Eaton Vance Floating-Rate Income Plus Fund (EFF)

FINANCE: GENERAL FINANCE
SIC: INVESTMENT ADVICE

TWO INTERNATIONAL PLACE BOSTON, MA 02110

Eatonm Vance Floating-Rate Income Plus Fund's investment objective is total return, with an emphasis on income. The fund provides broad exposure to the floating-rate loan market, providing diversified exposure to the asset class. Potential for enhanced exposure through off-benchmark investments across a spectrum of fixed income sectors. Potential for low correlation to traditional equity and fixed income markets, providing important diversification benefits for investor portfolios. Low duration may help reduce interest-rate risk and lower portfolio volatility.

Data as of 2021-07-03 17:01:07 -0400
Market Cap124.213 Million Shares Outstanding7.606 Million Avg 30-day Volume35.91 Thousand
P/E Ratio Dividend Yield4.382 EPS
Price/Sales Debt to Equity EBITDA
Price to Book Value0.0 Forward PE Enterprise Value
Total Cash Current Debt Gross Profit
BETA0.21253 52-week High/Low16.49 / 12.83 Next Earnings Date Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from EFF instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 1 1 0.0% 1 (0.06%) 1 (0.06%) 0.0%
Funds Holding: 35 33 6.06% 14 (0.82%) 16 (0.93%) -12.5%
13F shares: 4.725 Million 4.659 Million 1.43% 3.412 Million 4.017 Million -15.06%
% Ownership 62.1241 61.2478 1.43% 44.8613 52.8129 -15.06%
New Positions: 7 7 0.0% 2 6 -66.67%
Increased Positions 10 5 100.0% 4 3 33.33%
Closed Positions 4 4 0.0% 3 2 50.0%
Reduced Positions 14 15 -6.67% 8 4 100.0%
Total Calls
Total Puts
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding EFF (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding EFF BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

HYLTON LAURIE G CHIEF FINANCIAL OFFICER

  • Officer
No longer subject to file 2021-03-19 1

SABA CAPITAL MANAGEMENT, L.P.

WEINSTEIN BOAZ

  • 10% Owner
1,338,141 2021-02-17 1

WALSH DEIDRE E VICE PRESIDENT

  • Officer
0 2021-01-01 1

STEIN ERIC PRESIDENT

  • Officer
0 2020-11-01 1

SWAFFIELD PAYSON F

  • CHIEF INVESTMENT OFFICER
No longer subject to file 2020-10-31 1

BORISH PETER F

  • TRUSTEE
No longer subject to file 2020-10-30 1

FAUST THOMAS E JR

  • TRUSTEE
No longer subject to file 2020-04-21 0

FROST CYNTHIA

  • TRUSTEE
No longer subject to file 2020-04-21 0

WENNERHOLM SCOTT E

  • TRUSTEE
No longer subject to file 2020-04-21 0

BASILE DAVID C

  • TRUSTEE
0 2020-04-21 0

CLARVIT CHARLES I

  • TRUSTEE
0 2020-04-21 0

PAGE SCOTT H PRESIDENT

  • Officer
No longer subject to file 2019-11-01 0

GAFFNEY KATHLEEN

  • PORTFOLIO MANAGER
No longer subject to file 2019-06-24 0

SVEEN ANDREW

  • PORTFOLIO MANAGER
4,350 2019-03-01 0

MCELANEY DANIEL

  • PORTFOLIO MANAGER
0 2019-03-01 0

MCDERMOTT CATHERINE

  • PORTFOLIO MANAGER
0 2019-03-01 0

HOLT WILLIAM E

  • PORTFOLIO MANAGER
0 2019-03-01 0

TAGGART HARRIETT TEE

  • TRUSTEE
No longer subject to file 2018-12-31 0

SMITH MARCUS L.

  • TRUSTEE
0 2018-10-01 0

QUINTON KEITH

  • TRUSTEE
0 2018-10-01 0

FROIO RICHARD F SR CHIEF COMPLIANCE OFFICER

  • Officer
0 2018-03-06 0

ESTON SCOTT

  • TRUSTEE
No longer subject to file 2017-09-29 0

VERNI RALPH F

  • TRUSTEE
No longer subject to file 2017-06-30 0

CITIGROUP INC

  • 10% Owner
No longer subject to file 2016-09-30 0

BARCLAYS PLC

  • 10% Owner
190 2016-09-30 0

FETTING MARK R

  • TRUSTEE
0 2016-09-01 0

RUSS CRAIG P

  • PORTFOLIO MANAGER
0 2016-06-22 0

PEARLMAN RONALD A

  • TRUSTEE
No longer subject to file 2015-07-01 0

SUTHERLAND SUSAN J

  • TRUSTEE
0 2015-05-01 0

GORMAN GEORGE J.

  • TRUSTEE
0 2014-05-29 0

STOUT LYNN A

  • TRUSTEE
No longer subject to file 2014-03-31 0

MOSLEY VALERIE

  • TRUSTEE
0 2014-01-02 0

ESTY BENJAMIN

  • TRUSTEE
No longer subject to file 2014-01-01 0

KIRCHNER JAMES F TREASURER

  • Officer
0 2013-06-25 0

PETERS FRAME HELEN

  • TRUSTEE
0 2013-06-25 0

PARK WILLIAM H

  • TRUSTEE
0 2013-06-25 0

GEMMA MAUREEN A. VICE PRESIDENT

  • Officer
0 2013-06-25 0

FREEDMAN ALLEN

  • TRUSTEE
0 2013-06-25 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
No current insider transactions

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 22:15:03 UTC -44.1487 44.2287 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 21:45:03 UTC -44.1487 44.2287 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 21:15:03 UTC -44.1487 44.2287 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 20:45:03 UTC -43.8858 43.9658 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 20:15:04 UTC -43.8858 43.9658 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 19:45:03 UTC -43.8858 43.9658 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 19:15:03 UTC -43.8858 43.9658 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 18:45:03 UTC -43.8858 43.9658 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 18:15:02 UTC -43.8858 43.9658 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 17:45:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 17:15:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 16:45:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 16:15:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 15:45:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 15:15:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 14:45:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 14:15:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 13:45:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 13:15:03 UTC -44.0805 44.1205 300000
EATON VANCE FLOATING-RATE IN EFF 2021-06-18 12:45:03 UTC -44.0805 44.1205 300000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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