Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Sr Fltng Rte Tr (EFR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
52%

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%
Shares
+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.

Institutional Sentiment Summary — EFR

In 2026 Q1, 45 hedge funds were net buyers of EFR (14 opened a new position, 31 added to an existing one), while 41 reduced or exited (29 trimmed, 12 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 27% of total institutional value in EFR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: EFR

How many hedge funds hold EFR — quarterly history vs. share price
Quarterly hedge fund ownership of EFR vs. share price

Market Analysis: EFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much EFR has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 86d ago
EFR
-0.5%
XLF
+9.2%

EFR outperformed XLF by -9.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
EFR
+1.3%
XLF
+5.5%

Since the filing became public, EFR outperformed XLF by -4.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EFR
98 + Investors

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

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

Statistics: EFR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

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:
Top 25 EFR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Logan Stone Capital, LLC 1.58% 540,718 $5.7M
2 1607 Capital Partners, LLC 1.20% 1,586,239 $16.7M
3 Collar Capital Management, LLC 0.73% 107,720 $1.1M
4 Verity Asset Management, Inc. 0.63% 142,976 $1.5M
5 White Pine Capital LLC 0.60% 202,651 $2.1M
6 Gridiron Partners, LLC 0.45% 69,450 $732K
7 Icon Advisers Inc/Co 0.27% 108,870 $1.1M
8 Garner Asset Management Corp 0.23% 55,275 $583K
9 Closed-End Fund Advisors, Inc. 0.23% 21,076 $222K
10 Hourglass Capital, LLC 0.21% 96,500 $1.0M
11 AEGON USA Investment Management, LLC 0.20% 24,120 $254K
12 Altman Advisors, Inc. 0.18% 50,490 $440K
13 Ethos Financial Group, LLC 0.17% 205,537 $2.3M
14 Fund Advisors of America Inc/FL 0.16% 15,233 $161K
15 Almitas Capital LLC 0.12% 49,782 $525K
16 Advisors Asset Management, Inc. 0.10% 563,320 $5.9M
17 Fortitude Advisory Group L.L.C. 0.09% 19,879 $210K
18 Sandy Cove Advisors, LLC 0.08% 24,850 $262K
19 Saba Capital Management, L.P. 0.08% 261,756 $2.8M
20 Melfa Wealth Management, INC. 0.06% 10,274 $108K
21 WESCAP Management Group, Inc. 0.05% 24,303 $256K
22 Pathstone Holdings, LLC 0.04% 881,001 $9.3M
23 Guggenheim Capital LLC 0.03% 422,921 $4.5M
24 Wolverine Asset Management LLC 0.03% 266,399 $2.8M
25 Readystate Asset Management LP 0.03% 55,934 $590K
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 Q1 hedge fund 13F filings?

As of today, EFR has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of -4.2%. Since the quarter end (March 31, 2026), EFR has gained -0.5% vs +9.2% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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