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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

88 hedge funds and large institutions have $95.6M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $89.5M → $95.6M (+$6.16M)

1.69% more ownership

Funds ownership: 25.06% → 26.76% (+1.7%)

1% more funds holding

Funds holding: 87 → 88 (+1)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$5M
2
Morgan Stanley
Morgan Stanley
New York
+$3.18M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.5M
4
Invesco
Invesco
Georgia
+$1.33M
5
FA
Fiduciary Alliance
South Carolina
+$836K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.65M
2
GC
Guggenheim Capital
Illinois
-$1.1M
3
FAIM
Financial Advocates Investment Management
Washington
-$1.03M
4
Bank of America
Bank of America
North Carolina
-$779K
5
LPL Financial
LPL Financial
California
-$772K
Name Holding Trade Value Shares
Change 		Change in
Stake
AUIM
51
Aegon USA Investment Management
Iowa
$179K +$174K +14,765 New
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$176K +$3.16K +268 +2%
SPC
53
Sigma Planning Corp
Michigan
$173K +$1.14K +97 +0.7%
WS
54
Wedbush Securities
California
$170K -$60.2K -5,104 -27%
IFG
55
Independent Financial Group
California
$166K -$10.3K -875 -6%
Corient Private Wealth
56
Corient Private Wealth
Florida
$150K -$13.3K -1,130 -8%
SA
57
Sanctuary Advisors
Indiana
$149K +$613 +52 +0.4%
P
58
&Partners
Tennessee
$146K -$2.68K -227 -2%
OA
59
Oxbow Advisors
Texas
$141K -$41.3K -3,500 -23%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$137K +$637 +54 +0.5%
Stifel Financial
61
Stifel Financial
Missouri
$136K -$5.64K -478 -4%
ACP
62
Aviance Capital Partners
Florida
$133K – – –
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$130K +$127K +10,733 New
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$130K – – –
SF
65
Synovus Financial
Georgia
$130K – – –
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$127K +$124K +10,508 New
IWM
67
IHT Wealth Management
Illinois
$127K – – –
CFB
68
Cullen/Frost Bankers
Texas
$121K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$102K +$2.95K +250 +3%
JEST
70
JTC Employer Solutions Trustee
Jersey
$85K – – –
DF
71
Dunhill Financial
United Kingdom
$70.1K -$11.8K -1,000 -15%
Comerica Bank
72
Comerica Bank
Texas
$66.7K +$29.5K +2,500 +83%
MA
73
Montag & Associates
Georgia
$59.7K – – –
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$31.6K -$11.8K -1,000 -28%
NS
75
NBC Securities
Alabama
$25K -$3.54K -300 -13%
1 2
3
4

EFR Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2025, worth a combined $95.6M — up 6.9% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EFR positions and 9 closed out — a net gain of 2 holders — while 26 added to existing stakes and 30 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.65M.

  • 88 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2025, up from 87 in Q1 2025.
  • Funds reported $95.6M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $5M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2025.