Eaton Vance Senior Floating-Rate Fund
EFR
82 hedge funds and large institutions have $86.4M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
3.46% more ownership
Funds ownership: 18.71% → 22.17% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
5% less funds holding
Funds holding: 86 → 82 (-4)
15% less capital invested
Capital invested by funds: $102M → $86.4M (-$15.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.67M |
| 2 |
Morgan Stanley
New York
|
+$1.59M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.53M |
| 4 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
+$1.34M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$11.7M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$2.78M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.49M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$954K |
| 5 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
-$701K |
EFR Hedge Fund Activity: Q1 2022 in Review
82 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2022, worth a combined $86.4M — down 15% from $102M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of EFR and 10 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 27 added.
The largest buyer was Bank of America, adding an estimated $3.67M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $11.7M sold.
- 82 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2022, down from 86 in Q4 2021.
- Funds reported $86.4M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2022, down 15% quarter-over-quarter.
- 10 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2022 and 11 closed out, a net change of -1 holder.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2022 was Bank of America, an estimated $3.67M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2022 was Penserra Capital Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2022.