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EFT

Eaton Vance Floating-Rate Income Trust
EFT

97 hedge funds and large institutions have $181M invested in Eaton Vance Floating-Rate Income Trust in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

5% more capital invested

Capital invested by funds: $172M → $181M (+$9.08M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.08% more ownership

Funds ownership: 33.66% → 33.75% (+0.08%)

0% more funds holding

Funds holding: 97 → 97 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
33
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$7.1M
2
LC
Lindbrook Capital
California
+$5.15M
3
CWM
Circle Wealth Management
New Jersey
+$1.09M
4
EVM
Eaton Vance Management
Massachusetts
+$635K
5
CRC
Curi RMB Capital
Illinois
+$565K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.09M
2
O
OppenheimerFunds
New York
-$5.06M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$947K
4
SCM
Saba Capital Management
New York
-$864K
5
PPA
Parametric Portfolio Associates
Washington
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
76
Pinnacle Financial Partners (Tennessee)
Tennessee
$50K +$50.8K +3,800 New
BWL
77
Bogart Wealth LLC
Virginia
$40K +$19.7K +1,470 +91%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$39K – – –
WEC
79
Winslow Evans & Crocker
Massachusetts
$30K – – –
APA
80
American Portfolios Advisors
New York
$28.6K +$5.83K +436 +25%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$161 +12 +0.7%
FHB
82
First Hawaiian Bank
Hawaii
$17K – – –
BAM
83
Barrett Asset Management
New York
$15K – – –
CFGS
84
Concourse Financial Group Securities
Alabama
$13K -$240K -17,938 -95%
FHA
85
Flagship Harbor Advisors
Massachusetts
$13K -$1.81K -135 -12%
RIA
86
Realta Investment Advisors
Delaware
$13K +$13.4K +1,000 New
GI
87
Gradient Investments
Minnesota
$10K -$4.01K -300 -28%
QCIG
88
Quad-Cities Investment Group
Iowa
$10K – – –
EFSCE
89
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$9.97K +745 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$9K – – –
WCM
91
WealthBridge Capital Management
Ohio
$9K +$9.37K +700 New
RCAG
92
Rehmann Capital Advisory Group
Michigan
$8.04K – – –
AF
93
Advisornet Financial
Minnesota
$8K – – –
CCM
94
Covington Capital Management
California
$7K – – –
TA
95
TCG Advisors
Texas
$1K +$1.41K +105 New
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$399 +$2.46K +184 +0.6%
KFS
97
Kelly Financial Services
Massachusetts
$132 +$134 +10 New
O
98
OppenheimerFunds
New York
– -$5.06M -400,000 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$947K -74,801 Closed
PPA
100
Parametric Portfolio Associates
Washington
– -$782K -61,757 Closed
1 2 3
4
5

EFT Hedge Fund Activity: Q1 2019 in Review

97 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2019, worth a combined $181M — up 5.3% from $172M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EFT positions and 14 closed out — a net gain of 1 holder — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.1M. The largest seller was JP Morgan Chase, cutting an estimated $5.09M.

  • 97 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $181M of Eaton Vance Floating-Rate Income Trust stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2019 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2019 was Rivernorth Capital Management, an estimated $7.1M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2019 was JP Morgan Chase, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2019.