Eaton Vance Floating-Rate Income Trust
EFT
82 hedge funds and large institutions have $130M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
9% more funds holding
Funds holding: 75 → 82 (+7)
7% more capital invested
Capital invested by funds: $121M → $130M (+$8.62M)
2.96% more ownership
Funds ownership: 28.23% → 31.19% (+3%)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.81M |
| 2 |
Morgan Stanley
New York
|
+$2.76M |
| 3 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
+$1.81M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.78M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.32M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.04M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$557K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$337K |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$259K |
EFT Hedge Fund Activity: Q1 2022 in Review
82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2022, worth a combined $130M — up 7.1% from $121M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EFT positions and 10 closed out — a net gain of 8 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $2.81M. The largest seller was Osaic Holdings, cutting an estimated $2.7M.
- 82 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2022, up from 75 in Q4 2021.
- Funds reported $130M of Eaton Vance Floating-Rate Income Trust stock for Q1 2022, up 7.1% quarter-over-quarter.
- 18 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2022 and 10 closed out, a net change of +8 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2022 was Bank of America, an estimated $2.81M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2022 was Osaic Holdings, an estimated $2.7M sold.
Based on aggregated 13F filings for Q1 2022.