Eaton Vance Floating-Rate Income Trust
EFT
87 hedge funds and large institutions have $191M invested in Eaton Vance Floating-Rate Income Trust in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
5% more funds holding
Funds holding: 83 → 87 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.57% less ownership
Funds ownership: 30.21% → 29.64% (-0.57%)
5% less capital invested
Capital invested by funds: $202M → $191M (-$10.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$966K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$695K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$518K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$414K |
| 5 |
SRC
Shufro Rose & Co
New York
|
+$399K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$2.79M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.5M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.42M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$978K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$650K |
EFT Hedge Fund Activity: Q3 2018 in Review
87 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2018, worth a combined $191M — down 5% from $202M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EFT positions and 4 closed out — a net gain of 4 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $966K. The largest seller was Relative Value Partners Group, cutting an estimated $2.79M.
- 87 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2018, up from 83 in Q2 2018.
- Funds reported $191M of Eaton Vance Floating-Rate Income Trust stock for Q3 2018, down 5% quarter-over-quarter.
- 8 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2018 and 4 closed out, a net change of +4 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2018 was Envestnet Asset Management, an estimated $966K added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2018 was Relative Value Partners Group, an estimated $2.79M sold.
Based on aggregated 13F filings for Q3 2018.