EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

78 hedge funds and large institutions have $185M invested in Eaton Vance Floating-Rate Income Trust in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
26
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$25.5M
2
Bank of America
2
Bank of America
North Carolina
$22.8M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$4.03M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.2M
5
CWM
5
Circle Wealth Management
New Jersey
$2.07M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$7.72M
2
Invesco
2
Invesco
Georgia
$6.26M
3
WCMNY
3
Westchester Capital Management (New York)
New York
$0
4
YMRC
4
Yorktown Management & Research Company
Virginia
$0
5
BCC
5
Bain Capital Credit
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFCP
51
Twin Focus Capital Partners
Massachusetts
$211K 14,176 – –
FA
52
FCG Advisors
New Jersey
$201K 13,500 +13,500 New
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$183K 12,289 +2,144 +21%
AG
54
Advisor Group
Arizona
$172K 11,570 +8,124 +236%
CWM
55
Cornerstone Wealth Management
Missouri
$171K 11,440 +11,440 New
CHAM
56
Clear Harbor Asset Management
Connecticut
$165K 11,090 – –
ICOA
57
Investment Centers of America
North Dakota
$163K 11,019 – –
SFS
58
Sowell Financial Services
Arkansas
$162K 10,599 +10,599 New
IECM
59
Intrinsic Edge Capital Management
Illinois
$149K 10,000 +10,000 New
MFS
60
MSI Financial Services
Massachusetts
$145K 9,775 -4,768 -33%
SEI Investments
61
SEI Investments
Pennsylvania
$131K 8,800 – –
HI
62
Hudock Inc
Pennsylvania
$115K 7,727 -341 -4%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$105K 7,130 – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$75K 5,025 -25,000 -83%
AIM
65
Acrospire Investment Management
Illinois
$61K 4,070 +2,370 +139%
US Bancorp
66
US Bancorp
Minnesota
$50K 3,355 – –
MA
67
MUFG Americas
New York
$50K 3,332 – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$47K 3,162 -1,119 -26%
AWMS
69
Advocacy Wealth Management Services
Georgia
$30K 2,000 – –
WEC
70
Winslow Evans & Crocker
Massachusetts
$27.9K 1,870 +1,070 +134%
GI
71
Gradient Investments
Minnesota
$25K 1,673 -378 -18%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$21K 1,400 +1,400 New
FWM
73
Focused Wealth Management
New York
$15K 1,000 – –
LWCFA
74
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K 666 +666 New
PCM
75
Penserra Capital Management
California
$9K 639 +71 +13%
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