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EFT

Eaton Vance Floating-Rate Income Trust
EFT

68 hedge funds and large institutions have $199M invested in Eaton Vance Floating-Rate Income Trust in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

6% more capital invested

Capital invested by funds: $188M → $199M (+$11M)

1.83% more ownership

Funds ownership: 29.93% → 31.76% (+1.8%)

0% more funds holding

Funds holding: 68 → 68 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
21
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$5.88M
2
IC
Intersect Capital
California
+$5.43M
3
AAM
Advisors Asset Management
Colorado
+$698K
4
CWM
Circle Wealth Management
New Jersey
+$565K
5
Bank of America
Bank of America
North Carolina
+$426K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.13M
2
LPL Financial
LPL Financial
California
-$1.02M
3
PCP
Proficio Capital Partners
Massachusetts
-$828K
4
JSL
JT Stratford LLC
Georgia
-$310K
5
RWA
RGT Wealth Advisors
Texas
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$205K +$32K +2,115 +18%
FA
52
FCG Advisors
New Jersey
$204K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$193K -$13.4K -883 -6%
JSL
54
JT Stratford LLC
Georgia
$192K -$310K -20,520 -62%
SFS
55
Sowell Financial Services
Arkansas
$175K +$212 +14 +0.1%
ICOA
56
Investment Centers of America
North Dakota
$168K – – –
SEI Investments
57
SEI Investments
Pennsylvania
$133K – – –
HI
58
Hudock Inc
Pennsylvania
$113K – – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$89K -$7.56K -500 -8%
PCP
60
Proficio Capital Partners
Massachusetts
$79K -$828K -54,737 -91%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$70K -$30.2K -2,000 -30%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$51K -$12.1K -800 -19%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$47K +$18.9K +1,250 +66%
GI
64
Gradient Investments
Minnesota
$21K -$3.98K -263 -16%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
FWM
66
Focused Wealth Management
New York
$15K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$15K +$15.1K +1,000 New
PCM
68
Penserra Capital Management
California
$9K +$847 +56 +10%
EWM
69
Edge Wealth Management
New York
$5K – – –
RWA
70
RGT Wealth Advisors
Texas
– -$203K -13,404 Closed
ISL
71
Ingalls & Snyder LLC
New York
– -$179K -11,800 Closed
MAS
72
Madden Advisory Services
Florida
– -$83K -5,530 Closed
AWMS
73
Advocacy Wealth Management Services
Georgia
– -$30K -2,000 Closed
AIM
74
Acrospire Investment Management
Illinois
– -$21K -1,370 Closed
1 2
3

EFT Hedge Fund Activity: Q2 2017 in Review

68 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2017, worth a combined $199M — up 5.8% from $188M a quarter earlier.

Fund positioning in EFT was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 23 trimmed.

The largest buyer was Invesco, adding an estimated $5.88M. The largest seller was Guggenheim Capital, cutting an estimated $1.13M.

  • 68 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $199M of Eaton Vance Floating-Rate Income Trust stock for Q2 2017, up 5.8% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2017 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2017 was Invesco, an estimated $5.88M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2017 was Guggenheim Capital, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2017.