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EFR

Eaton Vance Senior Floating-Rate Fund

97 hedge funds and large institutions have $117M invested in Eaton Vance Senior Floating-Rate Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9697 (+1)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.18% more ownership

Funds ownership: 37.53%37.71% (+0.18%)

5% less capital invested

Capital invested by funds: $123M → $117M (-$5.99M)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
31
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$16.7M +$1.67M +154,092 +11%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$9.29M -$3.47M -319,350 -27%
Ameriprise
3
Ameriprise
Minnesota
$5.94M +$1.56M +143,173 +34%
AAM
4
Advisors Asset Management
Colorado
$5.94M +$111K +10,232 +2%
Invesco
5
Invesco
Georgia
$5.91M -$143K -13,150 -2%
LSC
6
Logan Stone Capital
Illinois
$5.7M +$156K +14,346 +3%
Morgan Stanley
7
Morgan Stanley
New York
$5.26M -$4.99M -459,231 -48%
Bank of America
8
Bank of America
North Carolina
$5.08M +$415K +38,244 +9%
GC
9
Guggenheim Capital
Illinois
$4.46M -$463K -42,610 -9%
Cohen & Steers
10
Cohen & Steers
New York
$3.72M +$163K +15,000 +4%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$3.65M +$3.77M +346,682 New
SIA
12
Sit Investment Associates
Minnesota
$3.02M +$246K +22,602 +9%
WAM
13
Wolverine Asset Management
Illinois
$2.81M +$229K +21,081 +9%
SCM
14
Saba Capital Management
New York
$2.76M +$2.84M +261,756 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.65M +$184K +16,933 +7%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$2.35M +$70.2K +6,461 +3%
EFG
17
Ethos Financial Group
Pennsylvania
$2.29M
WPC
18
White Pine Capital
Minnesota
$2.14M +$1.44M +132,544 +189%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.94M -$393K -36,214 -16%
Wells Fargo
20
Wells Fargo
California
$1.82M +$11.3K +1,040 +0.6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$1.57M +$50.1K +4,608 +3%
LPL Financial
22
LPL Financial
California
$1.54M +$577K +53,136 +57%
VAM
23
Verity Asset Management
North Carolina
$1.51M +$34.1K +3,143 +2%
IA
24
Icon Advisers
Colorado
$1.15M +$640K +58,870 +118%
CCM
25
Collar Capital Management
Wisconsin
$1.14M -$47.8K -4,400 -4%

EFR Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2026, worth a combined $117M — down 4.9% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFR positions and 11 closed out — a net gain of 2 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $3.77M. The largest seller was Morgan Stanley, cutting an estimated $4.99M.

  • 97 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2026, up from 96 in Q4 2025.
  • Funds reported $117M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2026, down 4.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2026 and 11 closed out, a net change of +2 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2026 was Loomis, Sayles & Company, an estimated $3.77M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2026 was Morgan Stanley, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2026.