Eaton Vance Senior Floating-Rate Fund
EFR
82 hedge funds and large institutions have $88M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 11 closing their positions.
2% more capital invested
Capital invested by funds: $86.2M → $88M (+$1.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.44% less ownership
Funds ownership: 26.1% → 25.66% (-0.44%)
10% less funds holding
Funds holding: 91 → 82 (-9)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$981K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$590K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$334K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$317K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$754K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$691K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$520K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$285K |
| 5 |
Jane Street
New York
|
-$175K |
EFR Hedge Fund Activity: Q2 2023 in Review
82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2023, worth a combined $88M — up 2.1% from $86.2M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of EFR and 3 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 20 added.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $981K. The largest seller was Sit Investment Associates, cutting an estimated $754K.
- 82 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2023, down from 91 in Q1 2023.
- Funds reported $88M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2023, up 2.1% quarter-over-quarter.
- 3 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2023 and 11 closed out, a net change of -8 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q2 2023 was RWA Wealth Partners, an estimated $981K added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q2 2023 was Sit Investment Associates, an estimated $754K sold.
Based on aggregated 13F filings for Q2 2023.