Eaton Vance Senior Floating-Rate Fund
EFR
67 hedge funds and large institutions have $82.4M invested in Eaton Vance Senior Floating-Rate Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
3% more capital invested
Capital invested by funds: $79.6M → $82.4M (+$2.72M)
0.87% more ownership
Funds ownership: 14.22% → 15.1% (+0.87%)
1% less funds holding
Funds holding: 68 → 67 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.08M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.05M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.29M |
| 4 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
+$777K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$751K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Levitt Capital Management
Boca Raton,
Florida
|
-$1.75M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.71M |
| 3 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$1.35M |
| 4 |
NES
New England Securities
New York
|
-$677K |
| 5 |
Morgan Stanley
New York
|
-$624K |
EFR Hedge Fund Activity: Q2 2014 in Review
67 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2014, worth a combined $82.4M — up 3.4% from $79.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EFR and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 22 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $2.08M. The largest seller was Levitt Capital Management, cutting an estimated $1.75M.
- 67 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2014, down from 68 in Q1 2014.
- Funds reported $82.4M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2014, up 3.4% quarter-over-quarter.
- 7 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2014 and 8 closed out, a net change of -1 holder.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q2 2014 was United Capital Financial Advisors, an estimated $2.08M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q2 2014 was Levitt Capital Management, an estimated $1.75M sold.
Based on aggregated 13F filings for Q2 2014.