Eaton Vance Senior Floating-Rate Fund
EFR
85 hedge funds and large institutions have $78M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
8% more funds holding
Funds holding: 79 → 85 (+6)
0.2% less ownership
Funds ownership: 24.28% → 24.08% (-0.2%)
3% less capital inflows, than outflows
Capital inflows: $10.9M | Capital outflows: $11.3M
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Park Avenue Securities
New York
|
+$1.29M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.25M |
| 3 |
Logan Stone Capital
Chicago,
Illinois
|
+$1.08M |
| 4 |
Cohen & Steers
New York
|
+$1.03M |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
+$883K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shorepoint Capital Partners
Norwood,
Massachusetts
|
-$3.93M |
| 2 |
Morgan Stanley
New York
|
-$1.71M |
| 3 |
CoreCap Advisors
Southfield,
Michigan
|
-$1.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$711K |
EFR Hedge Fund Activity: Q3 2022 in Review
85 of the 5,833 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q3 2022, worth a combined $78M — down 10% from $86.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EFR positions and 8 closed out — a net gain of 7 holders — while 19 added to existing stakes and 23 trimmed.
The largest buyer was Park Avenue Securities, opening a new position worth an estimated $1.29M. The largest seller was Shorepoint Capital Partners, exiting entirely with an estimated $3.93M sold.
- 85 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q3 2022, up from 79 in Q2 2022.
- Funds reported $78M of Eaton Vance Senior Floating-Rate Fund stock for Q3 2022, down 10% quarter-over-quarter.
- 15 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q3 2022 and 8 closed out, a net change of +7 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q3 2022 was Park Avenue Securities, an estimated $1.29M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q3 2022 was Shorepoint Capital Partners, an estimated $3.93M sold.
Based on aggregated 13F filings for Q3 2022.