Eaton Vance Floating-Rate Income Trust
EFT
84 hedge funds and large institutions have $120M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 82 → 84 (+2)
0.76% more ownership
Funds ownership: 36.18% → 36.95% (+0.76%)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
9% less capital invested
Capital invested by funds: $132M → $120M (-$12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.45M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$1.32M |
| 3 |
Cohen & Steers
New York
|
+$1.17M |
| 4 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$1.14M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$832K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$11.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.31M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$489K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$362K |
| 5 |
NCM
Next Capital Management
New York
|
-$248K |
EFT Hedge Fund Activity: Q3 2022 in Review
84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2022, worth a combined $120M — down 9.1% from $132M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EFT positions and 9 closed out — a net gain of 3 holders — while 24 added to existing stakes and 25 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.45M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $11.6M sold.
- 84 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2022, up from 82 in Q2 2022.
- Funds reported $120M of Eaton Vance Floating-Rate Income Trust stock for Q3 2022, down 9.1% quarter-over-quarter.
- 12 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2022 and 9 closed out, a net change of +3 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2022 was Envestnet Asset Management, an estimated $1.45M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2022 was Tredje AP-fonden, an estimated $11.6M sold.
Based on aggregated 13F filings for Q3 2022.