Eaton Vance Floating-Rate Income Trust
EFT
74 hedge funds and large institutions have $1.26B invested in Eaton Vance Floating-Rate Income Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 12 closing their positions.
1,203% more capital invested
Capital invested by funds: $96.6M → $1.26B (+$1.16B)
0.23% more ownership
Funds ownership: 28.74% → 28.97% (+0.23%)
8% less funds holding
Funds holding: 80 → 74 (-6)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
50% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$1.58M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.49M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$600K |
| 5 |
JIC
Joel Isaacson & Co
New York
|
+$544K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
GraniteShares Advisors
New York
|
-$2.36M |
| 2 |
Morgan Stanley
New York
|
-$958K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$411K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$363K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$323K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
76
GraniteShares Advisors
New York
| – | -$2.36M | -183,069 | Closed |
|
|
WAM
77
Wolverine Asset Management
Chicago,
Illinois
| – | -$363K | -28,214 | Closed |
|
|
WA
78
Waverly Advisors
Birmingham,
Alabama
| – | -$323K | -25,070 | Closed |
|
|
IAIM
79
International Assets Investment Management
Orlando,
Florida
| – | -$1.94K | -24,981 | Closed |
|
80
Walleye Capital
New York
| – | -$276K | -21,407 | Closed |
|
|
SRC
81
Shufro Rose & Co
New York
| – | -$201K | -14,980 | Closed |
|
|
LCM
82
Landscape Capital Management
Englewood,
New Jersey
| – | -$178K | -13,784 | Closed |
|
|
AAMC
83
Asset Allocation & Management Company
Chicago,
Illinois
| – | -$167K | -13,000 | Closed |
|
84
Calamos Advisors
Naperville,
Illinois
| – | -$151K | -11,714 | Closed |
|
85
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$7.99K | -620 | Closed |
|
|
SPIA
86
Steward Partners Investment Advisory
New York
| – | -$399 | -31 | Closed |
|
87
Fidelity Investments
Boston,
Massachusetts
| – | -$13 | -1 | Closed |
|
EFT Hedge Fund Activity: Q4 2024 in Review
74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q4 2024, worth a combined $1.26B — up 1,203% from $96.6M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EFT and 10 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 13 added.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $1.58M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $2.36M sold.
- 74 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q4 2024, down from 80 in Q3 2024.
- Funds reported $1.26B of Eaton Vance Floating-Rate Income Trust stock for Q4 2024, up 1,203% quarter-over-quarter.
- 10 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q4 2024 and 12 closed out, a net change of -2 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q4 2024 was MAI Capital Management, an estimated $1.58M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q4 2024 was GraniteShares Advisors, an estimated $2.36M sold.
Based on aggregated 13F filings for Q4 2024.