EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

85 hedge funds and large institutions have $89.1M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-8
Holders Change %
-8.6%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.97M
2
EFG
Ethos Financial Group
Pennsylvania
+$2.96M
3
VIA
Virtus Investment Advisers
Connecticut
+$943K
4
LPL Financial
LPL Financial
California
+$628K
5
AAM
Advisors Asset Management
Colorado
+$602K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.59M
2
Cohen & Steers
Cohen & Steers
New York
-$1.18M
3
VEA
Virtus ETF Advisers
New York
-$757K
4
SA
SFI Advisors
New Jersey
-$377K
5
GC
Guggenheim Capital
Illinois
-$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$461K – – –
BA
27
Ballew Advisors
Mississippi
$412K -$344 -30 -0.1%
AAS
28
Avantax Advisory Services
Texas
$366K -$2.94K -240 -0.8%
OPWM
29
Oregon Pacific Wealth Management
Oregon
$352K +$8.34K +681 +2%
OC
30
Oppenheimer & Co
New York
$341K -$3.63K -296 -1%
HKAM
31
Horizon Kinetics Asset Management
New York
$341K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$337K +$172K +14,076 +105%
SRC
33
Shufro Rose & Co
New York
$327K – – –
RAM
34
Readystate Asset Management
Illinois
$323K +$429 +35 +0.1%
SCA
35
Sandy Cove Advisors
Massachusetts
$321K -$2.08K -170 -0.6%
MCM
36
MAI Capital Management
Ohio
$311K +$4.66K +380 +2%
WAM
37
Wolverine Asset Management
Illinois
$301K +$301K +24,584 New
BHWM
38
Beaird Harris Wealth Management
Texas
$298K +$6.52K +532 +2%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$295K -$14.4K -1,173 -5%
AO
40
Advisor OS
Illinois
$267K -$14.4K -1,173 -5%
SSB
41
Sandy Spring Bank
Maryland
$251K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$248K -$16.3K -1,334 -6%
CPA
43
Cardiff Park Advisors
California
$244K – – –
WS
44
Wedbush Securities
California
$235K -$10.7K -873 -4%
Cerity Partners
45
Cerity Partners
New York
$227K – – –
PAG
46
Private Advisor Group
New Jersey
$224K +$60K +4,900 +37%
PFS
47
Prospera Financial Services
Texas
$214K +$24.9K +2,030 +13%
FAG
48
Fortitude Advisory Group
Washington
$214K +$1.32K +115 +0.6%
KIM
49
Kane Investment Management
California
$209K -$23.5K -1,919 -10%
JWCA
50
J.W. Cole Advisors
Florida
$200K +$30.4K +2,484 +18%
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