EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $89.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.55M
3
AA
3
Altman Advisors
Illinois
$472K
4
Cohen & Steers
4
Cohen & Steers
New York
$5.03M
5
Bank of America
5
Bank of America
North Carolina
$12.4M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.17M
2
1CP
2
1607 Capital Partners
Virginia
$0
3
OCM
3
Oaktree Capital Management
California
$2.98M
4
Invesco
4
Invesco
Georgia
$5.93M
5
AA
5
AQR Arbitrage
Connecticut
$808K
Name Market Value Shares Shares
Change 		Shares
Change %
BA
26
Ballew Advisors
Mississippi
$690K 58,093 -20,703 -26%
SIA
27
Sit Investment Associates
Minnesota
$577K 47,685 – –
TA
28
Tactive Advisors
Florida
$563K 46,463 +1,548 +3%
IWN
29
Independent Wealth Network
Iowa
$558K 46,116 +4,614 +11%
VEA
30
Virtus ETF Advisers
New York
$542K 44,758 +19,860 +80%
AA
31
Altman Advisors
Illinois
$472K 38,936 +38,936 New
WMG
32
WESCAP Management Group
California
$455K 37,600 – –
RVPG
33
Relative Value Partners Group
$410K 33,842 -15,754 -32%
SRC
34
Shufro Rose & Co
New York
$396K 32,700 – –
SCA
35
Sandy Cove Advisors
Massachusetts
$317K 26,209 +230 +0.9%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$287K 23,719 -666 -3%
WWM
37
Wagner Wealth Management
South Carolina
$273K 22,510 – –
HCM
38
Highlander Capital Management
New Jersey
$257K 21,217 +883 +4%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$251K 20,731 +20,731 New
PHS
40
Pekin Hardy Strauss
Illinois
$248K 20,500 -7,100 -26%
SSB
41
Sandy Spring Bank
Maryland
$248K 20,500 – –
HKAM
42
Horizon Kinetics Asset Management
New York
$242K 20,001 – –
CPA
43
Cardiff Park Advisors
California
$241K 19,883 – –
SPC
44
Sigma Planning Corp
Michigan
$227K 18,774 +3,039 +19%
OA
45
Oxbow Advisors
Texas
$209K 17,222 -17,274 -50%
WS
46
Wedbush Securities
California
$208K 17,150 -475 -3%
AAS
47
Avantax Advisory Services
Texas
$203K 16,726 +1,302 +8%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$201K 16,623 – –
PFS
49
Prospera Financial Services
Texas
$200K 16,535 -1,089 -6%
RJA
50
Raymond James & Associates
Florida
$200K 16,515 -3,700 -18%
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