Eaton Vance Senior Floating-Rate Fund
EFR
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.
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: 89 → 94 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.2M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.09M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$571K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$354K |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$358K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$334K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$315K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$196K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jones Financial Companies
Des Peres,
Missouri
| – | -$20.1K | -1,600 | 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.