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 %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$176K +$3.25K +268 +2%
SPC
52
Sigma Planning Corp
Michigan
$173K +$1.18K +97 +0.7%
WS
53
Wedbush Securities
California
$170K -$61.8K -5,104 -27%
Corient Private Wealth
54
Corient Private Wealth
Florida
$150K -$13.7K -1,130 -8%
P
55
&Partners
Tennessee
$146K -$2.75K -227 -2%
OA
56
Oxbow Advisors
Texas
$141K -$42.4K -3,500 -23%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$137K +$654 +54 +0.5%
Stifel Financial
58
Stifel Financial
Missouri
$136K -$5.79K -478 -4%
ACP
59
Aviance Capital Partners
Florida
$133K – – –
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$130K +$130K +10,733 New
SF
61
Synovus Financial
Georgia
$130K – – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$130K – – –
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$127K +$127K +10,508 New
IWM
64
IHT Wealth Management
Illinois
$127K – – –
CFB
65
Cullen/Frost Bankers
Texas
$121K – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$114K -$238K -18,576 -68%
SPIA
67
Steward Partners Investment Advisory
New York
$102K +$3.03K +250 +3%
JEST
68
JTC Employer Solutions Trustee
Jersey
$85K – – –
DF
69
Dunhill Financial
United Kingdom
$70.1K -$12.1K -1,000 -15%
Comerica Bank
70
Comerica Bank
Texas
$66.7K +$30.3K +2,500 +83%
MA
71
Montag & Associates
Georgia
$59.7K – – –
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$31.6K -$12.1K -1,000 -28%
NS
73
NBC Securities
Alabama
$25K -$3.61K -300 -13%
BC
74
Barrett & Company
Rhode Island
$24.2K – – –
HI
75
Harbour Investments
Wisconsin
$21K – – –
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3
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