EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

74 hedge funds and large institutions have $115M invested in Eaton Vance Senior Floating-Rate Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
29
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.8M
2
GC
Guggenheim Capital
Illinois
+$997K
3
Ameriprise
Ameriprise
Minnesota
+$971K
4
Invesco
Invesco
Georgia
+$891K
5
IA
IFP Advisors
Florida
+$524K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$3.03M
2
LCM
Laurion Capital Management
New York
-$1.95M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.7M
4
UCFA
United Capital Financial Advisors
Texas
-$1.64M
5
OHA
Oak Hill Advisors
New York
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$953K -$17.4K -1,228 -2%
RJA
27
Raymond James & Associates
Florida
$919K +$299K +21,186 +48%
KJHP
28
K.J. Harrison & Partners
Ontario, Canada
$827K +$49.5K +3,500 +6%
PCP
29
Proficio Capital Partners
Massachusetts
$802K +$53.1K +3,760 +7%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$741K -$27.4K -1,942 -4%
CIA
31
Choate Investment Advisors
Massachusetts
$717K +$279K +19,749 +64%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$645K +$129K +9,094 +25%
CIA
33
Capital Investment Advisors
Georgia
$584K +$21K +1,486 +4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$527K +$44.8K +3,170 +9%
PAG
35
Private Advisor Group
New Jersey
$495K -$8.31K -586 -2%
DC
36
Davenport & Co
Virginia
$458K -$17.2K -1,215 -4%
COLIM
37
City of London Investment Management
United Kingdom
$425K – – –
NPC
38
National Planning Corporation
California
$393K +$63.3K +4,504 +19%
HK
39
Horizon Kinetics
New York
$313K -$702K -49,661 -69%
11A
40
10-15 Associates
New York
$308K -$2.48K -175 -0.8%
ICOA
41
Investment Centers of America
North Dakota
$308K +$42.7K +3,025 +16%
VKH
42
Virtu KCG Holdings
New York
$303K +$49K +3,473 +19%
SSB
43
Sandy Spring Bank
Maryland
$290K – – –
SRC
44
Shufro Rose & Co
New York
$276K -$192K – –
YP
45
Yellowstone Partners
Idaho
$248K +$538 +38 +0.2%
MFS
46
MSI Financial Services
Massachusetts
$246K +$139K +9,842 +131%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$225K -$13.9K -980 -6%
OA
48
Oxbow Advisors
Texas
$223K -$102K -7,190 -31%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$223K +$4.65K +316 +2%
SPC
50
Sigma Planning Corp
Michigan
$203K +$35.5K +2,514 +21%
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