Eaton Vance Senior Floating-Rate Fund
EFR
103 hedge funds and large institutions have $147M invested in Eaton Vance Senior Floating-Rate Fund in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
25% more capital invested
Capital invested by funds: $117M → $147M (+$29.8M)
5% more funds holding
Funds holding: 98 → 103 (+5)
3.02% more ownership
Funds ownership: 26.39% → 29.41% (+3%)
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$9.84M |
| 2 |
Millennium Management
New York
|
+$3.44M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.13M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.29M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$4.45M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$2.45M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.04M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.25M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.12M |
EFR Hedge Fund Activity: Q4 2019 in Review
103 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2019, worth a combined $147M — up 25% from $117M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EFR positions and 13 closed out — a net gain of 6 holders — while 31 added to existing stakes and 29 trimmed.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $9.84M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $4.45M sold.
- 103 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2019, up from 98 in Q3 2019.
- Funds reported $147M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2019, up 25% quarter-over-quarter.
- 19 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2019 and 13 closed out, a net change of +6 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2019 was Penserra Capital Management, an estimated $9.84M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2019 was Curi RMB Capital, an estimated $4.45M sold.
Based on aggregated 13F filings for Q4 2019.