EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

74 hedge funds and large institutions have $115M invested in Eaton Vance Senior Floating-Rate Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
29
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.8M
2
GC
Guggenheim Capital
Illinois
+$997K
3
Ameriprise
Ameriprise
Minnesota
+$971K
4
Invesco
Invesco
Georgia
+$891K
5
IA
IFP Advisors
Florida
+$524K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$3.03M
2
LCM
Laurion Capital Management
New York
-$1.95M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.7M
4
UCFA
United Capital Financial Advisors
Texas
-$1.64M
5
OHA
Oak Hill Advisors
New York
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
51
Twin Focus Capital Partners
Massachusetts
$198K +$198K +14,000 New
GW
52
GW & Wade
Massachusetts
$177K – – –
SFS
53
Shaker Financial Services
Virginia
$170K -$489K -34,548 -74%
CA
54
Cetera Advisors
Colorado
$164K +$164K +11,630 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$162K +$8.48K +601 +6%
Citigroup
56
Citigroup
New York
$127K +$5.64K +400 +5%
AIS
57
Accurate Investment Solutions
Pennsylvania
$116K – – –
AG
58
Advisor Group
Arizona
$80K -$1.43K -100 -2%
WT
59
Whittier Trust
California
$79K – – –
MMG
60
Monetary Management Group
Missouri
$57K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$32K +$1.4K +100 +5%
Deutsche Bank
62
Deutsche Bank
Germany
$28K -$120K -8,575 -81%
WTB
63
Washington Trust Bank
Washington
$28K – – –
HCM
64
Highlander Capital Management
New Jersey
$28K – – –
AIM
65
Acrospire Investment Management
Illinois
$27K +$7.11K +500 +36%
CFA
66
Carroll Financial Associates
North Carolina
$26K +$26K +1,900 New
BKA
67
Brick & Kyle Associates
Pennsylvania
$25K – – –
ASN
68
Advisory Services Network
Georgia
$22K – – –
US Bancorp
69
US Bancorp
Minnesota
$21K – – –
WIC
70
Woodmont Investment Counsel
Tennessee
$14K +$14K +1,000 New
SIA
71
SeaBridge Investment Advisors
New Jersey
$11K – – –
GWM
72
Geneos Wealth Management
Colorado
$10K – – –
Creative Planning
73
Creative Planning
Kansas
$7K -$15.4K -1,100 -69%
HI
74
Hudock Inc
Pennsylvania
$7K – – –
PCM
75
Penserra Capital Management
California
$7K +$1.74K +130 +33%
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3
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