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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Sather Financial Group
Victoria,
Texas
|
+$3.69M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.05M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.75M |
| 4 |
Morgan Stanley
New York
|
+$1.9M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.25M |
| 2 |
Rockefeller Capital Management
New York
|
-$2.05M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.02M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$983K |
| 5 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
-$882K |
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.