Eaton Vance Senior Floating-Rate Fund
EFR
83 hedge funds and large institutions have $103M invested in Eaton Vance Senior Floating-Rate Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
12% more funds holding
Funds holding: 74 → 83 (+9)
0.58% more ownership
Funds ownership: 19.32% → 19.89% (+0.58%)
0% more capital invested
Capital invested by funds: $103M → $103M (+$394K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$2.37M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.83M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$895K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$756K |
| 5 |
Millennium Management
New York
|
+$633K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.4M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.19M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$917K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$615K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$535K |
EFR Hedge Fund Activity: Q3 2018 in Review
83 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q3 2018, worth a combined $103M — up 0.38% from $103M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EFR positions and 5 closed out — a net gain of 9 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was Nine Masts Capital, adding an estimated $2.37M. The largest seller was Ameriprise, cutting an estimated $2.4M.
- 83 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q3 2018, up from 74 in Q2 2018.
- Funds reported $103M of Eaton Vance Senior Floating-Rate Fund stock for Q3 2018, up 0.38% quarter-over-quarter.
- 14 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q3 2018 and 5 closed out, a net change of +9 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q3 2018 was Nine Masts Capital, an estimated $2.37M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q3 2018 was Ameriprise, an estimated $2.4M sold.
Based on aggregated 13F filings for Q3 2018.