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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

86 hedge funds and large institutions have $102M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

18% more funds holding

Funds holding: 73 → 86 (+13)

8% more capital invested

Capital invested by funds: $94.5M → $102M (+$7.26M)

1.17% more ownership

Funds ownership: 17.55% → 18.71% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.42M
2
NA
NewEdge Advisors
Louisiana
+$2.06M
3
WPC
White Pine Capital
Minnesota
+$1.12M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$967K
5
GP
Geneva Partners
Wisconsin
+$916K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
2
Invesco
Invesco
Georgia
-$1.59M
3
UBS Group
UBS Group
Switzerland
-$608K
4
AAM
Advisors Asset Management
Colorado
-$588K
5
QP
Quilter Plc
United Kingdom
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
76
Lindbrook Capital
California
$10K +$9.8K +655 New
EWA
77
EverSource Wealth Advisors
Alabama
$10K +$10.5K +700 New
TC
78
TAP Consulting
Missouri
$9K +$9.53K +637 New
GWM
79
Geneos Wealth Management
Colorado
$8K – – –
NFG
80
Next Financial Group
Texas
$6K – – –
RPCONE
81
Retirement Planning Company of New England
Rhode Island
$4K +$4.24K +283 New
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$3K – – –
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$3K +$3.28K +219 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.98K +132 New
LFG
85
Larson Financial Group
Missouri
$1K +$1.12K +75 New
QP
86
Quilter Plc
United Kingdom
– -$442K -30,247 Closed
SCP
87
Shorepoint Capital Partners
Massachusetts
– -$307K -21,000 Closed
Jane Street
88
Jane Street
New York
– -$258K -17,647 Closed
SC
89
Scotia Capital
Ontario, Canada
– -$149K -10,216 Closed
Citigroup
90
Citigroup
New York
– -$36K -2,457 Closed
CWP
91
Concord Wealth Partners
Virginia
– +$299 +20 New
1 2 3
4

EFR Hedge Fund Activity: Q4 2021 in Review

86 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2021, worth a combined $102M — up 7.7% from $94.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EFR positions and 7 closed out — a net gain of 14 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.42M. The largest seller was Osaic Holdings, cutting an estimated $1.68M.

  • 86 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $102M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2021 was Morgan Stanley, an estimated $3.42M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2021 was Osaic Holdings, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2021.