EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

74 hedge funds and large institutions have $103M invested in Eaton Vance Senior Floating-Rate Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
28
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.13M
2
OA
Oxbow Advisors
Texas
+$1.23M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.2M
4
Morgan Stanley
Morgan Stanley
New York
+$1.18M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$536K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$6.83M
2
RCA
Restructuring Capital Associates
Connecticut
-$3.55M
3
Ameriprise
Ameriprise
Minnesota
-$2.77M
4
FWIA
Fort Washington Investment Advisors
Ohio
-$2.42M
5
Walleye Trading
Walleye Trading
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Penserra Capital Management
California
$200K +$50K +3,483 +33%
DAS
52
Dynamic Advisor Solutions
Arizona
$198K +$244 +17 +0.1%
PAS
53
Park Avenue Securities
New York
$197K +$36.6K +2,575 +23%
AG
54
Advisor Group
Arizona
$160K +$7.27K +508 +5%
SC
55
Scotia Capital
Ontario, Canada
$158K -$4.67K -321 -3%
11A
56
10-15 Associates
New York
$155K +$155K +10,800 New
Citigroup
57
Citigroup
New York
$144K – – –
WS
58
Wedbush Securities
California
$144K – – –
AIS
59
Accurate Investment Solutions
Pennsylvania
$118K – – –
NMC
60
Nine Masts Capital
Hong Kong
$109K +$109K +7,600 New
WT
61
Whittier Trust
California
$80K – – –
OIA
62
Optimum Investment Advisors
Illinois
$78K +$10.1K +700 +15%
WTB
63
Washington Trust Bank
Washington
$58K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$43K – – –
CFA
65
Carroll Financial Associates
North Carolina
$27K – – –
VIA
66
Vantage Investment Advisors
Pennsylvania
$24K – – –
QCIG
67
Quad-Cities Investment Group
Iowa
$24K +$24K +1,702 New
US Bancorp
68
US Bancorp
Minnesota
$22K – – –
FHA
69
First Horizon Advisors
Tennessee
$21K +$21K +1,477 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$20K – – –
GWM
71
Geneos Wealth Management
Colorado
$16K +$5.01K +358 +46%
ASN
72
Advisory Services Network
Georgia
$15K +$282 +20 +2%
Deutsche Bank
73
Deutsche Bank
Germany
$14K -$14K -1,000 -50%
NWM
74
Northwest Wealth Management
Iowa
$10K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$1K – – –
1 2
3
4