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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

87 hedge funds and large institutions have $89.5M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.9% more ownership

Funds ownership: 24.16% → 25.06% (+0.9%)

7% less funds holding

Funds holding: 94 → 87 (-7)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

78% less capital invested

Capital invested by funds: $414M → $89.5M (-$324M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
-7
Holders Change %
-7.45%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
28
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.16M
2
EFG
Ethos Financial Group
Pennsylvania
+$3.1M
3
VIA
Virtus Investment Advisers
Connecticut
+$988K
4
LPL Financial
LPL Financial
California
+$659K
5
AAM
Advisors Asset Management
Colorado
+$631K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.66M
2
Cohen & Steers
Cohen & Steers
New York
-$1.24M
3
VEA
Virtus ETF Advisers
New York
-$757K
4
GC
Guggenheim Capital
Illinois
-$390K
5
SA
SFI Advisors
New Jersey
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
26
WESCAP Management Group
California
$461K – – –
BA
27
Ballew Advisors
Mississippi
$412K -$385 -30 -0.1%
AAS
28
Avantax Advisory Services
Texas
$366K -$3.08K -240 -0.8%
OPWM
29
Oregon Pacific Wealth Management
Oregon
$352K +$8.74K +681 +2%
OC
30
Oppenheimer & Co
New York
$341K -$3.8K -296 -1%
HKAM
31
Horizon Kinetics Asset Management
New York
$341K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$337K +$181K +14,076 +105%
SRC
33
Shufro Rose & Co
New York
$327K – – –
RAM
34
Readystate Asset Management
Illinois
$323K +$449 +35 +0.1%
SCA
35
Sandy Cove Advisors
Massachusetts
$321K -$2.18K -170 -0.6%
MCM
36
MAI Capital Management
Ohio
$311K +$4.88K +380 +2%
WAM
37
Wolverine Asset Management
Illinois
$301K +$316K +24,584 New
BHWM
38
Beaird Harris Wealth Management
Texas
$298K +$6.83K +532 +2%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$295K -$15.1K -1,173 -5%
AO
40
Advisor OS
Illinois
$267K -$15.1K -1,173 -5%
SSB
41
Sandy Spring Bank
Maryland
$251K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$248K -$17.1K -1,334 -6%
CPA
43
Cardiff Park Advisors
California
$244K – – –
WS
44
Wedbush Securities
California
$235K -$11.2K -873 -4%
Cerity Partners
45
Cerity Partners
New York
$227K – – –
PAG
46
Private Advisor Group
New Jersey
$224K +$62.9K +4,900 +37%
PFS
47
Prospera Financial Services
Texas
$214K +$26.1K +2,030 +13%
FAG
48
Fortitude Advisory Group
Washington
$214K +$1.48K +115 +0.6%
KIM
49
Kane Investment Management
California
$209K -$24.6K -1,919 -10%
JWCA
50
J.W. Cole Advisors
Florida
$200K +$31.9K +2,484 +18%
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EFR Hedge Fund Activity: Q1 2025 in Review

87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2025, worth a combined $89.5M — down 78% from $414M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EFR and 5 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 28 added.

The largest buyer was Wells Fargo, adding an estimated $4.16M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.66M.

  • 87 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2025, down from 94 in Q4 2024.
  • Funds reported $89.5M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2025, down 78% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2025 and 12 closed out, a net change of -7 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2025 was Wells Fargo, an estimated $4.16M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2025.