EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

85 hedge funds and large institutions have $94.5M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$5.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$11M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.54M
4
Invesco
4
Invesco
Georgia
$6.48M
5
FA
5
Fiduciary Alliance
South Carolina
$859K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.89M
2
GC
2
Guggenheim Capital
Illinois
$6.63M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Bank of America
4
Bank of America
North Carolina
$9.39M
5
LPL Financial
5
LPL Financial
California
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11M 903,652 +269,936 +43%
Bank of America
2
Bank of America
North Carolina
$9.39M 774,558 -66,021 -8%
GC
3
Guggenheim Capital
Illinois
$6.63M 547,365 -93,163 -15%
Invesco
4
Invesco
Georgia
$6.48M 534,797 +112,523 +27%
AAM
5
Advisors Asset Management
Colorado
$6.38M 526,438 +28,768 +6%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$5.13M 423,654 +423,654 New
Wells Fargo
7
Wells Fargo
California
$5.11M 421,663 -36,542 -8%
Ameriprise
8
Ameriprise
Minnesota
$4.76M 392,383 -12,354 -3%
WPC
9
White Pine Capital
Minnesota
$4.13M 340,910 -1,376 -0.4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.89M 320,881 -140,226 -30%
Cohen & Steers
11
Cohen & Steers
New York
$3.85M 317,902 +10,000 +3%
EFG
12
Ethos Financial Group
Pennsylvania
$2.97M 245,137 +3,365 +1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.2M 181,169 +8,513 +5%
CCM
14
Collar Capital Management
Wisconsin
$1.56M 128,645 +3,700 +3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.54M 126,878 +126,878 New
VAM
16
Verity Asset Management
North Carolina
$1.52M 125,230 -693 -0.6%
LPL Financial
17
LPL Financial
California
$1.3M 107,521 -65,443 -38%
WAM
18
Wolverine Asset Management
Illinois
$943K 77,840 +53,256 +217%
FA
19
Fiduciary Alliance
South Carolina
$859K 70,845 +70,845 New
VIA
20
Virtus Investment Advisers
Connecticut
$794K 65,479 -11,482 -15%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$786K 64,881 -1,105 -2%
GAMC
22
Garner Asset Management Corp
Texas
$699K 57,672 -6,564 -10%
RWP
23
RWA Wealth Partners
Massachusetts
$690K 56,925 -4,350 -7%
RAM
24
Readystate Asset Management
Illinois
$672K 55,411 +29,013 +110%
UBS Group
25
UBS Group
Switzerland
$641K 52,900 -1,516 -3%
1
2 3 4