Eaton Vance Senior Floating-Rate Fund
EFR
68 hedge funds and large institutions have $90.2M invested in Eaton Vance Senior Floating-Rate Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
135% more capital inflows, than outflows
Capital inflows: $17.7M | Capital outflows: $7.55M
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
1.53% more ownership
Funds ownership: 15.1% → 16.63% (+1.5%)
1% more funds holding
Funds holding: 67 → 68 (+1)
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCA
Restructuring Capital Associates
Stamford,
Connecticut
|
+$6.46M |
| 2 |
Bain Capital Credit
Boston,
Massachusetts
|
+$4.05M |
| 3 |
Credit Suisse
Zurich,
Switzerland
|
+$2.67M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.04M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS
Zurich,
Switzerland
|
-$1.56M |
| 2 |
Mariner Investment Group
Harrison,
New York
|
-$1.19M |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
-$805K |
| 4 |
Doliver Advisors
Houston,
Texas
|
-$753K |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
-$553K |
EFR Hedge Fund Activity: Q3 2014 in Review
68 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q3 2014, worth a combined $90.2M — up 9.5% from $82.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EFR positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 22 trimmed.
The largest buyer was Restructuring Capital Associates, adding an estimated $6.46M. The largest seller was UBS, cutting an estimated $1.56M.
- 68 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q3 2014, up from 67 in Q2 2014.
- Funds reported $90.2M of Eaton Vance Senior Floating-Rate Fund stock for Q3 2014, up 9.5% quarter-over-quarter.
- 6 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q3 2014 and 4 closed out, a net change of +2 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q3 2014 was Restructuring Capital Associates, an estimated $6.46M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q3 2014 was UBS, an estimated $1.56M sold.
Based on aggregated 13F filings for Q3 2014.