EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

77 hedge funds and large institutions have $83.4M invested in Eaton Vance Senior Floating-Rate Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
22
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.1M
2
MIG
2
Mariner Investment Group
New York
$2.91M
3
Invesco
3
Invesco
Georgia
$6.29M
4
TAM
4
Trust Asset Management
Texas
$3.52M
5
SG Americas Securities
5
SG Americas Securities
New York
$892K

Top Sellers

1
RCA
1
Restructuring Capital Associates
Connecticut
$7.48M
2
GC
2
Guggenheim Capital
Illinois
$7.83M
3
HNB
3
Huntington National Bank
Ohio
$856K
4
UCFA
4
United Capital Financial Advisors
Texas
$2.12M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Financial Advantage
Maryland
$169K – – –
SRC
52
Shufro Rose & Co
New York
$168K +$13.7K +1,000 +9%
SPC
53
Sigma Planning Corp
Michigan
$161K +$161K +11,788 New
BFIM
54
Beese Fulmer Investment Management
Ohio
$159K -$71.7K -5,250 -31%
OA
55
Oxbow Advisors
Texas
$157K – – –
SC
56
Scotia Capital
Ontario, Canada
$150K – – –
Goldman Sachs
57
Goldman Sachs
New York
$139K +$139K +10,132 New
Citigroup
58
Citigroup
New York
$132K +$8.18K +595 +7%
HCM
59
Highlander Capital Management
New Jersey
$89K +$89K +6,500 New
AIG
60
American International Group
New York
$89K – – –
WT
61
Whittier Trust
California
$77K – – –
LNB
62
Ledyard National Bank
$31K – – –
Creative Planning
63
Creative Planning
Kansas
$29K +$27.6K +2,000 +2,000%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$27K -$8.1K -600 -23%
BKA
65
Brick & Kyle Associates
Pennsylvania
$24K +$24K +1,750 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$22K +$22K +1,615 New
AWM
67
Avior Wealth Management
Nebraska
$21K -$37.1K -2,650 -64%
US Bancorp
68
US Bancorp
Minnesota
$21K – – –
HI
69
Hudock Inc
Pennsylvania
$14K – – –
CHC
70
City Holding Co
West Virginia
$14K +$14K +1,000 New
CMO
71
Covenant Multifamily Offices
Texas
$13K – – –
NES
72
New England Securities
New York
$12K – – –
NPC
73
National Planning Corporation
California
$5.4K +$5.4K +400 New
BCC
74
Bain Capital Credit
Massachusetts
$4.48K +$691 +50,495 +18%
MFS
75
MSI Financial Services
Massachusetts
$4K – – –
1 2
3
4