EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

81 hedge funds and large institutions have $88M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
-9
Holders Change %
-10%
% 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
3
Increased
20
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$1.01M
2
AAM
2
Advisors Asset Management
Colorado
$2.01M
3
AA
3
AQR Arbitrage
Connecticut
$1.24M
4
Invesco
4
Invesco
Georgia
$6.26M
5
Ameriprise
5
Ameriprise
Minnesota
$3.57M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$560K
2
GC
2
Guggenheim Capital
Illinois
$6.13M
3
SFS
3
Shaker Financial Services
Virginia
$2.6M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AUIM
26
Aegon USA Investment Management
Iowa
$758K 64,544 – –
RVPG
27
Relative Value Partners Group
$583K 49,596 -5,033 -9%
SIA
28
Sit Investment Associates
Minnesota
$560K 47,685 -66,246 -58%
TA
29
Tactive Advisors
Florida
$528K 44,915 +13,244 +42%
IWN
30
Independent Wealth Network
Iowa
$488K 41,502 -5,689 -12%
WMG
31
WESCAP Management Group
California
$442K 37,600 – –
OA
32
Oxbow Advisors
Texas
$405K 34,496 +400 +1%
SRC
33
Shufro Rose & Co
New York
$384K 32,700 – –
PHS
34
Pekin Hardy Strauss
Illinois
$324K 27,600 – –
SCA
35
Sandy Cove Advisors
Massachusetts
$305K 25,979 +30 +0.1%
VEA
36
Virtus ETF Advisers
New York
$293K 24,898 -531 -2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$287K 24,385 -1,445 -6%
Cerity Partners
38
Cerity Partners
New York
$282K 24,000 – –
WWM
39
Wagner Wealth Management
South Carolina
$264K 22,510 +5,620 +33%
SSB
40
Sandy Spring Bank
Maryland
$241K 20,500 – –
HCM
41
Highlander Capital Management
New Jersey
$239K 20,334 +355 +2%
RJA
42
Raymond James & Associates
Florida
$238K 20,215 -7,098 -26%
HKAM
43
Horizon Kinetics Asset Management
New York
$235K 20,001 – –
CPA
44
Cardiff Park Advisors
California
$234K 19,883 – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$210K 17,861 -500 -3%
PFS
46
Prospera Financial Services
Texas
$207K 17,624 +100 +0.6%
WS
47
Wedbush Securities
California
$207K 17,625 -1,901 -10%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$195K 16,623 +16,623 New
SPC
49
Sigma Planning Corp
Michigan
$185K 15,735 +318 +2%
FAIM
50
Financial Advocates Investment Management
Washington
$185K 15,734 – –
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