EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

68 hedge funds and large institutions have $96M invested in Eaton Vance Senior Floating-Rate Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
23
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$19.4M
2
UCFA
United Capital Financial Advisors
Texas
+$443K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$348K
4
Ameriprise
Ameriprise
Minnesota
+$338K
5
WPC
White Pine Capital
Minnesota
+$283K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.32M
2
UBS Group
UBS Group
Switzerland
-$781K
3
HNB
Huntington National Bank
Ohio
-$530K
4
HK
Horizon Kinetics
New York
-$436K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$492K -$36.6K -2,775 -7%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$475K +$51.2K +3,880 +12%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$452K +$6.14K +465 +1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$436K -$166K -12,553 -28%
RPA
30
Rock Point Advisors
Vermont
$336K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$328K -$356K -26,999 -52%
AIM
32
Allen Investment Management
New York
$309K – – –
PAG
33
Private Advisor Group
New Jersey
$299K -$17.1K -1,300 -5%
11A
34
10-15 Associates
New York
$271K -$30.3K -2,300 -10%
SSB
35
Sandy Spring Bank
Maryland
$270K – – –
YP
36
Yellowstone Partners
Idaho
$221K +$16.6K +1,255 +8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$218K +$41.5K +3,150 +24%
Deutsche Bank
38
Deutsche Bank
Germany
$186K -$181K -13,822 -49%
SKK
39
Shepherd Kaplan Krochuk
Massachusetts
$182K -$75.6K -5,713 -29%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$179K +$10.3K +783 +6%
BA
41
Boston Advisors
Massachusetts
$177K – – –
SRC
42
Shufro Rose & Co
New York
$169K +$23K +1,750 +16%
PCM
43
Pointe Capital Management
Michigan
$168K +$5.29K +400 +3%
GW
44
GW & Wade
Massachusetts
$165K – – –
FA
45
Financial Advantage
Maryland
$163K – – –
SPC
46
Sigma Planning Corp
Michigan
$159K -$74.1K -5,625 -32%
OA
47
Oxbow Advisors
Texas
$152K – – –
SGAM
48
Steinberg Global Asset Management
Florida
$150K +$1.47K +111 +1%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$149K +$149K +11,285 New
DA
50
Doliver Advisors
Texas
$142K -$108K -8,133 -43%
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