EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

78 hedge funds and large institutions have $114M invested in Eaton Vance Senior Floating-Rate Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
19
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.71M
2
Bank of America
Bank of America
North Carolina
+$2.51M
3
SFS
Shaker Financial Services
Virginia
+$1.18M
4
Invesco
Invesco
Georgia
+$1.1M
5
WAM
Wolverine Asset Management
Illinois
+$919K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$2.93M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$2.52M
3
GC
Guggenheim Capital
Illinois
-$1.1M
4
AAM
Advisors Asset Management
Colorado
-$906K
5
MSAM
Moloney Securities Asset Management
Missouri
-$577K
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
51
Oxbow Advisors
Texas
$239K – – –
HCM
52
Highlander Capital Management
New Jersey
$229K +$126K +8,750 +123%
SPC
53
Sigma Planning Corp
Michigan
$226K -$5.53K -383 -2%
Millennium Management
54
Millennium Management
New York
$222K +$222K +15,344 New
CA
55
Cetera Advisors
Colorado
$219K +$15.7K +1,097 +8%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$217K +$217K +15,051 New
TFCP
57
Twin Focus Capital Partners
Massachusetts
$202K – – –
11A
58
10-15 Associates
New York
$166K – – –
WS
59
Wedbush Securities
California
$163K +$3.24K +224 +2%
AG
60
Advisor Group
Arizona
$160K +$65.3K +4,507 +69%
SC
61
Scotia Capital
Ontario, Canada
$146K -$174 -12 -0.1%
Citigroup
62
Citigroup
New York
$144K -$10.9K -755 -7%
AIS
63
Accurate Investment Solutions
Pennsylvania
$119K – – –
PCM
64
Penserra Capital Management
California
$95K +$35K +2,444 +58%
WT
65
Whittier Trust
California
$81K – – –
WTB
66
Washington Trust Bank
Washington
$58K – – –
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$51K -$5.67K -400 -10%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$43K – – –
IWM
69
IHT Wealth Management
Illinois
$38K – – –
Deutsche Bank
70
Deutsche Bank
Germany
$28K – – –
CFA
71
Carroll Financial Associates
North Carolina
$27K – – –
US Bancorp
72
US Bancorp
Minnesota
$22K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$20K -$28.6K -2,000 -59%
ASN
74
Advisory Services Network
Georgia
$15K +$15K +1,027 New
SWM
75
SeaCrest Wealth Management
New York
$15K +$15K +1,069 New
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