EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

80 hedge funds and large institutions have $111M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
18
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.4M
3
AAM
3
Advisors Asset Management
Colorado
$4.82M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.75M
5
SIA
5
Sit Investment Associates
Minnesota
$844K

Top Sellers

1
KIG
1
Kennedy Investment Group
New Jersey
$0
2
Bank of America
2
Bank of America
North Carolina
$17.1M
3
OCM
3
Oaktree Capital Management
California
$0
4
1CP
4
1607 Capital Partners
Virginia
$0
5
MHIC
5
Marble Harbor Investment Counsel
Massachusetts
$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$3.73K +$3.73K +297 New
GI
77
Gradient Investments
Minnesota
$2.36K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +40 New
LC
79
Lindbrook Capital
California
$188 – – –
CIA
80
Cape Investment Advisory
Georgia
$88 +$88 +7 New
HNB
81
Huntington National Bank
Ohio
$25 -$25 – –
KIG
82
Kennedy Investment Group
New Jersey
– -$5.24M -425,636 Closed
OCM
83
Oaktree Capital Management
California
– -$4.3M -349,427 Closed
1CP
84
1607 Capital Partners
Virginia
– -$3.17M -257,352 Closed
SFS
85
Shaker Financial Services
Virginia
– -$1.22M -99,117 Closed
AA
86
AQR Arbitrage
Connecticut
– -$755K -61,292 Closed
AGAM
87
Audent Global Asset Management
California
– -$536K -43,569 Closed
BA
88
Bard Associates
Illinois
– -$285K -23,125 Closed
PI
89
PFG Investments
New York
– -$207K -16,780 Closed
CL
90
CSS LLC
Illinois
– -$196K -15,918 Closed
Corient Private Wealth
91
Corient Private Wealth
Florida
– -$194K -15,790 Closed
CWM
92
Cornerstone Wealth Management
Missouri
– -$140K -11,408 Closed
AAS
93
Avantax Advisory Services
Texas
– -$134K -10,870 Closed
US Bancorp
94
US Bancorp
Minnesota
– -$40.3K -3,272 Closed
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
– -$8.31K -675 Closed
EWA
96
EverSource Wealth Advisors
Alabama
– -$4.62K -375 Closed
CAL
97
Capital Analysts LLC
Pennsylvania
– -$3K -255 Closed
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