EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $149M invested in Eaton Vance Senior Floating-Rate Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
4
Increased
26
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OHA
Oak Hill Advisors
New York
+$3.51M
2
Morgan Stanley
Morgan Stanley
New York
+$2.79M
3
SCM
Saba Capital Management
New York
+$1.52M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.5M
5
Ameriprise
Ameriprise
Minnesota
+$720K

Top Sellers

1
Invesco
Invesco
Georgia
-$1.28M
2
Cohen & Steers
Cohen & Steers
New York
-$833K
3
SCP
Shorepoint Capital Partners
Massachusetts
-$641K
4
Bank of America
Bank of America
North Carolina
-$602K
5
WMG
WESCAP Management Group
California
-$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
26
Robinson Capital Management
Michigan
$1.14M – – –
AA
27
AQR Arbitrage
Connecticut
$1.05M +$233K +20,064 +28%
OA
28
Oxbow Advisors
Texas
$1.02M – – –
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$978K – – –
LPIC
30
LeJeune Puetz Investment Counsel
Michigan
$889K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$841K -$128K -11,002 -13%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$810K -$14.5K -1,248 -2%
PAS
33
Park Avenue Securities
New York
$686K +$75.2K +6,468 +12%
WMG
34
WESCAP Management Group
California
$682K -$555K -47,798 -45%
IP
35
Intellectus Partners
California
$662K -$149K -12,845 -18%
GAMC
36
Garner Asset Management Corp
Texas
$638K -$976 -84 -0.2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$547K +$397K +34,186 +266%
PPA
38
Parametric Portfolio Associates
Washington
$526K +$8.62K +741 +2%
FAIM
39
Financial Advocates Investment Management
Washington
$426K -$47.4K -4,075 -10%
CL
40
CPWM LLC
Washington
$400K +$24.5K +2,110 +7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$385K -$36.9K -3,174 -9%
LPL Financial
42
LPL Financial
California
$361K -$13K -1,121 -3%
SRC
43
Shufro Rose & Co
New York
$337K – – –
SPC
44
Sigma Planning Corp
Michigan
$311K +$169K +14,531 +119%
ACP
45
Aviance Capital Partners
Florida
$297K – – –
VEA
46
Virtus ETF Advisers
New York
$296K -$85.5K -7,352 -22%
Stifel Financial
47
Stifel Financial
Missouri
$284K -$1.44K -124 -0.5%
SFS
48
Shaker Financial Services
Virginia
$263K +$88.2K +7,581 +50%
HCM
49
Highlander Capital Management
New Jersey
$257K +$2.83K +243 +1%
SSB
50
Sandy Spring Bank
Maryland
$238K – – –
1
2
3 4