EFR

Eaton Vance Senior Floating-Rate Fund

86 hedge funds and large institutions have $95M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.13M
2 +$3.27M
3 +$1.54M
4
Invesco
Invesco
Georgia
+$1.36M
5
FA
Fiduciary Alliance
South Carolina
+$859K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$640K
CIA
27
Capital Investment Advisors
Georgia
$597K
AA
28
Altman Advisors
Illinois
$554K
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$467K
SFS
30
Shaker Financial Services
Virginia
$446K
BHWM
31
Beaird Harris Wealth Management
Texas
$423K
BA
32
Ballew Advisors
Mississippi
$367K
OC
33
Oppenheimer & Co
New York
$365K
OPWM
34
Oregon Pacific Wealth Management
Oregon
$337K
HKAM
35
Horizon Kinetics Asset Management
New York
$337K
SCA
36
Sandy Cove Advisors
Massachusetts
$318K
Calamos Advisors
37
Calamos Advisors
Illinois
$315K
SRC
38
Shufro Rose & Co
New York
$315K
MCM
39
MAI Capital Management
Ohio
$312K
WMG
40
WESCAP Management Group
California
$295K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$257K
AUB
42
Atlantic Union Bankshares
Virginia
$248K
CPA
43
Cardiff Park Advisors
California
$241K
PFS
44
Prospera Financial Services
Texas
$227K
FAG
45
Fortitude Advisory Group
Washington
$226K
PAG
46
Private Advisor Group
New Jersey
$222K
AAS
47
Avantax Advisory Services
Texas
$202K
CIA
48
Concurrent Investment Advisors
Florida
$181K
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$180K
AUIM
50
Aegon USA Investment Management
Iowa
$179K