Eaton Vance Floating-Rate Income Trust
EFT
70 hedge funds and large institutions have $95M invested in Eaton Vance Floating-Rate Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
0% more funds holding
Funds holding: 70 → 70 (0)
0.91% less ownership
Funds ownership: 27.97% → 27.06% (-0.91%)
3% less capital invested
Capital invested by funds: $97.5M → $95M (-$2.48M)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.66M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$513K |
| 3 |
LPL Financial
San Diego,
California
|
+$465K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$458K |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$3.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.54M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$574K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$405K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$385K |
EFT Hedge Fund Activity: Q2 2024 in Review
70 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q2 2024, worth a combined $95M — down 2.5% from $97.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EFT positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.66M. The largest seller was Marble Harbor Investment Counsel, cutting an estimated $3.6M.
- 70 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $95M of Eaton Vance Floating-Rate Income Trust stock for Q2 2024, down 2.5% quarter-over-quarter.
- 7 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q2 2024 and 4 closed out, a net change of +3 holders.
- The largest Eaton Vance Floating-Rate Income Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.66M added.
- The largest Eaton Vance Floating-Rate Income Trust seller in Q2 2024 was Marble Harbor Investment Counsel, an estimated $3.6M sold.
Based on aggregated 13F filings for Q2 2024.