$410K – – –
WAM
47
Weiss Asset Management
Massachusetts
$407K -$364K -27,208 -47%
SRC
48
Shufro Rose & Co
New York
$384K – – –
Lido Advisors
49
Lido Advisors
California
$349K -$502K -37,501 -59%
Millennium Management
50
Millennium Management
New York
$345K +$350K +26,153 New
1
2
3 4 5

EFT Hedge Fund Activity: Q1 2019 in Review

97 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2019, worth a combined $181M — up 5.3% from $172M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EFT positions and 14 closed out — a net gain of 1 holder — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.1M. The largest seller was JP Morgan Chase, cutting an estimated $5.09M.

  • 97 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $181M of Eaton Vance Floating-Rate Income Trust stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2019 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2019 was Rivernorth Capital Management, an estimated $7.1M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2019 was JP Morgan Chase, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2019.