Eaton Vance Floating-Rate Income Trust
EFT
95 hedge funds and large institutions have $126M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
4% more funds holding
Funds holding: 91 → 95 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $129M → $126M (-$2.88M)
2.56% less ownership
Funds ownership: 40.58% → 38.02% (-2.6%)
28% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.63M |
| 2 |
GA
GraniteShares Advisors
New York
|
+$1.48M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.11M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$700K |
| 5 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
+$661K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
-$9.03M |
| 2 |
SFG
Sather Financial Group
Victoria,
Texas
|
-$2.82M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$811K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$700K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$689K |
EFT Hedge Fund Activity: Q1 2023 in Review
95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2023, worth a combined $126M — down 2.2% from $129M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EFT positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $1.63M. The largest seller was Rock Creek Group, cutting an estimated $9.03M.
- 95 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2023, up from 91 in Q4 2022.
- Funds reported $126M of Eaton Vance Floating-Rate Income Trust stock for Q1 2023, down 2.2% quarter-over-quarter.
- 12 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2023 and 7 closed out, a net change of +5 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2023 was Bank of America, an estimated $1.63M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2023 was Rock Creek Group, an estimated $9.03M sold.
Based on aggregated 13F filings for Q1 2023.