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EFR

Eaton Vance Senior Floating-Rate Fund

94 hedge funds and large institutions have $414M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more capital invested

Capital invested by funds: $83.7M → $414M (+$330M)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

6% more funds holding

Funds holding: 8994 (+5)

1.68% more ownership

Funds ownership: 22.48%24.16% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
27
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$45K
UBP
77
Union Bancaire Privee
Switzerland
$43.2K +$47.3K +3,677 New
Comerica Bank
78
Comerica Bank
Texas
$38.4K
BC
79
Barrett & Company
Rhode Island
$25.6K
HI
80
Harbour Investments
Wisconsin
$22.2K
AF
81
Allworth Financial
California
$21K
SL
82
Salomon & Ludwin
Virginia
$20.5K
PSB
83
Piscataqua Savings Bank
New Hampshire
$20.3K
US Bancorp
84
US Bancorp
Minnesota
$19.2K
EC
85
Elequin Capital
New York
$17.8K +$17.9K +1,392 New
HCM
86
Hollencrest Capital Management
California
$12.2K
FFWM
87
Future Financial Wealth Management
Ohio
$10.2K
GWSG
88
GPS Wealth Strategies Group
Colorado
$7.04K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K +$39 +3 +2%
LFG
90
Larson Financial Group
Missouri
$1.06K +$26 +2 +2%
AG
91
AmeriFlex Group
Nevada
$932 +$900 +70 New
TRCT
92
Tower Research Capital (TRC)
New York
$90
CA
93
CoreCap Advisors
Michigan
$77 -$23.4K -1,823 -100%
NS
94
NBC Securities
Alabama
$30 -$30.5K -2,373 -100%
HNB
95
Huntington National Bank
Ohio
$13
LCM
96
Landscape Capital Management
New Jersey
-$358K -28,116 Closed
WAM
97
Wolverine Asset Management
Illinois
-$315K -24,719 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$187K -14,691 Closed
KAS
99
Kestra Advisory Services
Texas
-$132K -10,383 Closed
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
-$128K -10,016 Closed

EFR Hedge Fund Activity: Q4 2024 in Review

94 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2024, worth a combined $414M — up 394% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFR positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.2M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $358K sold.

  • 94 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $414M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2024, up 394% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2024 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.2M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2024 was Landscape Capital Management, an estimated $358K sold.

Based on aggregated 13F filings for Q4 2024.