EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

72 hedge funds and large institutions have $111M invested in Eaton Vance Senior Floating-Rate Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
23
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$3.41M
2
Bank of America
Bank of America
North Carolina
+$2.18M
3
AAM
Advisors Asset Management
Colorado
+$1.68M
4
GC
Guggenheim Capital
Illinois
+$1.12M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$737K

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$7.46M
2
BCC
Bain Capital Credit
Massachusetts
-$2.31M
3
Morgan Stanley
Morgan Stanley
New York
-$1.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.37M
5
RCM
Robinson Capital Management
Michigan
-$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$133K – – –
AG
52
Advisor Group
Arizona
$125K +$42.8K +2,920 +52%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$124K +$90.3K +6,116 +268%
AIS
54
Accurate Investment Solutions
Pennsylvania
$121K – – –
WT
55
Whittier Trust
California
$82K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$81K +$81K +5,520 New
MMG
57
Monetary Management Group
Missouri
$59K – – –
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$55K +3,750 New
AIM
59
Acrospire Investment Management
Illinois
$32K +$4.36K +300 +16%
HCM
60
Highlander Capital Management
New Jersey
$29K – – –
WTB
61
Washington Trust Bank
Washington
$29K – – –
Deutsche Bank
62
Deutsche Bank
Germany
$29K – – –
CFA
63
Carroll Financial Associates
North Carolina
$27K – – –
BKA
64
Brick & Kyle Associates
Pennsylvania
$26K – – –
US Bancorp
65
US Bancorp
Minnesota
$22K – – –
GWM
66
Geneos Wealth Management
Colorado
$21K +$10.1K +700 +93%
LWCFA
67
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K +$17K +1,166 New
GI
68
Gradient Investments
Minnesota
$17K +$17K +1,185 New
SIA
69
SeaBridge Investment Advisors
New Jersey
$11K – – –
Creative Planning
70
Creative Planning
Kansas
$9K +$1.5K +100 +20%
PCM
71
Penserra Capital Management
California
$8K +$886 +65 +12%
OCM
72
Oakview Capital Management
Texas
$3K +$3K +200 New
BCC
73
Bain Capital Credit
Massachusetts
– -$2.31M -163,585 Closed
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
– -$1.37M -97,013 Closed
RCM
75
Robinson Capital Management
Michigan
– -$1.22M -86,561 Closed
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