Eaton Vance Senior Floating-Rate Fund
EFR
68 hedge funds and large institutions have $79.6M invested in Eaton Vance Senior Floating-Rate Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
15% more capital invested
Capital invested by funds: $69.1M → $79.6M (+$10.5M)
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
6% more funds holding
Funds holding: 64 → 68 (+4)
1.9% more ownership
Funds ownership: 12.32% → 14.22% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Levitt Capital Management
Boca Raton,
Florida
|
+$2.81M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$2.66M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.62M |
| 4 |
RCA
Restructuring Capital Associates
Stamford,
Connecticut
|
+$1.51M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$870K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$1.12M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$753K |
| 3 |
Citigroup
New York
|
-$529K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$399K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$385K |
EFR Hedge Fund Activity: Q1 2014 in Review
68 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2014, worth a combined $79.6M — up 15% from $69.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EFR positions and 7 closed out — a net gain of 4 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was Levitt Capital Management, opening a new position worth an estimated $2.81M. The largest seller was Paloma Partners, exiting entirely with an estimated $1.12M sold.
- 68 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2014, up from 64 in Q4 2013.
- Funds reported $79.6M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2014, up 15% quarter-over-quarter.
- 11 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2014 and 7 closed out, a net change of +4 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2014 was Levitt Capital Management, an estimated $2.81M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2014 was Paloma Partners, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2014.