Eaton Vance Senior Floating-Rate Fund
EFR
66 hedge funds and large institutions have $105M invested in Eaton Vance Senior Floating-Rate Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 6 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
1.76% more ownership
Funds ownership: 16.59% → 18.35% (+1.8%)
5% more capital invested
Capital invested by funds: $100M → $105M (+$4.86M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 67 → 66 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.04M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.64M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.61M |
| 4 |
Morgan Stanley
New York
|
+$652K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.16M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$345K |
| 3 |
SRC
Shufro Rose & Co
New York
|
-$271K |
| 4 |
CS
Comerica Securities
Detroit,
Michigan
|
-$159K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$155K |
EFR Hedge Fund Activity: Q3 2017 in Review
66 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q3 2017, worth a combined $105M — up 4.8% from $100M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EFR and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 30 added.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $2.04M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.16M sold.
- 66 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q3 2017, down from 67 in Q2 2017.
- Funds reported $105M of Eaton Vance Senior Floating-Rate Fund stock for Q3 2017, up 4.8% quarter-over-quarter.
- 5 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q3 2017 and 6 closed out, a net change of -1 holder.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q3 2017 was Janney Montgomery Scott, an estimated $2.04M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q3 2017 was Robinson Capital Management, an estimated $1.16M sold.
Based on aggregated 13F filings for Q3 2017.