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EFR

Eaton Vance Senior Floating-Rate Fund

94 hedge funds and large institutions have $414M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more capital invested

Capital invested by funds: $83.7M → $414M (+$330M)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

6% more funds holding

Funds holding: 8994 (+5)

1.68% more ownership

Funds ownership: 22.48%24.16% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
27
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$324M -$4.15K -323 -1%
Bank of America
2
Bank of America
North Carolina
$10.8M +$304K +23,640 +3%
GC
3
Guggenheim Capital
Illinois
$8.59M +$1.2M +93,289 +16%
Morgan Stanley
4
Morgan Stanley
New York
$8.3M -$21.7K -1,687 -0.3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.56M +$336K +26,141 +5%
AAM
6
Advisors Asset Management
Colorado
$5.74M +$1.09M +84,911 +23%
Invesco
7
Invesco
Georgia
$5.27M -$55.2K -4,292 -1%
Cohen & Steers
8
Cohen & Steers
New York
$5.17M +$244K +19,000 +5%
Ameriprise
9
Ameriprise
Minnesota
$5.13M -$196K -15,243 -4%
WPC
10
White Pine Capital
Minnesota
$4.57M -$98.6K -7,671 -2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$264K +20,505 +14%
Wells Fargo
12
Wells Fargo
California
$1.72M +$571K +44,427 +49%
CCM
13
Collar Capital Management
Wisconsin
$1.68M +$1.69M +131,145 New
VAM
14
Verity Asset Management
North Carolina
$1.59M +$142K +11,018 +10%
LPL Financial
15
LPL Financial
California
$1.56M -$53.5K -4,166 -3%
FAIM
16
Financial Advocates Investment Management
Washington
$1.29M +$49.5K +3,850 +4%
RWP
17
RWA Wealth Partners
Massachusetts
$954K -$93.2K -7,250 -9%
GAMC
18
Garner Asset Management Corp
Texas
$889K -$1.79K -139 -0.2%
AA
19
Altman Advisors
Illinois
$888K -$66.4K -5,165 -6%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$850K +$175K +13,609 +26%
VEA
21
Virtus ETF Advisers
New York
$757K +$80.9K +6,296 +12%
MHIC
22
Marble Harbor Investment Counsel
Massachusetts
$748K
UBS Group
23
UBS Group
Switzerland
$711K -$334K -25,992 -32%
CIA
24
Capital Investment Advisors
Georgia
$701K -$27.5K -2,143 -4%
Raymond James Financial
25
Raymond James Financial
Florida
$569K +$571K +44,443 New

EFR Hedge Fund Activity: Q4 2024 in Review

94 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2024, worth a combined $414M — up 394% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFR positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.2M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $358K sold.

  • 94 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $414M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2024, up 394% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2024 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.2M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2024 was Landscape Capital Management, an estimated $358K sold.

Based on aggregated 13F filings for Q4 2024.