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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

93 hedge funds and large institutions have $82.9M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more funds holding

Funds holding: 85 → 93 (+8)

6% more capital invested

Capital invested by funds: $78M → $82.9M (+$4.87M)

1.88% more ownership

Funds ownership: 24.08% → 25.96% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
27
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$1.58M
2
Bank of America
Bank of America
North Carolina
+$1.54M
3
1CP
1607 Capital Partners
Virginia
+$1.3M
4
SIA
Sit Investment Associates
Minnesota
+$1.28M
5
CAN
Claraphi Advisory Network
United States
+$762K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.32M
2
GC
Guggenheim Capital
Illinois
-$707K
3
RCM
Rivernorth Capital Management
Florida
-$601K
4
OA
Oxbow Advisors
Texas
-$593K
5
Morgan Stanley
Morgan Stanley
New York
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$169K -$9.35K -835 -5%
LWP
52
Lumature Wealth Partners
Georgia
$162K – – –
SPC
53
Sigma Planning Corp
Michigan
$159K -$18.5K -1,657 -10%
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K -$4.31K -385 -3%
AAS
55
Avantax Advisory Services
Texas
$154K +$4.59K +410 +3%
TFCP
56
Twin Focus Capital Partners
Massachusetts
$153K – – –
RCM
57
Rivernorth Capital Management
Florida
$147K -$601K -53,688 -80%
FAG
58
Fortitude Advisory Group
Washington
$146K +$9.92K +886 +7%
ACP
59
Aviance Capital Partners
Florida
$145K – – –
RJFSA
60
Raymond James Financial Services Advisors
Florida
$142K +$4.52K +404 +3%
GW
61
GW & Wade
Massachusetts
$138K – – –
RRA
62
Round Rock Advisors
Connecticut
$131K +$134K +12,000 New
SF
63
Synovus Financial
Georgia
$127K – – –
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$126K +$5.85K +523 +5%
WAM
65
Weiss Asset Management
Massachusetts
$125K +$128K +11,467 New
WWMSC
66
Wagner Wealth Management (South Carolina)
South Carolina
$124K +$127K +11,341 New
SWP
67
Stratos Wealth Partners
Ohio
$117K +$4.42K +395 +4%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$115K -$40.1K -3,587 -25%
SG
69
StoneX Group
New York
$114K +$117K +10,460 New
Baird Financial Group
70
Baird Financial Group
Wisconsin
$113K +$115K +10,316 New
JEST
71
JTC Employer Solutions Trustee
Jersey
$76K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$68.9K – – –
MA
73
Montag & Associates
Georgia
$54.3K – – –
PTC
74
Private Trust Company
Ohio
$50K -$22.4K -2,000 -30%
AWM
75
Accel Wealth Management
Iowa
$32.8K – – –
1 2
3
4

EFR Hedge Fund Activity: Q4 2022 in Review

93 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2022, worth a combined $82.9M — up 6.2% from $78M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EFR positions and 7 closed out — a net gain of 9 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.58M. The largest seller was Raymond James & Associates, cutting an estimated $2.32M.

  • 93 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2022, up from 85 in Q3 2022.
  • Funds reported $82.9M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2022, up 6.2% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2022 and 7 closed out, a net change of +9 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2022 was Cohen & Steers, an estimated $1.58M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2022 was Raymond James & Associates, an estimated $2.32M sold.

Based on aggregated 13F filings for Q4 2022.