EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

68 hedge funds and large institutions have $188M invested in Eaton Vance Floating-Rate Income Trust in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-10
Holders Change %
-12.82%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
27
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$14M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$8.31M
3
GC
3
Guggenheim Capital
Illinois
$11.4M
4
AAM
4
Advisors Asset Management
Colorado
$4.84M
5
Bank of America
5
Bank of America
North Carolina
$24.3M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
KLI
2
Kelman-Lazarov Inc
Tennessee
$0
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$4.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.9M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
51
RGT Wealth Advisors
Texas
$203K +$203K +13,404 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$191K +$4.94K +326 +3%
ISL
53
Ingalls & Snyder LLC
New York
$179K -$68.3K -4,500 -28%
SFS
54
Sowell Financial Services
Arkansas
$175K +$14.6K +968 +9%
CWM
55
Cornerstone Wealth Management
Missouri
$172K – – –
ICOA
56
Investment Centers of America
North Dakota
$168K – – –
SEI Investments
57
SEI Investments
Pennsylvania
$133K – – –
HI
58
Hudock Inc
Pennsylvania
$113K -$3.62K -240 -3%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$100K -$7.54K -500 -7%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$97K +$48.9K +3,208 +101%
MAS
61
Madden Advisory Services
Florida
$83K -$218K -14,535 -72%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$63K -$12.8K -850 -17%
AWMS
63
Advocacy Wealth Management Services
Georgia
$30K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29K +1,881 New
GI
65
Gradient Investments
Minnesota
$25K – – –
AIM
66
Acrospire Investment Management
Illinois
$21K -$41.4K -2,700 -66%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
FWM
68
Focused Wealth Management
New York
$15K – – –
PCM
69
Penserra Capital Management
California
$8K -$1.02K -72 -11%
EWM
70
Edge Wealth Management
New York
$5K – – –
Baillie Gifford & Co
71
Baillie Gifford & Co
United Kingdom
– -$7.72M -518,187 Closed
KLI
72
Kelman-Lazarov Inc
Tennessee
– -$6.14M -411,937 Closed
CS
73
Credit Suisse
Switzerland
– -$676K -45,358 Closed
OFG
74
OTA Financial Group
New York
– -$391K -26,255 Closed
BHWM
75
Bar Harbor Wealth Management
New Hampshire
– -$221K -14,825 Closed
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