Eaton Vance Senior Floating-Rate Fund
EFR
87 hedge funds and large institutions have $149M invested in Eaton Vance Senior Floating-Rate Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 5 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more capital invested
Capital invested by funds: $140M → $149M (+$8.8M)
1.12% more ownership
Funds ownership: 33.6% → 34.73% (+1.1%)
1% less funds holding
Funds holding: 88 → 87 (-1)
19% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 32
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OHA
Oak Hill Advisors
New York
|
+$3.52M |
| 2 |
Morgan Stanley
New York
|
+$2.8M |
| 3 |
SCM
Saba Capital Management
New York
|
+$1.52M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$722K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.29M |
| 2 |
Cohen & Steers
New York
|
-$835K |
| 3 |
SCP
Shorepoint Capital Partners
Norwood,
Massachusetts
|
-$641K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$604K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
-$557K |
EFR Hedge Fund Activity: Q3 2020 in Review
87 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q3 2020, worth a combined $149M — up 6.3% from $140M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EFR and 4 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 26 added.
The largest buyer was Oak Hill Advisors, adding an estimated $3.52M. The largest seller was Invesco, cutting an estimated $1.29M.
- 87 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q3 2020, down from 88 in Q2 2020.
- Funds reported $149M of Eaton Vance Senior Floating-Rate Fund stock for Q3 2020, up 6.3% quarter-over-quarter.
- 4 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q3 2020 and 5 closed out, a net change of -1 holder.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q3 2020 was Oak Hill Advisors, an estimated $3.52M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q3 2020 was Invesco, an estimated $1.29M sold.
Based on aggregated 13F filings for Q3 2020.