EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $95M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$5.13M
2
Morgan Stanley
Morgan Stanley
New York
$11M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.54M
4
Invesco
Invesco
Georgia
$6.48M
5
FA
Fiduciary Alliance
South Carolina
$859K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.89M
2
GC
Guggenheim Capital
Illinois
$6.63M
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
Bank of America
Bank of America
North Carolina
$9.39M
5
LPL Financial
LPL Financial
California
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$640K +$70.9K +5,847 +12%
CIA
27
Capital Investment Advisors
Georgia
$597K -$35.6K -2,934 -6%
AA
28
Altman Advisors
Illinois
$554K +$27.5K +2,780 +5%
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$467K -$50.1K -4,133 -10%
SFS
30
Shaker Financial Services
Virginia
$446K +$446K +36,766 New
BHWM
31
Beaird Harris Wealth Management
Texas
$423K +$129K +10,630 +44%
BA
32
Ballew Advisors
Mississippi
$367K -$70.6K -5,805 -16%
OC
33
Oppenheimer & Co
New York
$365K +$27.6K +2,277 +8%
OPWM
34
Oregon Pacific Wealth Management
Oregon
$337K -$10.4K -857 -3%
HKAM
35
Horizon Kinetics Asset Management
New York
$337K – – –
SCA
36
Sandy Cove Advisors
Massachusetts
$318K +$376 +31 +0.1%
Calamos Advisors
37
Calamos Advisors
Illinois
$315K +$315K +26,031 New
SRC
38
Shufro Rose & Co
New York
$315K -$12.3K -1,000 -4%
MCM
39
MAI Capital Management
Ohio
$312K +$4.51K +372 +1%
WMG
40
WESCAP Management Group
California
$295K -$161K -13,297 -35%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$257K +$12.1K +1,000 +5%
AUB
42
Atlantic Union Bankshares
Virginia
$248K +$248K +20,500 New
CPA
43
Cardiff Park Advisors
California
$241K – – –
PFS
44
Prospera Financial Services
Texas
$227K +$15.4K +1,272 +7%
FAG
45
Fortitude Advisory Group
Washington
$226K – – –
PAG
46
Private Advisor Group
New Jersey
$222K – – –
AAS
47
Avantax Advisory Services
Texas
$202K -$160K -13,220 -44%
CIA
48
Concurrent Investment Advisors
Florida
$181K – – –
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$180K – – –
AUIM
50
Aegon USA Investment Management
Iowa
$179K +$179K +14,765 New
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