EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

71 hedge funds and large institutions have $86M invested in Eaton Vance Senior Floating-Rate Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
20
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$778K
3
UCFA
United Capital Financial Advisors
Texas
+$757K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$713K
5
GC
Guggenheim Capital
Illinois
+$689K

Top Sellers

1
MIG
Mariner Investment Group
New York
-$2.18M
2
Morgan Stanley
Morgan Stanley
New York
-$1.02M
3
HNB
Huntington National Bank
Ohio
-$904K
4
UBS Group
UBS Group
Switzerland
-$310K
5
TAM
Trust Asset Management
Texas
-$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
51
Investors Capital Advisory Services
Massachusetts
$157K +$157K +11,439 New
SGAM
52
Steinberg Global Asset Management
Florida
$155K -$17.9K -1,297 -10%
SRC
53
Shufro Rose & Co
New York
$152K – – –
SC
54
Scotia Capital
Ontario, Canada
$145K +$1.84K +135 +1%
Citigroup
55
Citigroup
New York
$111K +$7.39K +540 +7%
TRCT
56
Tower Research Capital (TRC)
New York
$99K +$55K +4,000 +125%
AIG
57
American International Group
New York
$84.1K +$2.96K +215 +4%
WT
58
Whittier Trust
California
$77K – – –
HCM
59
Highlander Capital Management
New Jersey
$62K -$27.6K -2,000 -31%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$57K -$8.81K -646 -13%
BCM
61
Brookstone Capital Management
Illinois
$41K +$41K +3,000 New
LNB
62
Ledyard National Bank
$31K – – –
MFS
63
MSI Financial Services
Massachusetts
$26K +$9.72K +708 +60%
BKA
64
Brick & Kyle Associates
Pennsylvania
$24K – – –
US Bancorp
65
US Bancorp
Minnesota
$22K +$967 +69 +5%
AWM
66
Avior Wealth Management
Nebraska
$21K – – –
WIC
67
Woodmont Investment Counsel
Tennessee
$14K +$14K +1,000 New
HI
68
Hudock Inc
Pennsylvania
$13K – – –
WTB
69
Washington Trust Bank
Washington
$11K – – –
WEC
70
Winslow Evans & Crocker
Massachusetts
$2.75K – – –
HW
71
Hedeker Wealth
Illinois
$1K +$1K +100 New
MIG
72
Mariner Investment Group
New York
– -$2.18M -150,961 Closed
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
– -$204K -14,135 Closed
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
– -$23.3K -1,615 Closed
Creative Planning
75
Creative Planning
Kansas
– -$1K -100 Closed
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