Eaton Vance Floating-Rate Income Trust
EFT
70 hedge funds and large institutions have $97.5M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 18 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
2.45% less ownership
Funds ownership: 30.43% → 27.97% (-2.5%)
12% less capital invested
Capital invested by funds: $111M → $97.5M (-$13.7M)
13% less funds holding
Funds holding: 80 → 70 (-10)
50% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$973K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$626K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$604K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$590K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.54M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.17M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.17M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$1.14M |
EFT Hedge Fund Activity: Q1 2024 in Review
70 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q1 2024, worth a combined $97.5M — down 12% from $111M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EFT and 9 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 18 added.
The largest buyer was Osaic Holdings, adding an estimated $973K. The largest seller was Morgan Stanley, cutting an estimated $13.9M.
- 70 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q1 2024, down from 80 in Q4 2023.
- Funds reported $97.5M of Eaton Vance Floating-Rate Income Trust stock for Q1 2024, down 12% quarter-over-quarter.
- 9 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q1 2024 and 18 closed out, a net change of -9 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q1 2024 was Osaic Holdings, an estimated $973K added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2024.