Eaton Vance Senior Floating-Rate Fund
EFR
67 hedge funds and large institutions have $99.4M invested in Eaton Vance Senior Floating-Rate Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
8% more funds holding
Funds holding: 62 → 67 (+5)
0.2% more ownership
Funds ownership: 16.39% → 16.59% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $100M → $99.4M (-$763K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.16M |
| 2 |
AAM
Aureus Asset Management
Boston,
Massachusetts
|
+$922K |
| 3 |
Morgan Stanley
New York
|
+$686K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$683K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$670K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.79M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.56M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$1.49M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$303K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$263K |
EFR Hedge Fund Activity: Q2 2017 in Review
67 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2017, worth a combined $99.4M — down 0.76% from $100M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EFR positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 18 trimmed.
The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.16M. The largest seller was LPL Financial, cutting an estimated $1.79M.
- 67 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2017, up from 62 in Q1 2017.
- Funds reported $99.4M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2017, down 0.76% quarter-over-quarter.
- 9 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2017 and 4 closed out, a net change of +5 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q2 2017 was Robinson Capital Management, an estimated $1.16M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q2 2017 was LPL Financial, an estimated $1.79M sold.
Based on aggregated 13F filings for Q2 2017.