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 %
Raymond James Financial
26
Raymond James Financial
Florida
$640K 52,793 +5,847 +12%
CIA
27
Capital Investment Advisors
Georgia
$597K 49,263 -2,934 -6%
AA
28
Altman Advisors
Illinois
$554K 55,924 +2,780 +5%
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$467K 38,500 -4,133 -10%
SFS
30
Shaker Financial Services
Virginia
$446K 36,766 +36,766 New
BHWM
31
Beaird Harris Wealth Management
Texas
$423K 34,919 +10,630 +44%
BA
32
Ballew Advisors
Mississippi
$367K 30,148 -5,805 -16%
OC
33
Oppenheimer & Co
New York
$365K 30,143 +2,277 +8%
OPWM
34
Oregon Pacific Wealth Management
Oregon
$337K 27,841 -857 -3%
HKAM
35
Horizon Kinetics Asset Management
New York
$337K 27,801 – –
SCA
36
Sandy Cove Advisors
Massachusetts
$318K 26,248 +31 +0.1%
Calamos Advisors
37
Calamos Advisors
Illinois
$315K 26,031 +26,031 New
SRC
38
Shufro Rose & Co
New York
$315K 25,700 -1,000 -4%
MCM
39
MAI Capital Management
Ohio
$312K 25,726 +372 +1%
WMG
40
WESCAP Management Group
California
$295K 24,303 -13,297 -35%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$257K 21,243 +1,000 +5%
AUB
42
Atlantic Union Bankshares
Virginia
$248K 20,500 +20,500 New
CPA
43
Cardiff Park Advisors
California
$241K 19,883 – –
PFS
44
Prospera Financial Services
Texas
$227K 18,739 +1,272 +7%
FAG
45
Fortitude Advisory Group
Washington
$226K 18,613 – –
PAG
46
Private Advisor Group
New Jersey
$222K 18,285 – –
AAS
47
Avantax Advisory Services
Texas
$202K 16,696 -13,220 -44%
CIA
48
Concurrent Investment Advisors
Florida
$181K 14,917 – –
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$180K 14,831 – –
AUIM
50
Aegon USA Investment Management
Iowa
$179K 14,765 +14,765 New
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