EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

93 hedge funds and large institutions have $413M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
27
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.19M
2
AAM
Advisors Asset Management
Colorado
+$1.09M
3
Wells Fargo
Wells Fargo
California
+$569K
4
Citadel Advisors
Citadel Advisors
Florida
+$352K
5
RAM
Readystate Asset Management
Illinois
+$337K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$4.13M
2
LCM
Landscape Capital Management
New Jersey
-$358K
3
UBS Group
UBS Group
Switzerland
-$333K
4
WAM
Wolverine Asset Management
Illinois
-$315K
5
Ameriprise
Ameriprise
Minnesota
-$195K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$481K – – –
BA
27
Ballew Advisors
Mississippi
$467K -$9.52K -733 -2%
AAS
28
Avantax Advisory Services
Texas
$386K +$96.4K +7,532 +33%
SA
29
SFI Advisors
New Jersey
$377K +$121K +9,434 +47%
OC
30
Oppenheimer & Co
New York
$360K +$17.5K +1,367 +5%
OPWM
31
Oregon Pacific Wealth Management
Oregon
$359K +$359K +28,017 New
HKAM
32
Horizon Kinetics Asset Management
New York
$356K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$352K +$352K +27,512 New
SRC
34
Shufro Rose & Co
New York
$342K -$89.6K -7,000 -21%
SCA
35
Sandy Cove Advisors
Massachusetts
$338K +$397 +31 +0.1%
RAM
36
Readystate Asset Management
Illinois
$337K +$337K +26,363 New
MCM
37
MAI Capital Management
Ohio
$320K +$320K +24,974 New
BHWM
38
Beaird Harris Wealth Management
Texas
$304K +$7.09K +554 +2%
AO
39
Advisor OS
Illinois
$294K -$4.13K -323 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$276K -$422 -33 -0.2%
SSB
41
Sandy Spring Bank
Maryland
$262K – – –
WS
42
Wedbush Securities
California
$256K +$66.8K +5,220 +35%
CPA
43
Cardiff Park Advisors
California
$255K – – –
SWP
44
Stratos Wealth Partners
Ohio
$253K -$13K -1,013 -5%
KIM
45
Kane Investment Management
California
$243K +$243K +19,002 New
Cerity Partners
46
Cerity Partners
New York
$237K -$70.4K -5,500 -23%
FAG
47
Fortitude Advisory Group
Washington
$237K +$28.1K +2,199 +13%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$215K -$63.4K -4,957 -23%
PFS
49
Prospera Financial Services
Texas
$198K +$7.5K +586 +4%
OA
50
Oxbow Advisors
Texas
$193K – – –
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2
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