EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

68 hedge funds and large institutions have $79.6M invested in Eaton Vance Senior Floating-Rate Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
11
Increased
21
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Levitt Capital Management
Florida
+$2.8M
2
RCM
Robinson Capital Management
Michigan
+$2.64M
3
MIG
Mariner Investment Group
New York
+$1.61M
4
RCA
Restructuring Capital Associates
Connecticut
+$1.56M
5
UCFA
United Capital Financial Advisors
Texas
+$866K

Top Sellers

1
PP
Paloma Partners
Connecticut
-$1.12M
2
Ameriprise
Ameriprise
Minnesota
-$749K
3
Citigroup
Citigroup
New York
-$527K
4
WAM
Weiss Asset Management
Massachusetts
-$399K
5
AI
Atria Investments
North Carolina
-$385K
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
51
Advisory Research
Illinois
$149K +$149K +9,845 New
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$105K +$70.2K +4,700 +204%
WT
53
Whittier Trust
California
$85K – – –
AWM
54
Avior Wealth Management
Nebraska
$63K +$63K +4,150 New
WA
55
WFG Advisors
Texas
$56K – – –
CMO
56
Covenant Multifamily Offices
Texas
$36K – – –
LNB
57
Ledyard National Bank
$35K – – –
AIG
58
American International Group
New York
$34.9K -$155K -10,200 -82%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$29K -$200K -13,200 -87%
US Bancorp
60
US Bancorp
Minnesota
$23K – – –
HI
61
Hudock Inc
Pennsylvania
$15K – – –
CTC
62
Central Trust Company
Missouri
$14K – – –
GI
63
Gradient Investments
Minnesota
$13K +$13K +840 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$10K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$9K -$30.7K -2,010 -77%
ECM
66
ETrade Capital Management
Virginia
$4K -$2.15K -155 -35%
WEC
67
Winslow Evans & Crocker
Massachusetts
$3.03K -$3.35K -221 -52%
PP
68
Paloma Partners
Connecticut
– -$1.12M -74,591 Closed
WAM
69
Weiss Asset Management
Massachusetts
– -$399K -26,521 Closed
AI
70
Atria Investments
North Carolina
– -$385K -25,554 Closed
SG Americas Securities
71
SG Americas Securities
New York
– -$347K -23,021 Closed
Creative Planning
72
Creative Planning
Kansas
– -$70K -4,651 Closed
BIM
73
BlackRock Investment Management
Delaware
– -$30K -2,000 Closed
ACM
74
Aviance Capital Management
Florida
– -$11K -700 Closed
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