EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

96 hedge funds and large institutions have $120M invested in Eaton Vance Senior Floating-Rate Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
33
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.35M
2
VIA
Vident Investment Advisory
Georgia
+$2.29M
3
RCM
Rivernorth Capital Management
Florida
+$2.15M
4
BPCM
Beach Point Capital Management
California
+$1.25M
5
RCM
Robinson Capital Management
Michigan
+$1.23M

Top Sellers

1
IA
IFP Advisors
Florida
-$1.51M
2
WAM
Weiss Asset Management
Massachusetts
-$816K
3
OMC
Old Mission Capital
Illinois
-$762K
4
Morgan Stanley
Morgan Stanley
New York
-$666K
5
Invesco
Invesco
Georgia
-$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$296K -$116K -8,878 -28%
SI
52
Stephens Inc
Arkansas
$291K – – –
IWM
53
IHT Wealth Management
Illinois
$288K +$288K +22,109 New
SIA
54
Sit Investment Associates
Minnesota
$286K – – –
UCFA
55
United Capital Financial Advisors
Texas
$280K +$950 +73 +0.3%
CCM
56
Community Capital Management
Florida
$275K +$275K +21,100 New
SSB
57
Sandy Spring Bank
Maryland
$267K – – –
HKAM
58
Horizon Kinetics Asset Management
New York
$265K +$265K +20,379 New
HCM
59
Highlander Capital Management
New Jersey
$262K -$4.79K -368 -2%
SWP
60
Stratos Wealth Partners
Ohio
$235K – – –
PAS
61
Park Avenue Securities
New York
$234K +$19.6K +1,487 +9%
LPL Financial
62
LPL Financial
California
$219K -$48.4K -3,720 -18%
BCM
63
Breiter Capital Management
Florida
$210K +$210K +14,188 New
DAS
64
Dynamic Advisor Solutions
Arizona
$186K -$4.36K -336 -2%
TFCP
65
Twin Focus Capital Partners
Massachusetts
$182K – – –
PAG
66
Private Advisor Group
New Jersey
$178K -$28.5K -2,195 -14%
Millennium Management
67
Millennium Management
New York
$146K -$440K -33,868 -75%
Citigroup
68
Citigroup
New York
$145K -$7.84K -600 -5%
BTS
69
BB&T Securities
Virginia
$142K +$6.51K +500 +5%
SC
70
Scotia Capital
Ontario, Canada
$140K – – –
EVM
71
Eaton Vance Management
Massachusetts
$134K +$134K +10,314 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$132K -$111K -8,497 -46%
OIA
73
Optimum Investment Advisors
Illinois
$113K +$18.3K +1,400 +19%
AIS
74
Accurate Investment Solutions
Pennsylvania
$107K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$86K +$42K +3,207 +95%
1 2
3
4 5