Eaton Vance Senior Floating-Rate Fund
EFR
90 hedge funds and large institutions have $192M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 16 closing their positions.
0.6% less ownership
Funds ownership: 37.51% → 36.92% (-0.6%)
4% less funds holding
Funds holding: 94 → 90 (-4)
10% less capital inflows, than outflows
Capital inflows: $24.3M | Capital outflows: $27M
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
30% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 30
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$10.3M |
| 2 |
Icon Advisers
Greenwood Village,
Colorado
|
+$2.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.02M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.77M |
| 5 |
Clough Capital Partners
Boston,
Massachusetts
|
+$833K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elliott Investment Management
West Palm Beach,
Florida
|
-$7.67M |
| 2 |
Lindbrook Capital
Calabasas,
California
|
-$4.36M |
| 3 |
HBK Investments
Dallas,
Texas
|
-$4.15M |
| 4 |
Prudential plc
London, England,
United Kingdom
|
-$3.12M |
| 5 |
Ballew Advisors
Jackson,
Mississippi
|
-$2.35M |
EFR Hedge Fund Activity: Q2 2021 in Review
90 of the 5,770 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2021, worth a combined $192M — up 0.93% from $191M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of EFR and 12 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 21 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $10.3M. The largest seller was Elliott Investment Management, exiting entirely with an estimated $7.67M sold.
- 90 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2021, down from 94 in Q1 2021.
- Funds reported $192M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2021, up 0.93% quarter-over-quarter.
- 12 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2021 and 16 closed out, a net change of -4 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q2 2021 was Rivernorth Capital Management, an estimated $10.3M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q2 2021 was Elliott Investment Management, an estimated $7.67M sold.
Based on aggregated 13F filings for Q2 2021.