EVLN

Eaton Vance Floating-rate

-$41.7M

Net Activity

Institutions Holding

48

Popularity Rank

#6101

Avg Weight

0.71%

Total Value

$1.2B

Ownership Trend

48 institutions currently hold EVLN, with 26 net buyers and 27 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

27

Net Buying Institutions

26

Key Holders

Key Holders

Top 5 by Value

TP
Texas Permanent School Fund CORP
$723.1M
MS
Morgan Stanley
$306.0M
AF
Ameriprise Financial INC
$29.1M
AF
Allworth Financial LP
$26.5M
LF
LPL Financial LLC
$19.3M

Top 5 by Conviction

TP
Texas Permanent School Fund CORP
26.81%
EI
Eldridge Investment Advisors, Inc.
1.90%
FF
Founders Financial Alliance, LLC
0.99%
SW
Spartan Wealth Advisory Services LLC
0.87%
QF
QTR Family Wealth, LLC
0.78%
View all 48 holding institutions

Quarterly Activity

Recent Activity

+$101.5M

Total Buy Value

$389.7M

Total Sell Value

New buy9
Trim18
Add17
Sold out9

26

Net Buyers

27

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding EATON VANCE FLOATING-RATE (EVLN)?
Major stakeholders currently include Texas Permanent School Fund CORP ($723.1M), Morgan Stanley ($306.0M), Ameriprise Financial INC ($29.1M). Based on the latest 13F filings, there are a total of 48 tracked investment funds and institutions maintaining positions in EVLN.
What is the overall institutional sentiment toward EVLN recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $41.7M, driven by 26 managers accumulating shares while 27 reduced their exposure.
Which institutions have been selling or reducing their EVLN positions?
In the latest period, 18 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $389.7M.
Are there any notable investors adding EVLN to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $101.5M.

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