EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

75 hedge funds and large institutions have $115M invested in Eaton Vance Senior Floating-Rate Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
20
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.39M
2
Invesco
Invesco
Georgia
+$1.6M
3
Ameriprise
Ameriprise
Minnesota
+$1.31M
4
Millennium Management
Millennium Management
New York
+$420K
5
WPC
White Pine Capital
Minnesota
+$296K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$2.37M
2
Cohen & Steers
Cohen & Steers
New York
-$2.24M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.79M
4
SFS
Shaker Financial Services
Virginia
-$1.18M
5
WAM
Wolverine Asset Management
Illinois
-$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAMC
26
Garner Asset Management Corp
Texas
$874K -$3.96K -268 -0.5%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$826K +$9.55K +646 +1%
COLIM
28
City of London Investment Management
United Kingdom
$705K – – –
AAM
29
Aureus Asset Management
Massachusetts
$695K -$222K -15,000 -24%
SF
30
Synovus Financial
Georgia
$678K +$24.1K +1,642 +4%
Millennium Management
31
Millennium Management
New York
$647K +$420K +28,410 +185%
ACP
32
Aviance Capital Partners
Florida
$539K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$494K -$9.83K -665 -2%
DC
34
Davenport & Co
Virginia
$486K – – –
CIA
35
Capital Investment Advisors
Georgia
$457K +$10.9K +740 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$438K -$3.85K -261 -0.9%
HCM
37
Highlander Capital Management
New Jersey
$386K +$152K +10,350 +65%
FAIM
38
Financial Advocates Investment Management
Washington
$345K -$16.2K -1,100 -4%
LPL Financial
39
LPL Financial
California
$329K -$63.5K -4,293 -16%
SSB
40
Sandy Spring Bank
Maryland
$303K – – –
HK
41
Horizon Kinetics
New York
$301K +$3.69K +250 +1%
SRC
42
Shufro Rose & Co
New York
$270K -$264K -18,300 Closed
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$268K -$10.1K -686 -4%
SWP
44
Stratos Wealth Partners
Ohio
$267K – – –
SPC
45
Sigma Planning Corp
Michigan
$234K +$2.26K +153 +1%
RTS
46
Round Table Services
New Jersey
$214K +$214K +14,450 New
BCM
47
Breiter Capital Management
Florida
$210K -$65.8K -4,444 -24%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$207K – – –
DAS
49
Dynamic Advisor Solutions
Arizona
$204K +$204K +13,785 New
PAG
50
Private Advisor Group
New Jersey
$199K +$199K +13,466 New
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