EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

73 hedge funds and large institutions have $105M invested in Eaton Vance Senior Floating-Rate Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
21
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIG
1
Mariner Investment Group
New York
$1.44M
2
UBS Group
2
UBS Group
Switzerland
$3.5M
3
RCM
3
Robinson Capital Management
Michigan
$1.11M
4
KJHP
4
K.J. Harrison & Partners
Ontario, Canada
$513K
5
Morgan Stanley
5
Morgan Stanley
New York
$9.16M

Top Sellers

1
TAM
1
Trust Asset Management
Texas
$790K
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$2.97M
3
UCFA
3
United Capital Financial Advisors
Texas
$3.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.1M
5
LCM
5
Landscape Capital Management
New Jersey
$172K
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
51
GW & Wade
Massachusetts
$161K – – –
SPC
52
Sigma Planning Corp
Michigan
$151K -$8.65K -674 -5%
Deutsche Bank
53
Deutsche Bank
Germany
$147K -$19.1K -1,500 -11%
AIM
54
Allen Investment Management
New York
$144K – – –
Citigroup
55
Citigroup
New York
$113K +$230 +18 +0.2%
AIS
56
Accurate Investment Solutions
Pennsylvania
$106K +$13 +1 +0%
AIG
57
American International Group
New York
$85K -$14.2K -1,100 -14%
WT
58
Whittier Trust
California
$72K – – –
HCM
59
Highlander Capital Management
New Jersey
$51K – – –
MMG
60
Monetary Management Group
Missouri
$51K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$48K +$9.71K +763 +25%
DLHL
62
Donald L. Hagan LLC
Florida
$45K +$45K +3,500 New
Creative Planning
63
Creative Planning
Kansas
$43K +$21.1K +1,654 +96%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$35K +$129 +10 +0.4%
WTB
65
Washington Trust Bank
Washington
$26K +$15.6K +1,200 +150%
BKA
66
Brick & Kyle Associates
Pennsylvania
$22K – – –
US Bancorp
67
US Bancorp
Minnesota
$19K – – –
AWM
68
Avior Wealth Management
Nebraska
$19K – – –
ASN
69
Advisory Services Network
Georgia
$16K +$16K +1,222 New
IA
70
IFP Advisors
Florida
$13K -$644K -49,515 -98%
MFS
71
MSI Financial Services
Massachusetts
$13K -$12.8K -1,010 -50%
WIC
72
Woodmont Investment Counsel
Tennessee
$13K – – –
HI
73
Hudock Inc
Pennsylvania
$12K – – –
GWM
74
Geneos Wealth Management
Colorado
$9K +$9K +750 New
TRCT
75
Tower Research Capital (TRC)
New York
$1K +$1K +77 New
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3
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