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EFT

Eaton Vance Floating-Rate Income Trust
EFT

74 hedge funds and large institutions have $199M invested in Eaton Vance Floating-Rate Income Trust in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

9% more funds holding

Funds holding: 68 → 74 (+6)

1.08% more ownership

Funds ownership: 31.76% → 32.85% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $199M → $199M (-$262K)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
28
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
+$3.04M
2
Bank of America
Bank of America
North Carolina
+$1.49M
3
DA
Doliver Advisors
Texas
+$1.36M
4
CRC
Curi RMB Capital
Illinois
+$867K
5
SIA
Sit Investment Associates
Minnesota
+$859K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.47M
2
PAG
Private Advisor Group
New Jersey
-$1.74M
3
AMH
Apollo Management Holdings
New York
-$606K
4
SRC
Shufro Rose & Co
New York
-$353K
5
WEC
Winslow Evans & Crocker
Massachusetts
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K -$3.72K -250 -2%
TFCP
52
Twin Focus Capital Partners
Massachusetts
$207K – – –
FA
53
FCG Advisors
New Jersey
$197K – – –
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$185K -$70.8K -4,754 -27%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$183K -$2.75K -185 -1%
WAM
56
Weiss Asset Management
Massachusetts
$183K +$186K +12,519 New
CWM
57
Cornerstone Wealth Management
Missouri
$180K -$18.2K -1,222 -9%
PAG
58
Private Advisor Group
New Jersey
$176K -$1.74M -116,893 -91%
SFS
59
Sowell Financial Services
Arkansas
$168K +$223 +15 +0.1%
JSL
60
JT Stratford LLC
Georgia
$156K -$29.8K -2,000 -16%
HK
61
Horizon Kinetics
New York
$149K -$89.3K -6,000 -37%
SEI Investments
62
SEI Investments
Pennsylvania
$135K +$6.92K +465 +5%
HI
63
Hudock Inc
Pennsylvania
$109K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$86K – – –
PCP
65
Proficio Capital Partners
Massachusetts
$77K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$68K +$22.3K +1,500 +48%
PCM
67
Penserra Capital Management
California
$54K +$47K +3,154 +506%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$46K -$2.98K -200 -6%
WEC
69
Winslow Evans & Crocker
Massachusetts
$33.6K -$272K -18,299 -89%
FWM
70
Focused Wealth Management
New York
$29K +$14.9K +1,000 +100%
SPIA
71
Steward Partners Investment Advisory
New York
$29K +$14.9K +1,000 +100%
BWL
72
Bogart Wealth LLC
Virginia
$23K +$24K +1,609 New
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$20K +$20.8K +1,400 New
CCM
75
Covington Capital Management
California
$7K +$7.44K +500 New
1 2
3
4

EFT Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2017, worth a combined $199M — down 0.13% from $199M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EFT positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $3.04M. The largest seller was Morgan Stanley, cutting an estimated $2.47M.

  • 74 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2017, up from 68 in Q2 2017.
  • Funds reported $199M of Eaton Vance Floating-Rate Income Trust stock for Q3 2017, down 0.13% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2017 and 4 closed out, a net change of +6 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2017 was Geneos Wealth Management, an estimated $3.04M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2017 was Morgan Stanley, an estimated $2.47M sold.

Based on aggregated 13F filings for Q3 2017.