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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
HC
26
Hourglass Capital
Texas
$1.02M +$1.05M +96,500 New
Osaic Holdings
27
Osaic Holdings
Arizona
$994K +$107K +9,861 +12%
Goldman Sachs
28
Goldman Sachs
New York
$862K
Calamos Advisors
29
Calamos Advisors
Illinois
$812K +$99.6K +9,170 +14%
GP
30
Gridiron Partners
Pennsylvania
$732K +$755K +69,450 New
RAM
31
Readystate Asset Management
Illinois
$590K -$907K -83,484 -60%
GAMC
32
Garner Asset Management Corp
Texas
$583K -$18K -1,661 -3%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$565K -$19K -1,751 -3%
AC
34
Almitas Capital
California
$525K +$228K +20,953 +73%
CIA
35
Capital Investment Advisors
Georgia
$503K +$989 +91 +0.2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$485K -$20.1K -1,851 -4%
UBS Group
37
UBS Group
Switzerland
$477K -$16K -1,475 -3%
AA
38
Altman Advisors
Illinois
$440K -$17.2K -1,585 -3%
OC
39
Oppenheimer & Co
New York
$421K +$17K +1,563 +4%
SQA
40
Simon Quick Advisors
New Jersey
$404K +$417K +38,357 New
Raymond James Financial
41
Raymond James Financial
Florida
$344K -$54.9K -5,049 -13%
RWP
42
RWA Wealth Partners
Massachusetts
$330K +$65.2K +6,000 +24%
FA
43
Fiduciary Alliance
South Carolina
$326K -$135K -12,450 -29%
SRC
44
Shufro Rose & Co
New York
$279K
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$272K -$129K -11,834 -31%
Jane Street
46
Jane Street
New York
$272K -$338K -31,069 -55%
MCM
47
MAI Capital Management
Ohio
$268K -$3.64K -335 -1%
SCA
48
Sandy Cove Advisors
Massachusetts
$262K
WMG
49
WESCAP Management Group
California
$256K
AUIM
50
Aegon USA Investment Management
Iowa
$254K

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.