EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $99.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
23
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16M
2
MHIC
2
Marble Harbor Investment Counsel
Massachusetts
$9.47M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.89M
4
AAM
4
Advisors Asset Management
Colorado
$3.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.21M

Top Sellers

1
OCM
1
Oaktree Capital Management
California
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$151K
4
PAS
4
Park Avenue Securities
New York
$0
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$476K – – –
VEA
27
Virtus ETF Advisers
New York
$427K -$140K -11,020 -25%
SRC
28
Shufro Rose & Co
New York
$396K – – –
SCA
29
Sandy Cove Advisors
Massachusetts
$332K +$418 +33 +0.1%
Cerity Partners
30
Cerity Partners
New York
$304K +$304K +24,000 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$301K +$38.6K +3,052 +15%
WWM
32
Wagner Wealth Management
South Carolina
$291K +$5.57K +440 +2%
OC
33
Oppenheimer & Co
New York
$287K +$287K +22,684 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$275K -$25.4K -2,008 -8%
AAS
35
Avantax Advisory Services
Texas
$273K +$60.7K +4,798 +29%
SSB
36
Sandy Spring Bank
Maryland
$260K – – –
HCM
37
Highlander Capital Management
New Jersey
$255K -$13.6K -1,075 -5%
HKAM
38
Horizon Kinetics Asset Management
New York
$253K – – –
CPA
39
Cardiff Park Advisors
California
$252K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$247K +$247K +19,479 New
RJA
41
Raymond James & Associates
Florida
$225K +$15.6K +1,230 +7%
AUIM
42
Aegon USA Investment Management
Iowa
$216K -$601K -47,474 -74%
OA
43
Oxbow Advisors
Texas
$214K -$3.8K -300 -2%
PFS
44
Prospera Financial Services
Texas
$211K +$1.44K +114 +0.7%
AO
45
Advisor OS
Illinois
$210K +$210K +16,623 New
FAG
46
Fortitude Advisory Group
Washington
$195K +$279 +22 +0.1%
WS
47
Wedbush Securities
California
$191K -$25.8K -2,039 -12%
Nomura Holdings
48
Nomura Holdings
Japan
$190K +$190K +15,020 New
CIA
49
Concurrent Investment Advisors
Florida
$189K +$189K +14,918 New
TFCP
50
Twin Focus Capital Partners
Massachusetts
$177K – – –
1
2
3 4