Eaton Vance Senior Floating-Rate Fund
EFR
97 hedge funds and large institutions have $117M invested in Eaton Vance Senior Floating-Rate Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
1% more funds holding
Funds holding: 96 → 97 (+1)
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0.18% more ownership
Funds ownership: 37.53% → 37.71% (+0.18%)
5% less capital invested
Capital invested by funds: $123M → $117M (-$5.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$3.77M |
| 2 |
SCM
Saba Capital Management
New York
|
+$2.84M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.67M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.56M |
| 5 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.99M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.71M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
-$3.47M |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$907K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$891K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPWM
101
Oregon Pacific Wealth Management
Medford,
Oregon
| – | -$306K | -27,448 | Closed |
|
|
BA
102
Ballew Advisors
Jackson,
Mississippi
| – | -$219K | -19,295 | Closed |
|
|
VF
103
Virtu Financial
New York
| – | -$147K | -13,234 | Closed |
|
104
Citadel Advisors
Miami,
Florida
| – | -$143K | -12,852 | Closed |
|
|
CFB
105
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$111K | -10,000 | Closed |
|
|
JEST
106
JTC Employer Solutions Trustee
St Helier,
Jersey
| – | -$78K | -7,000 | Closed |
|
|
SA
107
Strategic Advocates
Logan,
Utah
| – | -$17.2K | -1,552 | Closed |
|
|
GI
108
GAMMA Investing
Foster City,
California
| – | -$702 | -63 | Closed |
|
109
AssetMark Inc
Concord,
California
| – | -$45 | -4 | Closed |
|
EFR Hedge Fund Activity: Q1 2026 in Review
97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2026, worth a combined $117M — down 4.9% from $123M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EFR positions and 11 closed out — a net gain of 2 holders — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $3.77M. The largest seller was Morgan Stanley, cutting an estimated $4.99M.
- 97 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2026, up from 96 in Q4 2025.
- Funds reported $117M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2026, down 4.9% quarter-over-quarter.
- 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2026 and 11 closed out, a net change of +2 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2026 was Loomis, Sayles & Company, an estimated $3.77M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2026 was Morgan Stanley, an estimated $4.99M sold.
Based on aggregated 13F filings for Q1 2026.