Eaton Vance Senior Floating-Rate Fund
EFR
96 hedge funds and large institutions have $120M invested in Eaton Vance Senior Floating-Rate Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
27% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 26
15% more capital invested
Capital invested by funds: $105M → $120M (+$15.5M)
2.4% more ownership
Funds ownership: 22.63% → 25.02% (+2.4%)
2% more funds holding
Funds holding: 94 → 96 (+2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.38M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$2.31M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.17M |
| 4 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$1.26M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.53M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$816K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$762K |
| 4 |
Morgan Stanley
New York
|
-$671K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$626K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAFM
101
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$171K | -13,650 | Closed |
|
|
AGM
102
Alpine Global Management
New York
| – | -$129K | -10,247 | Closed |
|
103
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$18K | -1,400 | Closed |
|
|
NFG
104
Next Financial Group
Houston,
Texas
| – | -$10K | -827 | Closed |
|
|
RCAG
105
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$7.34K | -585 | Closed |
|
|
AIC
106
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$7K | -581 | Closed |
|
EFR Hedge Fund Activity: Q1 2019 in Review
96 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2019, worth a combined $120M — up 15% from $105M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EFR positions and 11 closed out — a net gain of 3 holders — while 33 added to existing stakes and 26 trimmed.
The largest buyer was UBS Group, adding an estimated $4.38M. The largest seller was IFP Advisors, cutting an estimated $1.53M.
- 96 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2019, up from 94 in Q4 2018.
- Funds reported $120M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2019, up 15% quarter-over-quarter.
- 14 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2019 and 11 closed out, a net change of +3 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2019 was UBS Group, an estimated $4.38M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2019 was IFP Advisors, an estimated $1.53M sold.
Based on aggregated 13F filings for Q1 2019.