Eaton Vance Senior Floating-Rate Fund
EFR
72 hedge funds and large institutions have $111M invested in Eaton Vance Senior Floating-Rate Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
0.79% less ownership
Funds ownership: 21.31% → 20.52% (-0.79%)
3% less capital invested
Capital invested by funds: $115M → $111M (-$3.2M)
3% less funds holding
Funds holding: 74 → 72 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$3.31M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.12M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.64M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.09M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$716K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$7.25M |
| 2 |
BCC
Bain Capital Credit
Boston,
Massachusetts
|
-$2.31M |
| 3 |
Morgan Stanley
New York
|
-$1.68M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.37M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.22M |
EFR Hedge Fund Activity: Q4 2016 in Review
72 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2016, worth a combined $111M — down 2.8% from $115M a quarter earlier.
Fund positioning in EFR was balanced in Q4 2016: 10 funds opened new positions, 10 closed out, 23 added to existing stakes and 20 trimmed.
The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $3.31M. The largest seller was Baillie Gifford & Co, cutting an estimated $7.25M.
- 72 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2016, down from 74 in Q3 2016.
- Funds reported $111M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2016, down 2.8% quarter-over-quarter.
- 10 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2016 and 10 closed out, a net change of 0 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2016 was Fort Washington Investment Advisors, an estimated $3.31M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2016 was Baillie Gifford & Co, an estimated $7.25M sold.
Based on aggregated 13F filings for Q4 2016.