EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

80 hedge funds and large institutions have $111M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
18
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.4M
3
AAM
3
Advisors Asset Management
Colorado
$4.82M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.75M
5
SIA
5
Sit Investment Associates
Minnesota
$844K

Top Sellers

1
KIG
1
Kennedy Investment Group
New Jersey
$0
2
Bank of America
2
Bank of America
North Carolina
$17.1M
3
OCM
3
Oaktree Capital Management
California
$0
4
1CP
4
1607 Capital Partners
Virginia
$0
5
MHIC
5
Marble Harbor Investment Counsel
Massachusetts
$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
JRCM
51
Jones Road Capital Management
New York
$138K -$113K -9,036 -45%
CA
52
Cetera Advisors
Colorado
$130K -$376 -30 -0.3%
WMG
53
WESCAP Management Group
California
$128K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$94.8K – – –
MIA
55
MeadowBrook Investment Advisors
Michigan
$82.8K +$82.8K +6,594 New
ASN
56
Advisory Services Network
Georgia
$75.3K +$75.3K +6,000 New
PA
57
Parallel Advisors
California
$70K – – –
CWC
58
Carolinas Wealth Consulting
North Carolina
$61.7K +$14.6K +1,149 +31%
PTC
59
Private Trust Company
Ohio
$60.2K – – –
Comerica Bank
60
Comerica Bank
Texas
$47.8K -$82.1K -6,543 -63%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$31.4K +$31.4K +2,500 New
AWM
62
Atticus Wealth Management
Florida
$27.1K – – –
NA
63
NewEdge Advisors
Louisiana
$25.1K – – –
RIL
64
Rothschild Investment LLC
Illinois
$20.4K +$20.4K +1,624 New
AA
65
Addison Advisors
Vermont
$16.8K -$28.2K -2,250 -63%
BWM
66
Baystate Wealth Management
Massachusetts
$12.8K +$12.8K +1,018 New
AF
67
Allworth Financial
California
$12.6K – – –
PS
68
Principal Securities
Iowa
$10.7K +$10.7K +850 New
CSC
69
Caldwell Sutter Capital
California
$10.2K – – –
RCG
70
Rock Creek Group
District of Columbia
$7.61K +$201 +20 +3%
PCMC
71
Planning Capital Management Corporation
Pennsylvania
$7.41K +$7.41K +590 New
CHA
72
Carmichael Hill & Associates
Maryland
$7.17K – – –
SWM
73
Spire Wealth Management
Virginia
$4.23K – – –
KFI
74
Key Financial Inc
Pennsylvania
$4.08K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$3.93K -$6.88K -548 -64%
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