EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

77 hedge funds and large institutions have $103M invested in Eaton Vance Senior Floating-Rate Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
27
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$1.34M
2
PP
Prudential plc
United Kingdom
+$1.24M
3
LPL Financial
LPL Financial
California
+$1.06M
4
LCM
Landscape Capital Management
New Jersey
+$939K
5
UBS Group
UBS Group
Switzerland
+$751K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.18M
2
Morgan Stanley
Morgan Stanley
New York
-$940K
3
CS
Credit Suisse
Switzerland
-$565K
4
Bank of America
Bank of America
North Carolina
-$542K
5
HK
Horizon Kinetics
New York
-$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$168K +$309 +25 +0.2%
Deutsche Bank
52
Deutsche Bank
Germany
$162K -$14.2K -1,150 -8%
GW
53
GW & Wade
Massachusetts
$155K – – –
SPC
54
Sigma Planning Corp
Michigan
$154K +$4.57K +369 +3%
AIM
55
Allen Investment Management
New York
$139K -$151K -12,203 -52%
SC
56
Scotia Capital
Ontario, Canada
$136K – – –
GS
57
Girard Securities
California
$124K +$124K +10,076 New
Citigroup
58
Citigroup
New York
$109K +$3.12K +252 +3%
AIS
59
Accurate Investment Solutions
Pennsylvania
$102K +$102K +8,241 New
AIG
60
American International Group
New York
$96K -$735 -59 -0.8%
WT
61
Whittier Trust
California
$69K – – –
HCM
62
Highlander Capital Management
New Jersey
$50K – – –
MMG
63
Monetary Management Group
Missouri
$50K +$50K +4,000 New
AIA
64
Allegis Investment Advisors
Idaho
$40K +$40K +3,225 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$37K +$36.7K +2,985 +11,940%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$33K +$122 +10 +0.4%
LNB
67
Ledyard National Bank
$28K – – –
MFS
68
MSI Financial Services
Massachusetts
$25K +$172 +14 +0.7%
BKA
69
Brick & Kyle Associates
Pennsylvania
$22K – – –
Creative Planning
70
Creative Planning
Kansas
$21K +$7.58K +621 +56%
US Bancorp
71
US Bancorp
Minnesota
$19K -$874 -69 -4%
AWM
72
Avior Wealth Management
Nebraska
$19K – – –
HI
73
Hudock Inc
Pennsylvania
$12K – – –
WIC
74
Woodmont Investment Counsel
Tennessee
$12K – – –
WTB
75
Washington Trust Bank
Washington
$10K – – –
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3
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