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EFT

Eaton Vance Floating-Rate Income Trust
EFT

82 hedge funds and large institutions have $132M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

4.99% more ownership

Funds ownership: 31.19% → 36.18% (+5%)

1% more capital invested

Capital invested by funds: $130M → $132M (+$1.67M)

0% more funds holding

Funds holding: 82 → 82 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCG
Rock Creek Group
District of Columbia
+$15.5M
2
OCM
Oaktree Capital Management
California
+$3.16M
3
Bank of America
Bank of America
North Carolina
+$3.02M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.12M
5
NCM
Next Capital Management
New York
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.43M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.17M
3
Morgan Stanley
Morgan Stanley
New York
-$1.93M
4
WAM
Wolverine Asset Management
Illinois
-$496K
5
OFG
OTA Financial Group
New York
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.6K +530 New
KFI
77
Key Financial Inc
Pennsylvania
$4K – – –
SWM
78
Spire Wealth Management
Virginia
$4K – – –
HI
79
Hudock Inc
Pennsylvania
$3K – – –
GI
80
Gradient Investments
Minnesota
$2K – – –
LC
81
Lindbrook Capital
California
$1K +$1.13K +91 +607%
OFG
82
OTA Financial Group
New York
– -$386K -29,221 Closed
PAG
83
Private Advisor Group
New Jersey
– -$343K -25,888 Closed
BCM
84
Bluefin Capital Management
New York
– -$291K -21,995 Closed
AFM
85
Andesa Financial Management
Pennsylvania
– -$275K -20,800 Closed
Millennium Management
86
Millennium Management
New York
– -$203K -15,360 Closed
Barclays
87
Barclays
United Kingdom
– -$189K -13,352 Closed
VF
88
Virtu Financial
New York
– -$145K -10,940 Closed
HF
89
HRT Financial
New York
– -$134K -10,150 Closed
SCA
90
Sandy Cove Advisors
Massachusetts
– -$9K -693 Closed
CA
91
CoreCap Advisors
Michigan
– +$137 +11 New
1 2 3
4

EFT Hedge Fund Activity: Q2 2022 in Review

82 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2022, worth a combined $132M — up 1.3% from $130M a quarter earlier.

Fund positioning in EFT was balanced in Q2 2022: 9 funds opened new positions, 9 closed out, 32 added to existing stakes and 20 trimmed.

The largest buyer was Rock Creek Group, adding an estimated $15.5M. The largest seller was Envestnet Asset Management, cutting an estimated $2.43M.

  • 82 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $132M of Eaton Vance Floating-Rate Income Trust stock for Q2 2022, up 1.3% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2022 and 9 closed out, a net change of 0 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2022 was Rock Creek Group, an estimated $15.5M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2022 was Envestnet Asset Management, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2022.