Eaton Vance Floating-Rate Income Trust
EFT
89 hedge funds and large institutions have $119M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.98% less ownership
Funds ownership: 38.02% → 35.05% (-3%)
6% less capital invested
Capital invested by funds: $126M → $119M (-$7.54M)
6% less funds holding
Funds holding: 95 → 89 (-6)
46% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 37
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$779K |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$519K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$449K |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$240K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
-$4.19M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.56M |
| 3 |
SFG
Sather Financial Group
Victoria,
Texas
|
-$977K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$840K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$614K |
EFT Hedge Fund Activity: Q2 2023 in Review
89 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2023, worth a combined $119M — down 6% from $126M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EFT and 4 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 20 added.
The largest buyer was Advisors Asset Management, adding an estimated $779K. The largest seller was Rock Creek Group, cutting an estimated $4.19M.
- 89 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2023, down from 95 in Q1 2023.
- Funds reported $119M of Eaton Vance Floating-Rate Income Trust stock for Q2 2023, down 6% quarter-over-quarter.
- 4 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2023 and 10 closed out, a net change of -6 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2023 was Advisors Asset Management, an estimated $779K added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2023 was Rock Creek Group, an estimated $4.19M sold.
Based on aggregated 13F filings for Q2 2023.