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EFT

Eaton Vance Floating-Rate Income Trust
EFT

70 hedge funds and large institutions have $95M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

0% more funds holding

Funds holding: 70 → 70 (0)

0.91% less ownership

Funds ownership: 27.97% → 27.06% (-0.91%)

3% less capital invested

Capital invested by funds: $97.5M → $95M (-$2.48M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.66M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$513K
3
LPL Financial
LPL Financial
California
+$465K
4
Ameriprise
Ameriprise
Minnesota
+$458K
5
CL
Choreo LLC
Illinois
+$407K

Top Sellers

Rank Fund Capital Flow
1
MHIC
Marble Harbor Investment Counsel
Massachusetts
-$3.6M
2
RJA
Raymond James & Associates
Florida
-$1.54M
3
AAM
Advisors Asset Management
Colorado
-$574K
4
Invesco
Invesco
Georgia
-$405K
5
Wells Fargo
Wells Fargo
California
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
51
Private Trust Company
Ohio
$64.4K – – –
KAS
52
Kestra Advisory Services
Texas
$63.9K +$148K +11,036 New
MIA
53
MeadowBrook Investment Advisors
Michigan
$59.7K -$938 -70 -2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$39.8K +$39.7K +2,965 New
NS
55
NBC Securities
Alabama
$29K +$29.5K +2,200 New
AWM
56
Atticus Wealth Management
Florida
$29K – – –
NA
57
NewEdge Advisors
Louisiana
$26.8K – – –
AF
58
Allworth Financial
California
$13.6K – – –
PS
59
Principal Securities
Iowa
$11.4K – – –
CSC
60
Caldwell Sutter Capital
California
$10.1K -$831 -62 -8%
RIL
61
Rothschild Investment LLC
Illinois
$8.17K – – –
CHA
62
Carmichael Hill & Associates
Maryland
$7.66K – – –
SWM
63
Spire Wealth Management
Virginia
$4.43K – – –
KFI
64
Key Financial Inc
Pennsylvania
$4.36K – – –
AA
65
Addison Advisors
Vermont
$3.22K -$14.7K -1,100 -82%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$416 – – –
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$225 +$228 +17 New
LC
69
Lindbrook Capital
California
$201 – – –
HNB
70
Huntington National Bank
Ohio
$27 – – –
TRCT
71
Tower Research Capital (TRC)
New York
$13 -$6.69K -499 -100%
PCM
72
Parsons Capital Management
Rhode Island
– -$352K -26,445 Closed
Jane Street
73
Jane Street
New York
– -$239K -17,966 Closed
SPC
74
Sigma Planning Corp
Michigan
– -$137K -10,310 Closed
CA
75
CoreCap Advisors
Michigan
– -$119K -8,913 Closed
1 2
3

EFT Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2024, worth a combined $95M — down 2.5% from $97.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EFT positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.66M. The largest seller was Marble Harbor Investment Counsel, cutting an estimated $3.6M.

  • 70 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $95M of Eaton Vance Floating-Rate Income Trust stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.66M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2024 was Marble Harbor Investment Counsel, an estimated $3.6M sold.

Based on aggregated 13F filings for Q2 2024.