EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

89 hedge funds and large institutions have $83.7M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
28
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPC
1
White Pine Capital
Minnesota
$4.65M
2
GC
2
Guggenheim Capital
Illinois
$7.36M
3
AAM
3
Advisors Asset Management
Colorado
$4.64M
4
Invesco
4
Invesco
Georgia
$5.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.2M

Top Sellers

1
MHIC
1
Marble Harbor Investment Counsel
Massachusetts
$745K
2
IWN
2
Independent Wealth Network
Iowa
$0
3
Wells Fargo
3
Wells Fargo
California
$1.15M
4
Bank of America
4
Bank of America
North Carolina
$10.4M
5
MWA
5
Midland Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$358K 28,116 +28,116 New
HKAM
27
Horizon Kinetics Asset Management
New York
$354K 27,801 +7,800 +39%
OC
28
Oppenheimer & Co
New York
$342K 26,795 +1,072 +4%
SCA
29
Sandy Cove Advisors
Massachusetts
$336K 26,356 +34 +0.1%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$327K 25,617 +8,977 +54%
WAM
31
Wolverine Asset Management
Illinois
$315K 24,719 +24,719 New
Cerity Partners
32
Cerity Partners
New York
$306K 24,000 – –
AO
33
Advisor OS
Illinois
$297K 23,319 +6,696 +40%
BHWM
34
Beaird Harris Wealth Management
Texas
$296K 23,203 +23,203 New
AAS
35
Avantax Advisory Services
Texas
$288K 22,624 -1,375 -6%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$278K 21,788 -5,946 -21%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$276K 21,610 -28 -0.1%
SWP
38
Stratos Wealth Partners
Ohio
$264K 20,742 +20,742 New
RJA
39
Raymond James & Associates
Florida
$262K 20,526 +5,782 +39%
SSB
40
Sandy Spring Bank
Maryland
$261K 20,500 – –
SA
41
SFI Advisors
New Jersey
$255K 20,006 +20,006 New
CPA
42
Cardiff Park Advisors
California
$254K 19,883 – –
FAG
43
Fortitude Advisory Group
Washington
$208K 16,299 +1,152 +8%
OA
44
Oxbow Advisors
Texas
$193K 15,100 – –
CIA
45
Concurrent Investment Advisors
Florida
$190K 14,917 – –
PFS
46
Prospera Financial Services
Texas
$189K 14,851 +1,095 +8%
WS
47
Wedbush Securities
California
$189K 14,797 -367 -2%
Stifel Financial
48
Stifel Financial
Missouri
$188K 14,721 +2,968 +25%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$187K 14,691 +14,691 New
JWCA
50
J.W. Cole Advisors
Florida
$187K 14,662 +268 +2%
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