Eaton Vance Senior Floating-Rate Fund
EFR
87 hedge funds and large institutions have $89.5M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 12 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 27
0.9% more ownership
Funds ownership: 24.16% → 25.06% (+0.9%)
7% less funds holding
Funds holding: 94 → 87 (-7)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
78% less capital invested
Capital invested by funds: $414M → $89.5M (-$324M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.16M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$3.1M |
| 3 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$988K |
| 4 |
LPL Financial
San Diego,
California
|
+$659K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.66M |
| 2 |
Cohen & Steers
New York
|
-$1.24M |
| 3 |
VEA
Virtus ETF Advisers
New York
|
-$757K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$390K |
| 5 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$377K |
EFR Hedge Fund Activity: Q1 2025 in Review
87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q1 2025, worth a combined $89.5M — down 78% from $414M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EFR and 5 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 28 added.
The largest buyer was Wells Fargo, adding an estimated $4.16M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.66M.
- 87 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q1 2025, down from 94 in Q4 2024.
- Funds reported $89.5M of Eaton Vance Senior Floating-Rate Fund stock for Q1 2025, down 78% quarter-over-quarter.
- 5 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q1 2025 and 12 closed out, a net change of -7 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q1 2025 was Wells Fargo, an estimated $4.16M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2025.