Eaton Vance Senior Floating-Rate Fund
EFR
96 hedge funds and large institutions have $116M invested in Eaton Vance Senior Floating-Rate Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1.45% more ownership
Funds ownership: 25.02% → 26.47% (+1.4%)
0% more funds holding
Funds holding: 96 → 96 (0)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
4% less capital invested
Capital invested by funds: $120M → $116M (-$4.49M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.76M |
| 2 |
VEA
Virtus ETF Advisers
New York
|
+$2.6M |
| 3 |
Cohen & Steers
New York
|
+$1.2M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$936K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$1.39M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$812K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$782K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$455K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$343K |
EFR Hedge Fund Activity: Q2 2019 in Review
96 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2019, worth a combined $116M — down 3.7% from $120M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EFR positions and 6 closed out — a net gain of 1 holder — while 32 added to existing stakes and 32 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $4.76M. The largest seller was Prudential plc, cutting an estimated $1.39M.
- 96 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $116M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2019, down 3.7% quarter-over-quarter.
- 7 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2019 and 6 closed out, a net change of +1 holder.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q2 2019 was Capital Investment Advisors, an estimated $4.76M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q2 2019 was Prudential plc, an estimated $1.39M sold.
Based on aggregated 13F filings for Q2 2019.