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EFT

Eaton Vance Floating-Rate Income Trust
EFT

74 hedge funds and large institutions have $1.26B invested in Eaton Vance Floating-Rate Income Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,203% more capital invested

Capital invested by funds: $96.6M → $1.26B (+$1.16B)

0.23% more ownership

Funds ownership: 28.74% → 28.97% (+0.23%)

8% less funds holding

Funds holding: 80 → 74 (-6)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 26

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MAI Capital Management
Ohio
+$1.58M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.49M
3
AAM
Advisors Asset Management
Colorado
+$1M
4
GC
Guggenheim Capital
Illinois
+$600K
5
JIC
Joel Isaacson & Co
New York
+$544K

Top Sellers

Rank Fund Capital Flow
1
GA
GraniteShares Advisors
New York
-$2.36M
2
Morgan Stanley
Morgan Stanley
New York
-$958K
3
UBS Group
UBS Group
Switzerland
-$411K
4
WAM
Wolverine Asset Management
Illinois
-$363K
5
WA
Waverly Advisors
Alabama
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Morse Asset Management
Connecticut
$485K +$150K +11,322 +43%
SFS
27
Shaker Financial Services
Virginia
$465K -$248K -18,767 -34%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$449K -$39.3K -2,977 -8%
HSA
29
HBK Sorce Advisory
Pennsylvania
$404K +$30.9K +2,341 +8%
CL
30
Choreo LLC
Illinois
$394K -$4.62K -350 -1%
BEI
31
Benjamin Edwards Inc
Missouri
$360K -$5.28K -400 -1%
BP
32
Ballentine Partners
Massachusetts
$357K – – –
MWM
33
Melfa Wealth Management
Massachusetts
$325K -$70.6K -5,344 -17%
RAM
34
Readystate Asset Management
Illinois
$294K +$302K +22,894 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$283K – – –
PAG
36
Private Advisor Group
New Jersey
$207K -$58.4K -4,421 -22%
DAS
37
Dynamic Advisor Solutions
Arizona
$203K -$14.1K -1,071 -6%
BA
38
Bard Associates
Illinois
$196K – – –
SG
39
StoneX Group
New York
$187K +$193K +14,596 New
Truist Financial
40
Truist Financial
North Carolina
$187K – – –
WWM
41
WT Wealth Management
Arizona
$179K -$116K -8,774 -39%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$166K -$17K -1,286 -9%
CIA
43
Concurrent Investment Advisors
Florida
$163K – – –
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$163K +$168K +12,688 New
HKAM
45
Horizon Kinetics Asset Management
New York
$154K – – –
PI
46
PFG Investments
New York
$152K -$19.3K -1,464 -11%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$146K +$151K +11,415 New
OCM
48
Orleans Capital Management
Louisiana
$133K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$132K -$9.98K -756 -7%
WMG
50
WESCAP Management Group
California
$131K – – –
1
2
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EFT Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q4 2024, worth a combined $1.26B — up 1,203% from $96.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EFT and 10 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 13 added.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $1.58M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $2.36M sold.

  • 74 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q4 2024, down from 80 in Q3 2024.
  • Funds reported $1.26B of Eaton Vance Floating-Rate Income Trust stock for Q4 2024, up 1,203% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q4 2024 and 12 closed out, a net change of -2 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q4 2024 was MAI Capital Management, an estimated $1.58M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q4 2024 was GraniteShares Advisors, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2024.