EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

81 hedge funds and large institutions have $86.4M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.51M
3
GC
Guggenheim Capital
Illinois
+$1.46M
4
WPC
White Pine Capital
Minnesota
+$1.28M
5
SFS
Shaker Financial Services
Virginia
+$788K

Top Sellers

1
PCM
Penserra Capital Management
California
-$11.7M
2
CIA
Capital Investment Advisors
Georgia
-$2.65M
3
NA
NewEdge Advisors
Louisiana
-$1.42M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$954K
5
GP
Geneva Partners
Wisconsin
-$669K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
26
V Wealth Advisors
Kansas
$671K +$268K +20,000 +67%
WMG
27
WESCAP Management Group
California
$655K – – –
IWN
28
Independent Wealth Network
Iowa
$614K +$391K +29,134 +175%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$574K -$75.6K -5,639 -12%
SRC
30
Shufro Rose & Co
New York
$464K – – –
VEA
31
Virtus ETF Advisers
New York
$433K +$75.4K +5,625 +21%
HF
32
HRT Financial
New York
$425K +$425K +31,762 New
NA
33
NewEdge Advisors
Louisiana
$417K -$1.42M -106,247 -77%
PFS
34
Prospera Financial Services
Texas
$374K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$358K +$29.2K +2,176 +9%
CAN
36
Cetera Advisor Networks
California
$305K +$120K +8,948 +65%
SWP
37
Stratos Wealth Partners
Ohio
$296K +$43.9K +3,269 +17%
HCM
38
Highlander Capital Management
New Jersey
$279K +$1.38K +103 +0.5%
SSB
39
Sandy Spring Bank
Maryland
$275K – – –
DJSG
40
D.J. St. Germain
Massachusetts
$268K – – –
HKAM
41
Horizon Kinetics Asset Management
New York
$268K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$260K -$8.52K -634 -3%
FAIM
43
Financial Advocates Investment Management
Washington
$255K -$17.4K -1,300 -6%
ACP
44
Aviance Capital Partners
Florida
$223K – – –
LCM
45
Landscape Capital Management
New Jersey
$222K +$222K +16,581 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$221K +$831 +62 +0.4%
WS
47
Wedbush Securities
California
$211K +$26.8K +2,004 +15%
WAM
48
Wolverine Asset Management
Illinois
$211K +$211K +15,750 New
CL
49
CPWM LLC
Washington
$200K – – –
LWP
50
Lumature Wealth Partners
Georgia
$198K – – –
1
2
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