EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

80 hedge funds and large institutions have $83.8M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
30
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.88M
2
GC
2
Guggenheim Capital
Illinois
$6.59M
3
MWA
3
Midland Wealth Advisors
Illinois
$355K
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
VEA
5
Virtus ETF Advisers
New York
$759K

Top Sellers

1
MHIC
1
Marble Harbor Investment Counsel
Massachusetts
$3.27M
2
Bank of America
2
Bank of America
North Carolina
$11.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$321K
4
Invesco
4
Invesco
Georgia
$4.92M
5
WPC
5
White Pine Capital
Minnesota
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$363K 27,734 +3,901 +16%
MWA
27
Midland Wealth Advisors
Illinois
$355K 27,136 +27,136 New
SCA
28
Sandy Cove Advisors
Massachusetts
$344K 26,322 -66 -0.3%
OC
29
Oppenheimer & Co
New York
$336K 25,723 +1,883 +8%
Osaic Holdings
30
Osaic Holdings
Arizona
$321K 24,533 -99,855 -80%
Cerity Partners
31
Cerity Partners
New York
$314K 24,000 – –
AAS
32
Avantax Advisory Services
Texas
$314K 23,999 +1,400 +6%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$313K 23,939 +13,664 +133%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$283K 21,638 – –
SSB
35
Sandy Spring Bank
Maryland
$268K 20,500 – –
HKAM
36
Horizon Kinetics Asset Management
New York
$262K 20,001 – –
CPA
37
Cardiff Park Advisors
California
$260K 19,883 – –
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$220K 16,640 +17 +0.1%
AO
39
Advisor OS
Illinois
$217K 16,623 – –
FAG
40
Fortitude Advisory Group
Washington
$198K 15,147 +765 +5%
WS
41
Wedbush Securities
California
$198K 15,164 +23 +0.2%
OA
42
Oxbow Advisors
Texas
$198K 15,100 -422 -3%
CIA
43
Concurrent Investment Advisors
Florida
$195K 14,917 -1 -0%
RJA
44
Raymond James & Associates
Florida
$193K 14,744 -93 -0.6%
JWCA
45
J.W. Cole Advisors
Florida
$188K 14,394 +4,066 +39%
PFS
46
Prospera Financial Services
Texas
$180K 13,756 +95 +0.7%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$177K 13,453 +198 +1%
Corient Private Wealth
48
Corient Private Wealth
Florida
$176K 13,491 – –
SPC
49
Sigma Planning Corp
Michigan
$176K 13,469 -1,295 -9%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$166K 12,703 +12,703 New
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