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EFT

Eaton Vance Floating-Rate Income Trust
EFT

90 hedge funds and large institutions have $217M invested in Eaton Vance Floating-Rate Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $204M → $217M (+$12.4M)

0.89% more ownership

Funds ownership: 44.97% → 45.86% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 93 → 90 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
7
Increased
25
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OHA
Oak Hill Advisors
New York
+$5.71M
2
N
Nuveen
North Carolina
+$4.18M
3
AFM
Andesa Financial Management
Pennsylvania
+$2.54M
4
Morgan Stanley
Morgan Stanley
New York
+$1.69M
5
RJA
Raymond James & Associates
Florida
+$901K

Top Sellers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
-$3.4M
2
CWM
Circle Wealth Management
New Jersey
-$1.38M
3
Invesco
Invesco
Georgia
-$578K
4
SCM
Saba Capital Management
New York
-$505K
5
Bank of America
Bank of America
North Carolina
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Atticus Wealth Management
Florida
$26K – – –
APA
77
American Portfolios Advisors
New York
$15.1K +$296 +25 +2%
WAM
78
Wolverine Asset Management
Illinois
$13K -$86.2K -7,294 -87%
BAM
79
Barrett Asset Management
New York
$13K – – –
PAM
80
Panagora Asset Management
Massachusetts
$12K – – –
FHA
81
Flagship Harbor Advisors
Massachusetts
$11K – – –
Barclays
82
Barclays
United Kingdom
$9K +$8.09K +684 New
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$8K -$27.2K -2,300 -77%
SPIA
84
Steward Partners Investment Advisory
New York
$7K -$11.8K -1,000 -63%
CCM
85
Covington Capital Management
California
$6K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.91K +500 New
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$4.73K -400 -54%
FCM
88
Firestone Capital Management
Florida
$3K – – –
GI
89
Gradient Investments
Minnesota
$2K – – –
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$478 -$17.3K -1,462 -4%
OCM
91
Oaktree Capital Management
California
– -$3.4M -297,900 Closed
LCM
92
Landscape Capital Management
New Jersey
– -$386K -33,893 Closed
VEA
93
Virtus ETF Advisers
New York
– -$356K -31,246 Closed
Walleye Capital
94
Walleye Capital
New York
– -$186K -16,356 Closed
SPC
95
Sigma Planning Corp
Michigan
– -$137K -12,046 Closed
RJFSA
96
Raymond James Financial Services Advisors
Florida
– -$131K -11,455 Closed
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
– -$124K -10,953 Closed
PAG
98
Private Advisor Group
New Jersey
– -$5K -475 Closed
1 2 3
4

EFT Hedge Fund Activity: Q3 2020 in Review

90 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2020, worth a combined $217M — up 6.1% from $204M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EFT and 7 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 25 added.

The largest buyer was Oak Hill Advisors, adding an estimated $5.71M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $3.4M sold.

  • 90 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2020, down from 93 in Q2 2020.
  • Funds reported $217M of Eaton Vance Floating-Rate Income Trust stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2020 and 8 closed out, a net change of -1 holder.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2020 was Oak Hill Advisors, an estimated $5.71M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2020 was Oaktree Capital Management, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2020.