Eaton Vance Senior Floating-Rate Fund
EFR
93 hedge funds and large institutions have $82.9M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
9% more funds holding
Funds holding: 85 → 93 (+8)
6% more capital invested
Capital invested by funds: $78M → $82.9M (+$4.87M)
1.88% more ownership
Funds ownership: 24.08% → 25.96% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.54M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.3M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.28M |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$762K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.32M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$707K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$601K |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$593K |
| 5 |
Morgan Stanley
New York
|
-$451K |
EFR Hedge Fund Activity: Q4 2022 in Review
93 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2022, worth a combined $82.9M — up 6.2% from $78M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EFR positions and 7 closed out — a net gain of 9 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $1.58M. The largest seller was Raymond James & Associates, cutting an estimated $2.32M.
- 93 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2022, up from 85 in Q3 2022.
- Funds reported $82.9M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2022, up 6.2% quarter-over-quarter.
- 16 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2022 and 7 closed out, a net change of +9 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2022 was Cohen & Steers, an estimated $1.58M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2022 was Raymond James & Associates, an estimated $2.32M sold.
Based on aggregated 13F filings for Q4 2022.