EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

90 hedge funds and large institutions have $86.2M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.4M
2
Cohen & Steers
Cohen & Steers
New York
+$906K
3
RVPG
Relative Value Partners Group
+$619K
4
Wells Fargo
Wells Fargo
California
+$515K
5
Ameriprise
Ameriprise
Minnesota
+$439K

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$1.43M
2
WAM
Wolverine Asset Management
Illinois
-$909K
3
VF
Virtu Financial
New York
-$410K
4
Invesco
Invesco
Georgia
-$376K
5
LCM
Landscape Capital Management
New Jersey
-$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
AUIM
26
Aegon USA Investment Management
Iowa
$731K – – –
GAMC
27
Garner Asset Management Corp
Texas
$688K -$10.2K -896 -1%
RVPG
28
Relative Value Partners Group
$619K +$619K +54,629 New
IWN
29
Independent Wealth Network
Iowa
$535K +$11.9K +1,047 +2%
WMG
30
WESCAP Management Group
California
$426K – – –
OA
31
Oxbow Advisors
Texas
$386K +$4.78K +422 +1%
SRC
32
Shufro Rose & Co
New York
$370K – – –
TA
33
Tactive Advisors
Florida
$359K +$359K +31,671 New
PHS
34
Pekin Hardy Strauss
Illinois
$313K -$22K -1,942 -7%
RJA
35
Raymond James & Associates
Florida
$309K -$87.2K -7,697 -22%
SCA
36
Sandy Cove Advisors
Massachusetts
$294K +$89.2K +7,875 +44%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$292K +$17K +1,500 +6%
VEA
38
Virtus ETF Advisers
New York
$288K -$18.8K -1,658 -6%
WAM
39
Wolverine Asset Management
Illinois
$285K -$909K -80,217 -76%
Cerity Partners
40
Cerity Partners
New York
$272K +$272K +24,000 New
SSB
41
Sandy Spring Bank
Maryland
$232K – – –
HKAM
42
Horizon Kinetics Asset Management
New York
$227K – – –
HCM
43
Highlander Capital Management
New Jersey
$226K +$1.5K +133 +0.7%
CPA
44
Cardiff Park Advisors
California
$225K – – –
WS
45
Wedbush Securities
California
$221K +$45.9K +4,058 +26%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$208K -$119K -10,530 -36%
PFS
47
Prospera Financial Services
Texas
$199K +$918 +81 +0.5%
WWM
48
Wagner Wealth Management
South Carolina
$191K +$62.9K +5,549 +49%
FAIM
49
Financial Advocates Investment Management
Washington
$178K – – –
Jane Street
50
Jane Street
New York
$175K +$175K +15,482 New
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