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
PFPG
76
Pinnacle Financial Partners (Georgia)
Georgia
$113K
SA
77
Sanctuary Advisors
Indiana
$112K +$115K +10,600 New
MWM
78
Melfa Wealth Management
Massachusetts
$108K +$112K +10,274 New
Nomura Holdings
79
Nomura Holdings
Japan
$107K -$112K -10,287 -50%
MA
80
Montag & Associates
Georgia
$52K
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$22.1K +$13K +1,200 +133%
AF
82
Allworth Financial
California
$17K +$120 +11 +0.7%
PSB
83
Piscataqua Savings Bank
New Hampshire
$16.7K
SL
84
Salomon & Ludwin
Virginia
$16.5K
US Bancorp
85
US Bancorp
Minnesota
$15.8K
CA
86
CoreCap Advisors
Michigan
$14.8K +$15.2K +1,400 New
NS
87
NBC Securities
Alabama
$14.5K -$7.61K -700 -34%
BC
88
Barrett & Company
Rhode Island
$13.7K -$7.61K -700 -35%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$12.2K
FFA
90
Farther Finance Advisors
California
$8.67K -$934 -86 -9%
SPIA
91
Steward Partners Investment Advisory
New York
$2.63K
HI
92
Harbour Investments
Wisconsin
$2.44K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$2.37K
HWP
94
Highline Wealth Partners
California
$2.11K
LFG
95
Larson Financial Group
Missouri
$971 +$22 +2 +2%
TRCT
96
Tower Research Capital (TRC)
New York
$158 -$163 -15 -50%
WTC
97
WhitTier Trust Company
Nevada
$124 +$130 +12 New
HNB
98
Huntington National Bank
Ohio
$11
RCM
99
Rivernorth Capital Management
Florida
-$3.71M -332,805 Closed
SFS
100
Shaker Financial Services
Virginia
-$891K -80,004 Closed

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.