Eaton Vance Senior Floating-Rate Fund
EFR
86 hedge funds and large institutions have $89.8M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
0% more funds holding
Funds holding: 86 → 86 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.35% less ownership
Funds ownership: 26.97% → 23.61% (-3.4%)
10% less capital invested
Capital invested by funds: $99.6M → $89.8M (-$9.82M)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$567K |
| 2 |
Jane Street
New York
|
+$422K |
| 3 |
HF
HRT Financial
New York
|
+$341K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$329K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.11M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.09M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.09M |
| 4 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$1.01M |
| 5 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
-$966K |
EFR Hedge Fund Activity: Q1 2024 in Review
86 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2024, worth a combined $89.8M — down 9.9% from $99.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EFR positions and 13 closed out — a net gain of 2 holders — while 19 added to existing stakes and 23 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $567K. The largest seller was Morgan Stanley, cutting an estimated $8.11M.
- 86 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $89.8M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2024, down 9.9% quarter-over-quarter.
- 15 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2024 and 13 closed out, a net change of +2 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $567K added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2024 was Morgan Stanley, an estimated $8.11M sold.
Based on aggregated 13F filings for Q1 2024.