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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

55 hedge funds and large institutions have $77.6M invested in Eaton Vance Senior Floating-Rate Fund in 2013 Q2 according to their latest regulatory filings, with 55 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13.18% more ownership

Funds ownership: 0% → 13.18% (+13%)

Holders
55
Holders Change
+55
Holders Change %
–
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$14.9M +$15.5M +918,797 New
Morgan Stanley
2
Morgan Stanley
New York
$12M +$12.5M +739,738 New
Wells Fargo
3
Wells Fargo
California
$6.18M +$6.39M +379,722 New
U
4
UBS
Switzerland
$5.57M +$5.77M +342,454 New
Ameriprise
5
Ameriprise
Minnesota
$5.51M +$5.72M +339,539 New
LPL Financial
6
LPL Financial
California
$2.73M +$2.83M +167,949 New
Invesco
7
Invesco
Georgia
$2.7M +$2.79M +165,854 New
HK
8
Horizon Kinetics
New York
$2.63M +$2.72M +161,856 New
PP
9
Prudential plc
United Kingdom
$2.44M +$2.53M +150,000 New
ARC
10
Absolute Return Capital
Massachusetts
$2.32M +$2.4M +142,831 New
Bank of America
11
Bank of America
North Carolina
$2.2M +$2.28M +135,326 New
CL
12
CPWM LLC
Washington
$2.06M +$2.13M +126,591 New
CS
13
Credit Suisse
Switzerland
$1.87M +$1.93M +114,854 New
RJA
14
Raymond James & Associates
Florida
$1.78M +$1.84M +109,470 New
Cohen & Steers
15
Cohen & Steers
New York
$1.32M +$1.37M +81,300 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.04M +$1.07M +63,662 New
DC
17
Davenport & Co
Virginia
$898K +$929K +55,173 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$868K +$898K +53,360 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$777K +$804K +47,781 New
AR
20
Advisory Research
Illinois
$776K +$803K +47,680 New
M&T Bank
21
M&T Bank
New York
$624K +$646K +38,352 New
SIA
22
SeaBridge Investment Advisors
New Jersey
$526K +$544K +32,300 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$507K +$525K +31,162 New
NES
24
New England Securities
New York
$467K +$484K +28,731 New
MIG
25
Mariner Investment Group
New York
$431K +$446K +26,500 New
1
2 3

EFR Hedge Fund Activity: Q2 2013 in Review

55 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2013, worth a combined $77.6M.

Buyers outnumbered sellers: 55 funds opened new EFR positions and 0 closed out — a net gain of 55 holders — while 0 added to existing stakes and 0 trimmed.

  • 55 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $77.6M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2013.
  • 55 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2013 and 0 closed out, a net change of +55 holders.

Based on aggregated 13F filings for Q2 2013.