EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

67 hedge funds and large institutions have $82.4M invested in Eaton Vance Senior Floating-Rate Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
22
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$2.08M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.06M
3
CA
Cornerstone Advisors
North Carolina
+$1.3M
4
WPC
White Pine Capital
Minnesota
+$779K
5
DA
Doliver Advisors
Texas
+$753K

Top Sellers

1
LCM
Levitt Capital Management
Florida
-$1.75M
2
GC
Guggenheim Capital
Illinois
-$1.71M
3
ARC
Absolute Return Capital
Massachusetts
-$1.35M
4
NES
New England Securities
New York
-$679K
5
Morgan Stanley
Morgan Stanley
New York
-$626K
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
51
Oxbow Advisors
Texas
$171K -$584K -39,250 -77%
SRC
52
Shufro Rose & Co
New York
$168K – – –
SC
53
Scotia Capital
Ontario, Canada
$163K -$163 -11 -0.1%
WS
54
Wedbush Securities
California
$162K – – –
WT
55
Whittier Trust
California
$83K – – –
AWM
56
Avior Wealth Management
Nebraska
$62K – – –
WA
57
WFG Advisors
Texas
$55K – – –
AIG
58
American International Group
New York
$52K +$17.8K +1,200 +52%
Barclays
59
Barclays
United Kingdom
$46K +$46K +3,284 New
CMO
60
Covenant Multifamily Offices
Texas
$35K – – –
LNB
61
Ledyard National Bank
$34K – – –
US Bancorp
62
US Bancorp
Minnesota
$22K – – –
HI
63
Hudock Inc
Pennsylvania
$15K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$8K – – –
Creative Planning
65
Creative Planning
Kansas
$3K +$3K +200 New
WEC
66
Winslow Evans & Crocker
Massachusetts
$2.97K – – –
ARC
67
Absolute Return Capital
Massachusetts
– -$1.35M -89,327 Closed
V
68
Veritable
Delaware
– -$239K -15,790 Closed
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
– -$183K -12,066 Closed
AR
70
Advisory Research
Illinois
– -$149K -9,845 Closed
CTC
71
Central Trust Company
Missouri
– -$14K -945 Closed
GI
72
Gradient Investments
Minnesota
– -$13K -840 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– -$9K -590 Closed
ECM
74
ETrade Capital Management
Virginia
– -$4K -288 Closed
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