EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

85 hedge funds and large institutions have $102M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37M
2
NA
NewEdge Advisors
Louisiana
+$2.03M
3
WPC
White Pine Capital
Minnesota
+$1.11M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$954K
5
GP
Geneva Partners
Wisconsin
+$903K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
2
Invesco
Invesco
Georgia
-$1.57M
3
UBS Group
UBS Group
Switzerland
-$600K
4
AAM
Advisors Asset Management
Colorado
-$580K
5
QP
Quilter Plc
United Kingdom
-$442K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$721K – – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$715K -$14K -949 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$691K -$1.66M -112,060 -71%
SRC
29
Shufro Rose & Co
New York
$511K – – –
VWA
30
V Wealth Advisors
Kansas
$443K -$6.28K -425 -1%
PFS
31
Prospera Financial Services
Texas
$412K +$29.5K +2,000 +8%
VEA
32
Virtus ETF Advisers
New York
$394K -$83.3K -5,643 -17%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$362K +$188K +12,730 +108%
SA
34
SFI Advisors
New Jersey
$323K +$323K +21,440 New
HCM
35
Highlander Capital Management
New Jersey
$306K +$3.01K +204 +1%
SSB
36
Sandy Spring Bank
Maryland
$303K – – –
FAIM
37
Financial Advocates Investment Management
Washington
$300K -$44.4K -3,012 -13%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$295K -$63.4K -4,299 -18%
DJSG
39
D.J. St. Germain
Massachusetts
$295K – – –
HKAM
40
Horizon Kinetics Asset Management
New York
$295K – – –
WANY
41
Wealthspire Advisors (New York)
New York
$295K +$295K +20,000 New
SWP
42
Stratos Wealth Partners
Ohio
$277K +$133 +9 +0%
IWN
43
Independent Wealth Network
Iowa
$246K +$246K +16,634 New
ACP
44
Aviance Capital Partners
Florida
$245K -$22.8K -1,543 -9%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$242K +$47.7K +3,237 +25%
CL
46
CPWM LLC
Washington
$218K – – –
LWP
47
Lumature Wealth Partners
Georgia
$218K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$207K -$43K -2,916 -17%
TFCP
49
Twin Focus Capital Partners
Massachusetts
$207K – – –
CAN
50
Cetera Advisor Networks
California
$203K +$7.37K +500 +4%
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