EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

84 hedge funds and large institutions have $78M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
19
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$1.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.37M
3
LSC
3
Logan Stone Capital
Illinois
$991K
4
Cohen & Steers
4
Cohen & Steers
New York
$1.74M
5
SFS
5
Shaker Financial Services
Virginia
$2.33M

Top Sellers

1
SCP
1
Shorepoint Capital Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.78M
3
CA
3
CoreCap Advisors
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$628K
5
Bank of America
5
Bank of America
North Carolina
$8.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUIM
26
Aegon USA Investment Management
Iowa
$613K -$78.9K -7,100 -11%
LCM
27
Landscape Capital Management
New Jersey
$592K +$168K +15,143 +40%
WMG
28
WESCAP Management Group
California
$510K -$33K -2,970 -6%
AAM
29
Advisors Asset Management
Colorado
$488K +$203K +18,236 +71%
IWN
30
Independent Wealth Network
Iowa
$483K -$84.7K -7,622 -15%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$464K -$62.3K -5,611 -12%
WAM
32
Wolverine Asset Management
Illinois
$447K +$447K +40,267 New
VAM
33
Verity Asset Management
North Carolina
$428K +$428K +38,538 New
CPA
34
Cardiff Park Advisors
California
$398K -$133K -12,018 -25%
SRC
35
Shufro Rose & Co
New York
$384K – – –
VEA
36
Virtus ETF Advisers
New York
$335K -$74K -6,657 -18%
PFS
37
Prospera Financial Services
Texas
$304K -$72.1K -6,500 -19%
SCA
38
Sandy Cove Advisors
Massachusetts
$288K +$222 +20 +0.1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$255K -$45.1K -4,057 -15%
SFO
40
Standard Family Office
South Dakota
$244K – – –
SA
41
SFI Advisors
New Jersey
$238K – – –
HCM
42
Highlander Capital Management
New Jersey
$237K +$3.01K +271 +1%
SSB
43
Sandy Spring Bank
Maryland
$228K – – –
HKAM
44
Horizon Kinetics Asset Management
New York
$222K – – –
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$194K +$194K +17,460 New
AA
46
AQR Arbitrage
Connecticut
$194K +$194K +17,483 New
WS
47
Wedbush Securities
California
$181K +$733 +66 +0.4%
SPC
48
Sigma Planning Corp
Michigan
$180K -$2.16K -194 -1%
IP
49
Intellectus Partners
California
$178K +$178K +16,000 New
FAIM
50
Financial Advocates Investment Management
Washington
$175K – – –
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2
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