EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

78 hedge funds and large institutions have $114M invested in Eaton Vance Senior Floating-Rate Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
19
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.71M
2
Bank of America
Bank of America
North Carolina
+$2.51M
3
SFS
Shaker Financial Services
Virginia
+$1.18M
4
Invesco
Invesco
Georgia
+$1.1M
5
WAM
Wolverine Asset Management
Illinois
+$919K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$2.93M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$2.52M
3
GC
Guggenheim Capital
Illinois
-$1.1M
4
AAM
Advisors Asset Management
Colorado
-$906K
5
MSAM
Moloney Securities Asset Management
Missouri
-$577K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$919K +$919K +63,699 New
AAM
27
Aureus Asset Management
Massachusetts
$895K – – –
GAMC
28
Garner Asset Management Corp
Texas
$857K -$10K -696 -1%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$798K +$798K +55,246 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$782K -$552K -38,231 -41%
COLIM
31
City of London Investment Management
United Kingdom
$688K +$688K +47,664 New
SF
32
Synovus Financial
Georgia
$643K +$141K +9,728 +28%
ACP
33
Aviance Capital Partners
Florida
$527K +$527K +36,526 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$493K -$2.26K -156 -0.5%
DC
35
Davenport & Co
Virginia
$475K -$13K -900 -3%
CIA
36
Capital Investment Advisors
Georgia
$435K -$15.1K -1,050 -3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$432K +$51.3K +3,554 +13%
DA
38
Doliver Advisors
Texas
$416K +$416K +28,803 New
LPL Financial
39
LPL Financial
California
$383K +$103K +7,124 +37%
FAIM
40
Financial Advocates Investment Management
Washington
$353K +$353K +24,458 New
WAM
41
Weiss Asset Management
Massachusetts
$343K +$343K +23,766 New
Squarepoint
42
Squarepoint
New York
$305K +$305K +21,091 New
CAN
43
Cetera Advisor Networks
California
$300K +$300K +20,877 New
SSB
44
Sandy Spring Bank
Maryland
$296K – – –
HK
45
Horizon Kinetics
New York
$291K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$272K -$20.4K -1,417 -7%
BCM
47
Breiter Capital Management
Florida
$269K +$269K +18,632 New
SRC
48
Shufro Rose & Co
New York
$264K +$264K +18,300 New
SWP
49
Stratos Wealth Partners
Ohio
$261K +$12.4K +860 +5%
YP
50
Yellowstone Partners
Idaho
$241K +$275 +19 +0.1%
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