Who Owns EFR?
Eaton Vance Senior Floating-Rate Fund — Institutional Ownership & 13F Holdings
$10.45
-0.05 (-0.48%)
Market Cap
$317.2M
Shares Outstanding
29,523,618
Institutional Holders
235
Total Inst. Value
$346.6M
% of Float Held
—
QoQ Holder Change
+89
Institutional data as of Q1 2025
New Positions
53
Closed Positions
28
Increased
82
Decreased
63
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ALPS ADVISORS INC | $59.4M | 15,933,699 |
| 2 | BlackRock, Inc. | $41.7M | 11,192,287 |
| 3 | AMERIPRISE FINANCIAL INC | $32.8M | 8,792,316 |
| 4 | VANGUARD GROUP INC | $27.8M | 7,456,057 |
| 5 | VAN ECK ASSOCIATES CORPNew | $27.4M | 7,346,358 |
| 6 | STATE STREET CORP | $12.2M | 3,277,598 |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $10.5M | 2,811,304 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $8.9M | 2,390,034 |
| 9 | BANK OF AMERICA CORP /DE/ | $8.4M | 2,254,642 |
| 10 | MMCAP International Inc. SPC | $8.3M | 2,220,525 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ALPS ADVISORS INC | +3.6M | $59.4M |
| AMERIPRISE FINANCIAL INC | +769K | $32.8M |
| VAN ECK ASSOCIATES CORPNew | +7.3M | $27.4M |
| STATE STREET CORP | +70K | $12.2M |
| RENAISSANCE TECHNOLOGIES LLC | +2.3M | $10.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ZACKS INVESTMENT MANAGEMENT | -273K | $431K |
| FMR LLC | -262K | $304K |
| BlackRock, Inc. | -245K | $41.7M |
| MORGAN STANLEY | -238K | $6.0M |
| DIMENSIONAL FUND ADVISORS LP | -226K | $1.1M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold EFR?
As of Q1 2025, 235 institutional investors report holding EFR (Eaton Vance Senior Floating-Rate Fund) in their 13F filings.
Which hedge fund owns the most EFR?
The largest institutional holder of EFR is ALPS ADVISORS INC with $59.4M in shares.
Are institutions buying or selling EFR?
This quarter, 53 institutions opened new positions in EFR and 28 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.