EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

67 hedge funds and large institutions have $99.4M invested in Eaton Vance Senior Floating-Rate Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
20
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$1.16M
2
AAM
Aureus Asset Management
Massachusetts
+$924K
3
Morgan Stanley
Morgan Stanley
New York
+$688K
4
Ameriprise
Ameriprise
Minnesota
+$677K
5
Bank of America
Bank of America
North Carolina
+$671K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$3.52M
2
LPL Financial
LPL Financial
California
-$1.79M
3
GC
Guggenheim Capital
Illinois
-$1.57M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$1.49M
5
IA
IFP Advisors
Florida
-$304K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$105K +$82.7K +5,550 +370%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$103K +$58.1K +3,900 +130%
WT
53
Whittier Trust
California
$83K – – –
AG
54
Advisor Group
Arizona
$68K -$69.3K -4,619 -50%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$65K – – –
MMG
56
Monetary Management Group
Missouri
$60K – – –
AB
57
AT Bancorp
Iowa
$60K +$60K +4,000 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$53K -$10.5K -698 -16%
WTB
59
Washington Trust Bank
Washington
$30K – – –
HCM
60
Highlander Capital Management
New Jersey
$30K – – –
Deutsche Bank
61
Deutsche Bank
Germany
$29K – – –
CFA
62
Carroll Financial Associates
North Carolina
$28K – – –
GWM
63
Geneos Wealth Management
Colorado
$21K +$115 +8 +0.6%
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
NFG
65
Next Financial Group
Texas
$11K +$11K +725 New
Creative Planning
66
Creative Planning
Kansas
$9K – – –
PCM
67
Penserra Capital Management
California
$8K +$726 +52 +10%
IWM
68
IHT Wealth Management
Illinois
$1.04K +$1.04K +2,665 New
JIP
69
Jaffetilchin Investment Partners
Florida
– -$263K -17,317 Closed
SB
70
Suntrust Banks
Georgia
– -$182K -13,960 Closed
BKA
71
Brick & Kyle Associates
Pennsylvania
– -$27K -1,750 Closed
AIM
72
Acrospire Investment Management
Illinois
– -$16K -1,062 Closed
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