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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
OA
51
Oxbow Advisors
Texas
$185K – – –
CIA
52
Concurrent Investment Advisors
Florida
$183K – – –
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$182K -$25.7K -2,000 -12%
IFG
54
Independent Financial Group
California
$178K +$2.57K +200 +1%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$175K +$3.27K +255 +2%
SPC
56
Sigma Planning Corp
Michigan
$174K +$10.1K +783 +6%
Corient Private Wealth
57
Corient Private Wealth
Florida
$165K – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$151K +$158K +12,286 New
SA
59
Sanctuary Advisors
Indiana
$150K +$629 +49 +0.4%
P
60
&Partners
Tennessee
$150K +$157K +12,239 New
Stifel Financial
61
Stifel Financial
Missouri
$143K -$19.5K -1,521 -12%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$138K +$719 +56 +0.5%
ACP
63
Aviance Capital Partners
Florida
$134K – – –
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$131K – – –
SF
65
Synovus Financial
Georgia
$131K – – –
IWM
66
IHT Wealth Management
Illinois
$129K – – –
CFB
67
Cullen/Frost Bankers
Texas
$123K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$100K +$11.6K +900 +12%
JEST
69
JTC Employer Solutions Trustee
Jersey
$86K – – –
DF
70
Dunhill Financial
United Kingdom
$83.1K -$5.78K -450 -6%
EC
71
Elequin Capital
New York
$82.8K +$68.9K +5,364 +385%
MA
72
Montag & Associates
Georgia
$60.4K – – –
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$44.2K +$1.28K +100 +3%
Comerica Bank
74
Comerica Bank
Texas
$36.8K – – –
NS
75
NBC Securities
Alabama
$29K +$30.5K +2,373 +118,650%
1 2
3
4

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.