Eaton Vance Floating-Rate Income Trust
EFT
68 hedge funds and large institutions have $199M invested in Eaton Vance Floating-Rate Income Trust in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6% more capital invested
Capital invested by funds: $188M → $199M (+$11M)
1.83% more ownership
Funds ownership: 29.93% → 31.76% (+1.8%)
0% more funds holding
Funds holding: 68 → 68 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.88M |
| 2 |
IC
Intersect Capital
San Ramon,
California
|
+$5.43M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$698K |
| 4 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
+$565K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.13M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.02M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$828K |
| 4 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$310K |
| 5 |
RWA
RGT Wealth Advisors
Dallas,
Texas
|
-$203K |
EFT Hedge Fund Activity: Q2 2017 in Review
68 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2017, worth a combined $199M — up 5.8% from $188M a quarter earlier.
Fund positioning in EFT was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 23 trimmed.
The largest buyer was Invesco, adding an estimated $5.88M. The largest seller was Guggenheim Capital, cutting an estimated $1.13M.
- 68 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $199M of Eaton Vance Floating-Rate Income Trust stock for Q2 2017, up 5.8% quarter-over-quarter.
- 5 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2017 and 5 closed out, a net change of 0 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2017 was Invesco, an estimated $5.88M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2017 was Guggenheim Capital, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2017.