XEFRX

Eaton Vance Sr Fltg Rate Tr

Latest period2026 - Q1Total superinvestors98

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 98 superinvestors own shares of Eaton Vance Sr Fltg Rate Tr (XEFRX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Eaton Vance Sr Fltg Rate Tr (XEFRX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Eaton Vance Sr Fltg Rate Tr (XEFRX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Eaton Vance Sr Fltg Rate Tr (XEFRX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kevin Rutherford@1607 Capital Partners, Llc
Recent Activity
Increased 10.76%
1.21%
$16.719M
1.586M shares@ 10.54 avg price
Caitlyn MB Lynn@Pathstone Holdings, Llc
Recent Activity
Decreased -26.6%
0.04%
$9.286M
881,001 shares@ 10.55 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 33.83%
0.01%
$5.942M
566,404 shares@ 10.5 avg price
John Webber@Advisors Asset Management, Inc.
Recent Activity
Increased 1.85%
0.1%
$5.937M
563,320 shares@ 10.55 avg price
Robert R. Leveille@Invesco Ltd.
Recent Activity
Decreased -2.29%
0.01%
$5.905M
560,262 shares@ 10.55 avg price
Matthew Herman@Logan Stone Capital, Llc
Recent Activity
Increased 2.73%
1.59%
$5.699M
540,718 shares@ 10.55 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -47.92%
0.01%
$5.26M
499,081 shares@ 10.55 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 8.63%
0.01%
$5.078M
481,794 shares@ 10.55 avg price
Robert A. Saperstein@Guggenheim Capital Llc
Recent Activity
Decreased -9.15%
0.04%
$4.458M
422,921 shares@ 10.55 avg price
Nargis Hilal@Cohen & Steers, Inc.
Recent Activity
Increased 4.44%
0.01%
$3.72M
352,902 shares@ 10.55 avg price

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