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EFT

Eaton Vance Floating-Rate Income Trust
EFT

91 hedge funds and large institutions have $129M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

8% more funds holding

Funds holding: 84 → 91 (+7)

8% more capital invested

Capital invested by funds: $120M → $129M (+$9.27M)

3.63% more ownership

Funds ownership: 36.95% → 40.58% (+3.6%)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFG
Sather Financial Group
Texas
+$3.69M
2
1CP
1607 Capital Partners
Virginia
+$3.05M
3
RCM
Rivernorth Capital Management
Florida
+$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$1.9M
5
SIA
Sit Investment Associates
Minnesota
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.25M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.05M
3
GC
Guggenheim Capital
Illinois
-$1.02M
4
RJA
Raymond James & Associates
Florida
-$983K
5
CWM
Circle Wealth Management
New Jersey
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$30K +$30.5K +2,705 New
BAM
77
Belpointe Asset Management
Nevada
$29.1K +$29.6K +2,624 New
AWM
78
Atticus Wealth Management
Florida
$24K – – –
RBC
79
Roble Belko & Company
Pennsylvania
$20K – – –
CSC
80
Caldwell Sutter Capital
California
$9.01K +$9.17K +812 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$7.49K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$6K +$124 +11 +2%
EWA
83
EverSource Wealth Advisors
Alabama
$4.16K +$4.24K +375 New
SWM
84
Spire Wealth Management
Virginia
$4K – – –
KFI
85
Key Financial Inc
Pennsylvania
$3.69K – – –
CS
86
Comerica Securities
Michigan
$2.23K +$2.26K +200 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$2.22K – – –
GI
88
Gradient Investments
Minnesota
$2.08K – – –
LC
89
Lindbrook Capital
California
$166 – – –
CA
90
CoreCap Advisors
Michigan
$130 +$124 +11 New
NA
91
NewEdge Advisors
Louisiana
$76 +$77.1K +6,827 New
HNB
92
Huntington National Bank
Ohio
$22 – – –
OFG
93
OTA Financial Group
New York
– -$222K -19,557 Closed
PAG
94
Private Advisor Group
New Jersey
– -$176K -15,488 Closed
LPIC
95
LeJeune Puetz Investment Counsel
Michigan
– -$165K -14,500 Closed
RJTCONH
96
Raymond James Trust Company of New Hampshire
New Hampshire
– -$131K -11,518 Closed
WANY
97
Wealthspire Advisors (New York)
New York
– -$122K -10,754 Closed
AWM
98
AE Wealth Management
Kansas
– -$118K -10,395 Closed
FHA
99
First Horizon Advisors
Tennessee
– -$31K -2,805 Closed
MA
100
Montag & Associates
Georgia
– -$26K -2,309 Closed
1 2 3
4
5

EFT Hedge Fund Activity: Q4 2022 in Review

91 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q4 2022, worth a combined $129M — up 7.8% from $120M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EFT positions and 9 closed out — a net gain of 10 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was Sather Financial Group, opening a new position worth an estimated $3.69M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.25M.

  • 91 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q4 2022, up from 84 in Q3 2022.
  • Funds reported $129M of Eaton Vance Floating-Rate Income Trust stock for Q4 2022, up 7.8% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q4 2022 and 9 closed out, a net change of +10 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q4 2022 was Sather Financial Group, an estimated $3.69M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2022.