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EFT

Eaton Vance Floating-Rate Income Trust
EFT

80 hedge funds and large institutions have $96.6M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

14% more funds holding

Funds holding: 70 → 80 (+10)

1.68% more ownership

Funds ownership: 27.06% → 28.74% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

2% more capital invested

Capital invested by funds: $95M → $96.6M (+$1.61M)

Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.27M
2
Morgan Stanley
Morgan Stanley
New York
+$767K
3
AAM
Advisors Asset Management
Colorado
+$758K
4
SFS
Shaker Financial Services
Virginia
+$722K
5
Invesco
Invesco
Georgia
+$594K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$957K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$487K
3
CIS
Custom Index Systems
New York
-$246K
4
LPL Financial
LPL Financial
California
-$185K
5
CIA
Capital Investment Advisors
Georgia
-$152K
Name Holding Trade Value Shares
Change 		Change in
Stake
Calamos Advisors
51
Calamos Advisors
Illinois
$151K +$154K +11,714 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$142K -$8.95K -679 -6%
WMG
53
WESCAP Management Group
California
$132K – – –
OCM
54
Orleans Capital Management
Louisiana
$129K +$132K +10,000 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$97.3K – – –
Comerica Bank
56
Comerica Bank
Texas
$94.5K -$4.48K -340 -4%
PA
57
Parallel Advisors
California
$71.8K – – –
MIA
58
MeadowBrook Investment Advisors
Michigan
$67.6K +$10.5K +800 +18%
PTC
59
Private Trust Company
Ohio
$61.8K – – –
NS
60
NBC Securities
Alabama
$58K +$31K +2,350 +107%
AWM
61
Atticus Wealth Management
Florida
$27.8K – – –
NA
62
NewEdge Advisors
Louisiana
$25.8K – – –
AF
63
Allworth Financial
California
$12.9K – – –
WSFS
64
Wilmington Savings Fund Society
Delaware
$12.9K +$13.2K +1,000 New
FCA
65
FinTrust Capital Advisors
South Carolina
$11.4K +$11.7K +884 New
PS
66
Principal Securities
Iowa
$10.9K – – –
CSC
67
Caldwell Sutter Capital
California
$9.66K – – –
Federated Hermes
68
Federated Hermes
Pennsylvania
$7.99K +$8.18K +620 New
RIL
69
Rothschild Investment LLC
Illinois
$7.84K – – –
CHA
70
Carmichael Hill & Associates
Maryland
$7.36K – – –
GC
71
Gould Capital
Washington
$5.01K +$5.13K +389 New
SWM
72
Spire Wealth Management
Virginia
$4.25K – – –
KFI
73
Key Financial Inc
Pennsylvania
$4.19K – – –
AA
74
Addison Advisors
Vermont
$3.09K – – –
IAIM
75
International Assets Investment Management
Florida
$1.94K +$329K +24,981 New
1 2
3
4

EFT Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2024, worth a combined $96.6M — up 1.7% from $95M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EFT positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.27M. The largest seller was Bank of America, cutting an estimated $957K.

  • 80 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2024, up from 70 in Q2 2024.
  • Funds reported $96.6M of Eaton Vance Floating-Rate Income Trust stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2024 and 6 closed out, a net change of +11 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $1.27M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2024 was Bank of America, an estimated $957K sold.

Based on aggregated 13F filings for Q3 2024.