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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

94 hedge funds and large institutions have $414M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more capital invested

Capital invested by funds: $83.7M → $414M (+$330M)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

6% more funds holding

Funds holding: 89 → 94 (+5)

1.68% more ownership

Funds ownership: 22.48% → 24.16% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
27
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.2M
2
AAM
Advisors Asset Management
Colorado
+$1.09M
3
Wells Fargo
Wells Fargo
California
+$571K
4
Citadel Advisors
Citadel Advisors
Florida
+$354K
5
RAM
Readystate Asset Management
Illinois
+$339K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$358K
2
UBS Group
UBS Group
Switzerland
-$334K
3
WAM
Wolverine Asset Management
Illinois
-$315K
4
Ameriprise
Ameriprise
Minnesota
-$196K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
26
WESCAP Management Group
California
$481K – – –
BA
27
Ballew Advisors
Mississippi
$467K -$9.42K -733 -2%
AAS
28
Avantax Advisory Services
Texas
$386K +$96.8K +7,532 +33%
SA
29
SFI Advisors
New Jersey
$377K +$121K +9,434 +47%
OC
30
Oppenheimer & Co
New York
$360K +$17.6K +1,367 +5%
OPWM
31
Oregon Pacific Wealth Management
Oregon
$359K +$360K +28,017 New
HKAM
32
Horizon Kinetics Asset Management
New York
$356K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$352K +$354K +27,512 New
SRC
34
Shufro Rose & Co
New York
$342K -$90K -7,000 -21%
SCA
35
Sandy Cove Advisors
Massachusetts
$338K +$398 +31 +0.1%
RAM
36
Readystate Asset Management
Illinois
$337K +$339K +26,363 New
MCM
37
MAI Capital Management
Ohio
$320K +$321K +24,974 New
BHWM
38
Beaird Harris Wealth Management
Texas
$304K +$7.12K +554 +2%
AO
39
Advisor OS
Illinois
$294K -$4.15K -323 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$276K -$424 -33 -0.2%
SSB
41
Sandy Spring Bank
Maryland
$262K – – –
WS
42
Wedbush Securities
California
$256K +$67.1K +5,220 +35%
CPA
43
Cardiff Park Advisors
California
$255K – – –
SWP
44
Stratos Wealth Partners
Ohio
$253K -$13K -1,013 -5%
KIM
45
Kane Investment Management
California
$243K +$244K +19,002 New
Cerity Partners
46
Cerity Partners
New York
$237K -$70.7K -5,500 -23%
FAG
47
Fortitude Advisory Group
Washington
$237K +$28.3K +2,199 +13%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$215K -$63.7K -4,957 -23%
PFS
49
Prospera Financial Services
Texas
$198K +$7.53K +586 +4%
OA
50
Oxbow Advisors
Texas
$193K – – –
1
2
3 4 5

EFR Hedge Fund Activity: Q4 2024 in Review

94 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2024, worth a combined $414M — up 394% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFR positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.2M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $358K sold.

  • 94 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $414M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2024, up 394% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2024 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.2M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2024 was Landscape Capital Management, an estimated $358K sold.

Based on aggregated 13F filings for Q4 2024.