Eaton Vance Floating-Rate Income Trust
EFT
74 hedge funds and large institutions have $199M invested in Eaton Vance Floating-Rate Income Trust in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
40% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 20
9% more funds holding
Funds holding: 68 → 74 (+6)
1.08% more ownership
Funds ownership: 31.76% → 32.85% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $199M → $199M (-$262K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.49M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.36M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$867K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.47M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.74M |
| 3 |
AMH
Apollo Management Holdings
New York
|
-$606K |
| 4 |
SRC
Shufro Rose & Co
New York
|
-$353K |
| 5 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$272K |
EFT Hedge Fund Activity: Q3 2017 in Review
74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2017, worth a combined $199M — down 0.13% from $199M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EFT positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 20 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $3.04M. The largest seller was Morgan Stanley, cutting an estimated $2.47M.
- 74 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2017, up from 68 in Q2 2017.
- Funds reported $199M of Eaton Vance Floating-Rate Income Trust stock for Q3 2017, down 0.13% quarter-over-quarter.
- 10 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2017 and 4 closed out, a net change of +6 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2017 was Geneos Wealth Management, an estimated $3.04M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2017 was Morgan Stanley, an estimated $2.47M sold.
Based on aggregated 13F filings for Q3 2017.