Eaton Vance Senior Floating-Rate Fund
EFR
71 hedge funds and large institutions have $86M invested in Eaton Vance Senior Floating-Rate Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
37% more capital inflows, than outflows
Capital inflows: $8.44M | Capital outflows: $6.15M
8% more funds holding
Funds holding: 66 → 71 (+5)
0.34% more ownership
Funds ownership: 16.52% → 16.86% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.33M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$817K |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
+$795K |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$749K |
| 5 |
Guggenheim Capital
Chicago,
Illinois
|
+$724K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner Investment Group
Harrison,
New York
|
-$2.18M |
| 2 |
Morgan Stanley
New York
|
-$1.07M |
| 3 |
Huntington National Bank
Columbus,
Ohio
|
-$903K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$325K |
| 5 |
Trust Asset Management
Houston,
Texas
|
-$229K |
EFR Hedge Fund Activity: Q2 2015 in Review
71 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2015, worth a combined $86M — down 2.3% from $88M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EFR positions and 5 closed out — a net gain of 6 holders — while 20 added to existing stakes and 23 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $1.33M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $2.18M sold.
- 71 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2015, up from 66 in Q1 2015.
- Funds reported $86M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2015, down 2.3% quarter-over-quarter.
- 11 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2015 and 5 closed out, a net change of +6 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q2 2015 was Loomis, Sayles & Company, an estimated $1.33M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q2 2015 was Mariner Investment Group, an estimated $2.18M sold.
Based on aggregated 13F filings for Q2 2015.