EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

78 hedge funds and large institutions have $86.8M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
27
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCP
1
Shorepoint Capital Partners
Massachusetts
$3.93M
2
OCM
2
Oaktree Capital Management
California
$2.75M
3
RJA
3
Raymond James & Associates
Florida
$3.38M
4
Invesco
4
Invesco
Georgia
$5.57M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.84M

Top Sellers

1
IC
1
Intersect Capital
California
$397K
2
GP
2
Geneva Partners
Wisconsin
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.21M
4
VWA
4
V Wealth Advisors
Kansas
$0
5
WPC
5
White Pine Capital
Minnesota
$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$600K – – –
CPA
27
Cardiff Park Advisors
California
$588K -$123K -10,000 -17%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$582K +$56.7K +4,621 +11%
LCM
29
Landscape Capital Management
New Jersey
$468K +$264K +21,523 +130%
VEA
30
Virtus ETF Advisers
New York
$452K +$55.3K +4,500 +14%
SRC
31
Shufro Rose & Co
New York
$425K – – –
PFS
32
Prospera Financial Services
Texas
$416K +$73.6K +6,000 +22%
IC
33
Intersect Capital
California
$397K -$1.89M -153,722 -83%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$331K +$93.5K +7,621 +39%
SCA
35
Sandy Cove Advisors
Massachusetts
$318K +$178K +14,519 +128%
AAM
36
Advisors Asset Management
Colorado
$315K -$369K -30,102 -54%
SWP
37
Stratos Wealth Partners
Ohio
$271K +$135 +11 +0%
SFO
38
Standard Family Office
South Dakota
$270K +$270K +22,000 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$263K -$65K -5,285 -20%
SA
40
SFI Advisors
New Jersey
$263K – – –
HCM
41
Highlander Capital Management
New Jersey
$259K +$3.1K +252 +1%
SSB
42
Sandy Spring Bank
Maryland
$252K – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$246K +$43.4K +3,532 +21%
HKAM
44
Horizon Kinetics Asset Management
New York
$245K – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$226K +$80.3K +6,543 +55%
CAN
46
Cetera Advisor Networks
California
$214K -$65.1K -5,297 -23%
ACP
47
Aviance Capital Partners
Florida
$204K – – –
SPC
48
Sigma Planning Corp
Michigan
$201K +$43.3K +3,530 +27%
WS
49
Wedbush Securities
California
$199K +$5.9K +481 +3%
FAIM
50
Financial Advocates Investment Management
Washington
$193K -$40.6K -3,313 -17%
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