Eaton Vance Senior Floating-Rate Fund
EFR
86 hedge funds and large institutions have $99.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 14 closing their positions.
11% more capital invested
Capital invested by funds: $89.6M → $99.6M (+$10M)
1.61% more ownership
Funds ownership: 25.36% → 26.97% (+1.6%)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 87 → 86 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.83M |
| 2 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
+$1.61M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.27M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.14M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$2.98M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.17M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.12M |
| 4 |
PAS
Park Avenue Securities
New York
|
-$1.06M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$808K |
EFR Hedge Fund Activity: Q4 2023 in Review
86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2023, worth a combined $99.6M — up 11% from $89.6M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of EFR and 13 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $7.83M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $2.98M sold.
- 86 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2023, down from 87 in Q3 2023.
- Funds reported $99.6M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2023, up 11% quarter-over-quarter.
- 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2023 and 14 closed out, a net change of -1 holder.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.83M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2023 was Oaktree Capital Management, an estimated $2.98M sold.
Based on aggregated 13F filings for Q4 2023.