EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

102 hedge funds and large institutions have $147M invested in Eaton Vance Senior Floating-Rate Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
31
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$10.3M
2
Millennium Management
Millennium Management
New York
$3.57M
3
UBS Group
UBS Group
Switzerland
$9.84M
4
AC
Almitas Capital
California
$1.34M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$1.9M

Top Sellers

1
CRC
Curi RMB Capital
Illinois
$0
2
VIA
Vident Investment Advisory
Georgia
$0
3
WAM
Wolverine Asset Management
Illinois
$0
4
RCM
Rivernorth Capital Management
Florida
$8.69M
5
LCM
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Community Capital Management
Florida
$339K – – –
LPL Financial
52
LPL Financial
California
$323K +$85.1K +6,277 +36%
AGM
53
Alpine Global Management
New York
$312K +$312K +23,043 New
SI
54
Stephens Inc
Arkansas
$298K +$27.1K +2,000 +10%
HCM
55
Highlander Capital Management
New Jersey
$288K +$22.8K +1,680 +9%
UCFA
56
United Capital Financial Advisors
Texas
$284K – – –
AA
57
AQR Arbitrage
Connecticut
$280K -$527K -38,929 -65%
SSB
58
Sandy Spring Bank
Maryland
$278K – – –
HKAM
59
Horizon Kinetics Asset Management
New York
$273K – – –
WMG
60
WESCAP Management Group
California
$267K +$45K +3,330 +20%
NP
61
NorthRock Partners
Minnesota
$260K +$260K +19,188 New
SWP
62
Stratos Wealth Partners
Ohio
$251K – – –
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$250K -$25.5K -1,881 -9%
AG
64
Advisor Group
Arizona
$228K -$183K -13,409 -44%
TFCP
65
Twin Focus Capital Partners
Massachusetts
$190K – – –
IWM
66
IHT Wealth Management
Illinois
$185K -$90.9K -6,715 -33%
MML Investors Services
67
MML Investors Services
Massachusetts
$182K +$448 +33 +0.2%
FIA
68
FNY Investment Advisers
New York
$178K +$76.8K +5,680 +76%
WWM
69
WT Wealth Management
Arizona
$173K +$7.23K +535 +4%
DAS
70
Dynamic Advisor Solutions
Arizona
$166K -$3.38K -250 -2%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$166K -$2.46K -181 -1%
SC
72
Scotia Capital
Ontario, Canada
$142K -$3.56K -263 -2%
PAG
73
Private Advisor Group
New Jersey
$141K -$18.7K -1,380 -12%
EVM
74
Eaton Vance Management
Massachusetts
$141K +$1.64K +121 +1%
SPC
75
Sigma Planning Corp
Michigan
$140K -$18.4K -1,359 -12%
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