EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

75 hedge funds and large institutions have $108M invested in Eaton Vance Senior Floating-Rate Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
23
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$1.95M
2
Invesco
Invesco
Georgia
+$1.78M
3
CS
Comerica Securities
Michigan
+$1.31M
4
IA
IFP Advisors
Florida
+$1.01M
5
GC
Guggenheim Capital
Illinois
+$847K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$2.97M
2
LPL Financial
LPL Financial
California
-$1.2M
3
YMRC
Yorktown Management & Research Company
Virginia
-$1.15M
4
RCA
Restructuring Capital Associates
Connecticut
-$1.04M
5
HNB
Huntington National Bank
Ohio
-$904K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$195K -$9.98K -759 -5%
SRC
52
Shufro Rose & Co
New York
$192K -$188K – –
GW
53
GW & Wade
Massachusetts
$164K – – –
SPC
54
Sigma Planning Corp
Michigan
$155K +$1.42K +109 +0.9%
AIM
55
Allen Investment Management
New York
$147K – – –
Bank of New York Mellon
56
Bank of New York Mellon
New York
$142K +$142K +10,875 New
Deutsche Bank
57
Deutsche Bank
Germany
$138K -$13.1K -1,000 -9%
Citigroup
58
Citigroup
New York
$113K -$2.98K -227 -3%
AIS
59
Accurate Investment Solutions
Pennsylvania
$108K – – –
MFS
60
MSI Financial Services
Massachusetts
$99K +$85.5K +6,513 +635%
WT
61
Whittier Trust
California
$73K – – –
AG
62
Advisor Group
Arizona
$73K +$73K +5,704 New
MMG
63
Monetary Management Group
Missouri
$52K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$39K -$9.89K -763 -20%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$29K -$6.95K -523 -19%
HCM
66
Highlander Capital Management
New Jersey
$26K -$26K -2,000 -50%
WTB
67
Washington Trust Bank
Washington
$26K – – –
BKA
68
Brick & Kyle Associates
Pennsylvania
$23K – – –
Creative Planning
69
Creative Planning
Kansas
$21K -$23.3K -1,775 -53%
US Bancorp
70
US Bancorp
Minnesota
$20K – – –
AWM
71
Avior Wealth Management
Nebraska
$20K – – –
ASN
72
Advisory Services Network
Georgia
$20K +$3.94K +300 +25%
AIM
73
Acrospire Investment Management
Illinois
$18K +$18K +1,400 New
SIA
74
SeaBridge Investment Advisors
New Jersey
$10K +$10K +770 New
GWM
75
Geneos Wealth Management
Colorado
$9K – – –
1 2
3
4