EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

67 hedge funds and large institutions have $82.4M invested in Eaton Vance Senior Floating-Rate Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
22
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$2.08M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.06M
3
CA
Cornerstone Advisors
North Carolina
+$1.3M
4
WPC
White Pine Capital
Minnesota
+$779K
5
DA
Doliver Advisors
Texas
+$753K

Top Sellers

1
LCM
Levitt Capital Management
Florida
-$1.75M
2
GC
Guggenheim Capital
Illinois
-$1.71M
3
ARC
Absolute Return Capital
Massachusetts
-$1.35M
4
NES
New England Securities
New York
-$679K
5
Morgan Stanley
Morgan Stanley
New York
-$626K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
26
White Pine Capital
Minnesota
$779K +$779K +52,370 New
CIA
27
Capital Investment Advisors
Georgia
$767K -$65.5K -4,403 -8%
DA
28
Doliver Advisors
Texas
$753K +$753K +50,631 New
M&T Bank
29
M&T Bank
New York
$613K – – –
Deutsche Bank
30
Deutsche Bank
Germany
$613K +$8.9K +600 +1%
SFS
31
Shaker Financial Services
Virginia
$553K +$553K +37,160 New
WAM
32
Wolverine Asset Management
Illinois
$491K +$292K +19,642 +146%
SIA
33
SeaBridge Investment Advisors
New Jersey
$476K +$9.82K +660 +2%
PAG
34
Private Advisor Group
New Jersey
$455K -$3.57K -240 -0.8%
B
35
Baird
Wisconsin
$449K +$449K +30,211 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$403K +$166K +11,157 +70%
Cohen & Steers
37
Cohen & Steers
New York
$398K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$383K -$70.5K -4,746 -16%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$369K -$9.51K -640 -3%
SGAM
40
Steinberg Global Asset Management
Florida
$364K +$1.5K +101 +0.4%
SKK
41
Shepherd Kaplan Krochuk
Massachusetts
$361K – – –
BRWA
42
B. Riley Wealth Advisors
Florida
$332K +$169K +21,929 +104%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$285K -$685 -46 -0.2%
BFIM
44
Beese Fulmer Investment Management
Ohio
$283K -$3.72K -250 -1%
11A
45
10-15 Associates
New York
$279K +$40.5K +2,725 +17%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$225K +$196K +13,200 +689%
NES
47
New England Securities
New York
$217K -$679K -45,588 -76%
YP
48
Yellowstone Partners
Idaho
$217K +$3.63K +244 +2%
Citigroup
49
Citigroup
New York
$196K +$37.1K +2,491 +23%
FA
50
Financial Advantage
Maryland
$184K – – –
1
2
3