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EFT

Eaton Vance Floating-Rate Income Trust

74 hedge funds and large institutions have $1.26B invested in Eaton Vance Floating-Rate Income Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,203% more capital invested

Capital invested by funds: $96.6M → $1.26B (+$1.16B)

0.23% more ownership

Funds ownership: 28.74%28.97% (+0.23%)

8% less funds holding

Funds holding: 8074 (-6)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 26

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.16B -$40K -3,029 -3%
Morgan Stanley
2
Morgan Stanley
New York
$17.7M -$958K -72,529 -5%
Bank of America
3
Bank of America
North Carolina
$17.1M -$204K -15,463 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$8.33M +$8.57M +649,105 New
GC
5
Guggenheim Capital
Illinois
$7.75M +$600K +45,394 +8%
AAM
6
Advisors Asset Management
Colorado
$6.38M +$1M +76,050 +18%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.29M +$1.49M +113,034 +38%
Invesco
8
Invesco
Georgia
$5.07M -$36K -2,725 -0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.93M -$209K -15,820 -6%
LPL Financial
10
LPL Financial
California
$2.12M +$74.4K +5,631 +4%
UBS Group
11
UBS Group
Switzerland
$1.96M -$411K -31,129 -17%
RFC
12
Regions Financial Corp
Alabama
$1.86M +$132K +10,000 +7%
AWM
13
Apollon Wealth Management
South Carolina
$1.71M -$66.5K -5,038 -4%
MCM
14
MAI Capital Management
Ohio
$1.53M +$1.58M +119,385 New
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$1.45M -$164K -12,444 -10%
Cohen & Steers
16
Cohen & Steers
New York
$1.12M -$185K -14,000 -14%
MHIC
17
Marble Harbor Investment Counsel
Massachusetts
$1.09M
GAMC
18
Garner Asset Management Corp
Texas
$907K +$66 +5 +0%
Ameriprise
19
Ameriprise
Minnesota
$899K +$82.8K +6,269 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$771K -$30.8K -2,331 -4%
Wells Fargo
21
Wells Fargo
California
$767K +$31.8K +2,410 +4%
VEA
22
Virtus ETF Advisers
New York
$707K +$66.9K +5,064 +10%
Lido Advisors
23
Lido Advisors
California
$582K
Stifel Financial
24
Stifel Financial
Missouri
$545K -$157K -11,869 -22%
JIC
25
Joel Isaacson & Co
New York
$528K +$544K +41,152 New

EFT Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate Income Trust (EFT) for Q4 2024, worth a combined $1.26B — up 1,203% from $96.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EFT and 10 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 13 added.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $1.58M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $2.36M sold.

  • 74 institutional investors held Eaton Vance Floating-Rate Income Trust (EFT) as of Q4 2024, down from 80 in Q3 2024.
  • Funds reported $1.26B of Eaton Vance Floating-Rate Income Trust stock for Q4 2024, up 1,203% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Floating-Rate Income Trust positions in Q4 2024 and 12 closed out, a net change of -2 holders.
  • The largest Eaton Vance Floating-Rate Income Trust buyer in Q4 2024 was MAI Capital Management, an estimated $1.58M added.
  • The largest Eaton Vance Floating-Rate Income Trust seller in Q4 2024 was GraniteShares Advisors, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2024.