We are live on ! Find out more
EFR

Eaton Vance Senior Floating-Rate Fund

97 hedge funds and large institutions have $117M invested in Eaton Vance Senior Floating-Rate Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9697 (+1)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.18% more ownership

Funds ownership: 37.53%37.71% (+0.18%)

5% less capital invested

Capital invested by funds: $123M → $117M (-$5.99M)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
31
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CEFA
51
Closed-End Fund Advisors
Virginia
$222K +$69.8K +6,428 +44%
HKAM
52
Horizon Kinetics Asset Management
New York
$211K
BPA
53
Beacon Pointe Advisors
California
$210K -$8.99K -828 -4%
CPA
54
Cardiff Park Advisors
California
$210K
FAG
55
Fortitude Advisory Group
Washington
$210K
TSS
56
Two Sigma Securities
New York
$205K +$211K +19,462 New
PFS
57
Prospera Financial Services
Texas
$196K -$4.3K -396 -2%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$188K +$12.4K +1,146 +7%
PAG
59
Private Advisor Group
New Jersey
$182K
HighTower Advisors
60
HighTower Advisors
Illinois
$166K -$23.9K -2,197 -12%
CIA
61
Concurrent Investment Advisors
Florida
$162K +$98 +9 +0.1%
FAOAI
62
Fund Advisors of America Inc
Florida
$161K -$46.8K -4,305 -22%
NA
63
NewEdge Advisors
Louisiana
$159K +$21.6K +1,991 +15%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$157K -$4.1K -377 -2%
SPC
65
Sigma Planning Corp
Michigan
$152K +$120 +11 +0.1%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$151K
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$144K +$81.5K +7,500 +121%
IFG
68
Independent Financial Group
California
$142K -$3.85K -354 -3%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$141K -$7.31K -673 -5%
P
70
&Partners
Tennessee
$138K +$142K +13,075 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$125K +$129K +11,888 New
OA
72
Oxbow Advisors
Texas
$121K
XT
73
XTX Topco
Cayman Islands
$120K -$365K -33,565 -75%
ACP
74
Aviance Capital Partners
Florida
$115K
WS
75
Wedbush Securities
California
$113K +$117K +10,735 New

EFR Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2026, worth a combined $117M — down 4.9% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFR positions and 11 closed out — a net gain of 2 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $3.77M. The largest seller was Morgan Stanley, cutting an estimated $4.99M.

  • 97 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2026, up from 96 in Q4 2025.
  • Funds reported $117M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2026, down 4.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2026 and 11 closed out, a net change of +2 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2026 was Loomis, Sayles & Company, an estimated $3.77M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2026 was Morgan Stanley, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2026.