Eaton Vance Floating-Rate Income Trust
EFT
82 hedge funds and large institutions have $119M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 10 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 24
0% more capital invested
Capital invested by funds: $119M → $119M (+$369K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.82% less ownership
Funds ownership: 35.05% → 33.23% (-1.8%)
8% less funds holding
Funds holding: 89 → 82 (-7)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGAM
Audent Global Asset Management
West Hollywood,
California
|
+$527K |
| 2 |
Cohen & Steers
New York
|
+$302K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$273K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$255K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
-$3.46M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$923K |
| 3 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$842K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$640K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$550K |
EFT Hedge Fund Activity: Q3 2023 in Review
82 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q3 2023, worth a combined $119M — up 0.31% from $119M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EFT and 4 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 25 added.
The largest buyer was Audent Global Asset Management, opening a new position worth an estimated $527K. The largest seller was Rock Creek Group, cutting an estimated $3.46M.
- 82 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q3 2023, down from 89 in Q2 2023.
- Funds reported $119M of Eaton Vance Floating-Rate Income Trust stock for Q3 2023, up 0.31% quarter-over-quarter.
- 4 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q3 2023 and 10 closed out, a net change of -6 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q3 2023 was Audent Global Asset Management, an estimated $527K added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q3 2023 was Rock Creek Group, an estimated $3.46M sold.
Based on aggregated 13F filings for Q3 2023.