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 9 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 10 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.8% less ownership
Funds ownership: 21.32% → 20.52% (-0.8%)
3% less capital invested
Capital invested by funds: $115M → $111M (-$3.24M)
4% less funds holding
Funds holding: 75 → 72 (-3)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
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 4,008 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.
Sellers outnumbered buyers: 10 funds closed out of EFR and 9 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 24 added.
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 75 in Q3 2016.
- Funds reported $111M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2016, down 2.8% quarter-over-quarter.
- 9 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2016 and 10 closed out, a net change of -1 holder.
- 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.