EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

71 hedge funds and large institutions have $86M invested in Eaton Vance Senior Floating-Rate Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
20
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$778K
3
UCFA
United Capital Financial Advisors
Texas
+$757K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$713K
5
GC
Guggenheim Capital
Illinois
+$689K

Top Sellers

1
MIG
Mariner Investment Group
New York
-$2.18M
2
Morgan Stanley
Morgan Stanley
New York
-$1.02M
3
HNB
Huntington National Bank
Ohio
-$904K
4
UBS Group
UBS Group
Switzerland
-$310K
5
TAM
Trust Asset Management
Texas
-$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$552K -$56.9K -4,137 -9%
HNB
27
Huntington National Bank
Ohio
$530K -$904K -62,543 Closed
YMRC
28
Yorktown Management & Research Company
Virginia
$523K +$365K +26,500 +230%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$464K +$464K +33,777 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$442K -$30.5K -2,220 -6%
Deutsche Bank
31
Deutsche Bank
Germany
$385K -$92.8K -6,758 -19%
RPA
32
Rock Point Advisors
Vermont
$350K -$25.5K -1,860 -7%
PAG
33
Private Advisor Group
New Jersey
$330K +$17.6K +1,280 +6%
AIM
34
Allen Investment Management
New York
$322K +$322K +23,426 New
CI
35
CAZ Investments
Texas
$317K -$9.11K -662 -3%
11A
36
10-15 Associates
New York
$314K -$57K -4,150 -15%
SSB
37
Sandy Spring Bank
Maryland
$282K -$13.8K -1,000 -5%
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
$268K – – –
DA
39
Doliver Advisors
Texas
$259K +$259K +18,872 New
SPC
40
Sigma Planning Corp
Michigan
$243K +$64.9K +4,724 +36%
SB
41
Suntrust Banks
Georgia
$218K +$218K +15,862 New
YP
42
Yellowstone Partners
Idaho
$213K +$8.64K +629 +4%
BA
43
Boston Advisors
Massachusetts
$184K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$183K -$64.4K -4,711 -26%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$175K -$52.2K -3,804 -23%
GW
46
GW & Wade
Massachusetts
$172K -$49.1K -3,575 -22%
Stifel Financial
47
Stifel Financial
Missouri
$172K +$172K +12,500 New
FA
48
Financial Advantage
Maryland
$170K – – –
PCM
49
Pointe Capital Management
Michigan
$169K – – –
OA
50
Oxbow Advisors
Texas
$158K – – –
1
2
3