Eaton Vance Senior Floating-Rate Fund
EFR
86 hedge funds and large institutions have $102M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
18% more funds holding
Funds holding: 73 → 86 (+13)
8% more capital invested
Capital invested by funds: $94.5M → $102M (+$7.26M)
1.17% more ownership
Funds ownership: 17.55% → 18.71% (+1.2%)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.42M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.06M |
| 3 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
+$1.12M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$967K |
| 5 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
+$916K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.68M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.59M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$608K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$588K |
| 5 |
QP
Quilter Plc
London,
United Kingdom
|
-$442K |
EFR Hedge Fund Activity: Q4 2021 in Review
86 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2021, worth a combined $102M — up 7.7% from $94.5M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EFR positions and 7 closed out — a net gain of 14 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.42M. The largest seller was Osaic Holdings, cutting an estimated $1.68M.
- 86 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2021, up from 73 in Q3 2021.
- Funds reported $102M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2021, up 7.7% quarter-over-quarter.
- 21 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2021 and 7 closed out, a net change of +14 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2021 was Morgan Stanley, an estimated $3.42M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2021 was Osaic Holdings, an estimated $1.68M sold.
Based on aggregated 13F filings for Q4 2021.