EFR Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Eaton Vance Sr Fltng Rte Tr (EFR) following the 2026 Q2 hedge fund 13F filings?

As of today, EFR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EFR gained +1.2% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Eaton Vance Sr Fltng Rte Tr (EFR)

98 + Investors. Track Smart Money conviction in EFR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EFR

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added EFR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

98 hedge funds hold EFR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

45 buying41 selling

Last quarter: 45 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 18 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 18% new

63 out of 98 hedge funds have held EFR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +1%, value -20%

Value

-20%

+0%

Last quarter: funds added +1% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~14 new funds/quarter

5 → 11 → 18 → 14 → 14 new funds/Q

New funds entering each quarter: 11 → 18 → 14 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 74% veterans vs 17% newcomers

■ 74% veterans ■ 8% 1-2yr ■ 17% new

Entry-cohort mix of 98 holders: 73 (74%) are 2+ year veterans, 8 entered 1–2 years ago, and 17 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

13 of 98 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	98	96	2.08%
13F Shares	11M	11M	0.63%
Total Value	$110M	$138M	-20.18%
New Positions	14	14	-
Increased Positions	31	30	+1
Closed Positions	12	15	-3
Reduced Positions	29	30	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

2.08%

13F Shares

11M

0.63%

Total Value

$110M

$138M

-20.18%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EFR. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EFR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gridiron Partners, LLC	2.41%	433,896	$4.6M
2	Logan Stone Capital, LLC	0.87%	389,253	$4.1M
3	1607 Capital Partners, LLC	0.82%	889,618	$9.4M
4	Collar Capital Management, LLC	0.66%	105,620	$1.1M
5	Verity Asset Management, Inc.	0.58%	144,928	$1.5M
6	White Pine Capital LLC	0.48%	191,126	$2.0M
7	Matisse Capital	0.42%	100,012	$1.1M
8	Marble Harbor Investment Counsel, LLC	0.35%	326,275	$3.5M
9	Icon Advisers Inc/Co	0.33%	164,734	$1.7M
10	Closed-End Fund Advisors, Inc.	0.28%	26,980	$286K
11	Atlas Wealth LLC	0.22%	146,905	$1.6M
12	Garner Asset Management Corp	0.19%	54,709	$580K
13	AEGON USA Investment Management, LLC	0.18%	24,120	$256K
14	Integrated Capital Management, INC.	0.17%	22,810	$242K
15	Hourglass Capital, LLC	0.16%	70,500	$747K
16	Altman Advisors, Inc.	0.16%	52,675	$442K
17	Saba Capital Management, L.P.	0.15%	544,453	$5.8M
18	Fund Advisors of America Inc/FL	0.15%	15,243	$162K
19	Ethos Financial Group, LLC	0.14%	193,316	$2.0M
20	Advisors Asset Management, Inc.	0.09%	567,622	$6.0M
21	Fortitude Advisory Group L.L.C.	0.08%	19,879	$211K
22	Melfa Wealth Management, INC.	0.06%	10,274	$109K
23	WESCAP Management Group, Inc.	0.05%	24,303	$258K
24	Guggenheim Capital LLC	0.03%	439,149	$4.7M
25	Wolverine Asset Management LLC	0.03%	290,847	$3.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Eaton Vance Sr Fltng Rte Tr (EFR)

What does the Smart Money Trend signal show for EFR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EFR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EFR?

Slight buying edge — 52% buying: Last quarter: 45 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EFR holders?

Strong quality — 27% AUM from major funds: 13 of 98 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EFR?

64% of holders stayed for 2+ years: 63 out of 98 hedge funds have held EFR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Eaton Vance Sr Fltng Rte Tr (EFR) following the 2026 Q2 hedge fund 13F filings?

As of today, EFR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EFR has gained +1.2% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Eaton Vance Sr Fltng Rte Tr (EFR)

Smart Money Signals — EFR

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~14 new funds per quarter

64% of holders stayed for 2+ years

Buying through price weakness — shares +1%, value -20%

Steady discovery — ~14 new funds/quarter

Veteran-anchored — 74% veterans vs 17% newcomers

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — EFR

Hedge Fund Ownership: EFR

Market Analysis: EFR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EFR

Is It Too Late to Buy Eaton Vance Sr Fltng Rte Tr (EFR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EFR

Statistics: EFR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Eaton Vance Sr Fltng Rte Tr (EFR)

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