EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

80 hedge funds and large institutions have $111M invested in Eaton Vance Floating-Rate Income Trust in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
18
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.4M
3
AAM
3
Advisors Asset Management
Colorado
$4.82M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.75M
5
SIA
5
Sit Investment Associates
Minnesota
$844K

Top Sellers

1
KIG
1
Kennedy Investment Group
New Jersey
$0
2
Bank of America
2
Bank of America
North Carolina
$17.1M
3
OCM
3
Oaktree Capital Management
California
$0
4
1CP
4
1607 Capital Partners
Virginia
$0
5
MHIC
5
Marble Harbor Investment Counsel
Massachusetts
$4.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.3M 2,333,510 +1,069,555 +85%
Bank of America
2
Bank of America
North Carolina
$17.1M 1,358,608 -379,725 -22%
RJA
3
Raymond James & Associates
Florida
$9.34M 744,430 +17,895 +2%
GC
4
Guggenheim Capital
Illinois
$6.37M 507,231 -19,502 -4%
Invesco
5
Invesco
Georgia
$5.93M 472,797 -9,257 -2%
MHIC
6
Marble Harbor Investment Counsel
Massachusetts
$4.89M 389,298 -229,040 -37%
AAM
7
Advisors Asset Management
Colorado
$4.82M 383,718 +94,354 +33%
UBS Group
8
UBS Group
Switzerland
$2.5M 199,451 -34,775 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.43M 193,543 -28,436 -13%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.4M 191,021 +112,832 +144%
AWM
11
Apollon Wealth Management
South Carolina
$1.87M 148,908 +15,473 +12%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$1.75M 139,639 +54,186 +63%
RFC
13
Regions Financial Corp
Alabama
$1.69M 135,000 +25,000 +23%
LPL Financial
14
LPL Financial
California
$1.66M 132,024 +6,491 +5%
GA
15
GraniteShares Advisors
New York
$1.47M 117,123 -13,248 -10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.35M 107,914 -8,885 -8%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$1.24M 98,906 +19,186 +24%
Cohen & Steers
18
Cohen & Steers
New York
$1.21M 96,240 -102,256 -52%
PAS
19
Park Avenue Securities
New York
$1.14M 91,043 +3,163 +4%
Wells Fargo
20
Wells Fargo
California
$1.1M 87,650 +20,795 +31%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.02M 81,185 -6,333 -7%
GAMC
22
Garner Asset Management Corp
Texas
$889K 66,757 -3,612 -5%
SIA
23
Sit Investment Associates
Minnesota
$844K 67,268 +33,225 +98%
NCM
24
Next Capital Management
New York
$612K 48,759 -44,460 -48%
HSA
25
HBK Sorce Advisory
Pennsylvania
$527K 41,980 -13,692 -25%
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