Eaton Vance Floating-Rate Income Trust
EFT
82 hedge funds and large institutions have $132M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 9 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 20
4.99% more ownership
Funds ownership: 31.19% → 36.18% (+5%)
1% more capital invested
Capital invested by funds: $130M → $132M (+$1.67M)
0% more funds holding
Funds holding: 82 → 82 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
+$15.5M |
| 2 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$3.16M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.12M |
| 5 |
NCM
Next Capital Management
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.43M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.17M |
| 3 |
Morgan Stanley
New York
|
-$1.93M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$496K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$386K |
EFT Hedge Fund Activity: Q2 2022 in Review
82 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2022, worth a combined $132M — up 1.3% from $130M a quarter earlier.
Fund positioning in EFT was balanced in Q2 2022: 9 funds opened new positions, 9 closed out, 32 added to existing stakes and 20 trimmed.
The largest buyer was Rock Creek Group, adding an estimated $15.5M. The largest seller was Envestnet Asset Management, cutting an estimated $2.43M.
- 82 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $132M of Eaton Vance Floating-Rate Income Trust stock for Q2 2022, up 1.3% quarter-over-quarter.
- 9 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2022 and 9 closed out, a net change of 0 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2022 was Rock Creek Group, an estimated $15.5M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2022 was Envestnet Asset Management, an estimated $2.43M sold.
Based on aggregated 13F filings for Q2 2022.