EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

80 hedge funds and large institutions have $111M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
18
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.4M
3
AAM
3
Advisors Asset Management
Colorado
$4.82M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.75M
5
SIA
5
Sit Investment Associates
Minnesota
$844K

Top Sellers

1
KIG
1
Kennedy Investment Group
New Jersey
$0
2
Bank of America
2
Bank of America
North Carolina
$17.1M
3
OCM
3
Oaktree Capital Management
California
$0
4
1CP
4
1607 Capital Partners
Virginia
$0
5
MHIC
5
Marble Harbor Investment Counsel
Massachusetts
$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUIM
26
Aegon USA Investment Management
Iowa
$483K -$469K -37,397 -49%
Stifel Financial
27
Stifel Financial
Missouri
$482K -$11.5K -914 -2%
VEA
28
Virtus ETF Advisers
New York
$420K -$133K -10,569 -24%
PCM
29
Parsons Capital Management
Rhode Island
$394K – – –
MWM
30
Melfa Wealth Management
Massachusetts
$382K -$29.5K -2,350 -7%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$371K +$19.5K +1,550 +6%
BP
32
Ballentine Partners
Massachusetts
$349K -$339K -27,051 -49%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$344K -$5.02K -400 -1%
WA
34
Waverly Advisors
Alabama
$315K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$267K +$39.3K +3,134 +17%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$249K +$249K +19,835 New
CIS
37
Custom Index Systems
New York
$230K +$230K +18,347 New
Truist Financial
38
Truist Financial
North Carolina
$224K -$276K -21,956 -55%
Ameriprise
39
Ameriprise
Minnesota
$221K +$16.7K +1,334 +8%
DAS
40
Dynamic Advisor Solutions
Arizona
$216K -$12.5K -986 -5%
Goldman Sachs
41
Goldman Sachs
New York
$199K -$193K -15,397 -49%
CIA
42
Capital Investment Advisors
Georgia
$196K -$198K -15,811 -50%
SRC
43
Shufro Rose & Co
New York
$187K – – –
AWM
44
AE Wealth Management
Kansas
$169K +$169K +12,926 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$164K +$24.3K +1,938 +17%
AAMC
46
Asset Allocation & Management Company
Illinois
$163K – – –
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$162K -$2.92K -233 -2%
CIA
48
Concurrent Investment Advisors
Florida
$159K +$159K +12,706 New
RJT
49
Raymond James Trust
Florida
$151K -$13 -1 -0%
TFCP
50
Twin Focus Capital Partners
Massachusetts
$148K – – –
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