Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE SR FLTNG RTE TR (EFR)

96 + 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
2Q ▲
Buyers last Q
51%

Smart Money Signals — EFR

Based on 96 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
96 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 — +7% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

44 buying42 selling
Last quarter: 44 funds bought or added vs 42 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: 5 → 10 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 20% new
62 out of 96 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 +17%, value -61%

Value
-61%
Shares
+17%
Last quarter: funds added +17% more shares while total portfolio value only changed -61%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

11 → 5 → 10 → 16 → 14 new funds/Q
New funds entering each quarter: 5 → 10 → 16 → 14. A growing number of institutions are discovering EFR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 7% 1-2yr ■ 19% new
Of 96 current holders: 71 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
11 of 96 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: EFR
2026 Q1 Stats Unlock in 12 days 96 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 96 94 2.13%
13F Shares 11M 9M 17.12%
Total Value $138M $354M -61.14%
New Positions 14 16 -2
Increased Positions 30 33 -3
Closed Positions 12 6 +6
Reduced Positions 30 17 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

96 + investors

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

Top 25 institutional holders of EFR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verity Asset Management, Inc. 0.63% 142,976 $1.5M
2 Gridiron Partners, LLC 0.45% 69,450 $732K
3 Garner Asset Management Corp 0.23% 55,275 $583K
4 HOURGLASS CAPITAL, LLC 0.21% 96,500 $1.0M
5 AEGON USA Investment Management, LLC 0.20% 24,120 $254K
6 Altman Advisors, Inc. 0.18% 50,490 $440K
7 Ethos Financial Group, LLC 0.17% 205,537 $2.3M
8 Fortitude Advisory Group L.L.C. 0.09% 19,879 $210K
9 Sandy Cove Advisors, LLC 0.08% 24,850 $262K
10 MELFA WEALTH MANAGEMENT, INC. 0.06% 10,274 $108K
11 WOLVERINE ASSET MANAGEMENT LLC 0.03% 266,399 $2.8M
12 Fiduciary Alliance LLC 0.02% 31,195 $326K
13 SIMON QUICK ADVISORS, LLC 0.02% 38,357 $404K
14 Aviance Capital Partners, LLC 0.01% 10,937 $115K
15 Piscataqua Savings Bank 0.01% 1,586 $17K
16 Oxbow Advisors, LLC 0.01% 11,500 $121K
17 Capital Investment Advisors, LLC 0.01% 47,711 $503K
18 OPPENHEIMER & CO INC 0.01% 39,906 $421K
19 BARRETT & COMPANY, INC. 0.00% 1,300 $14K
20 INDEPENDENT FINANCIAL GROUP, LLC 0.00% 13,427 $142K
21 Sigma Planning Corp 0.00% 14,438 $152K
22 WEDBUSH SECURITIES INC 0.00% 10,735 —
23 Prospera Financial Services Inc 0.00% 18,556 $196K
24 Calamos Advisors LLC 0.00% 77,027 $812K
25 MONTAG A & ASSOCIATES INC 0.00% 4,929 $52K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 51% buying: Last quarter: 44 funds bought or added vs 42 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 — 35% AUM from major funds: 11 of 96 holders rank in the top 100 by AUM, accounting for 35% 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?

65% of holders stayed for 2+ years: 62 out of 96 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.

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.