EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

91 hedge funds and large institutions have $116M invested in Eaton Vance Senior Floating-Rate Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
15
Increased
28
Reduced
28
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$13.9M
2
LC
Lindbrook Capital
California
+$7.62M
3
OHA
Oak Hill Advisors
New York
+$3.56M
4
VCM
Vivaldi Capital Management
Illinois
+$2M
5
OCM
Oaktree Capital Management
California
+$1.68M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$8.69M
2
Millennium Management
Millennium Management
New York
-$3.57M
3
UBS Group
UBS Group
Switzerland
-$3.21M
4
PPA
Parametric Portfolio Associates
Washington
-$1.43M
5
AC
Almitas Capital
California
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$207K – – –
CAN
52
Cetera Advisor Networks
California
$206K -$78.1K -7,915 -27%
SSB
53
Sandy Spring Bank
Maryland
$203K – – –
SF
54
Synovus Financial
Georgia
$200K -$96.7K -9,722 -33%
HKAM
55
Horizon Kinetics Asset Management
New York
$198K -$1.27K -128 -0.6%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$184K +$1.75K +177 +1%
SWP
57
Stratos Wealth Partners
Ohio
$183K – – –
IWM
58
IHT Wealth Management
Illinois
$178K +$43.4K +4,400 +32%
TFCP
59
Twin Focus Capital Partners
Massachusetts
$138K – – –
EVM
60
Eaton Vance Management
Massachusetts
$129K +$26.2K +2,665 +26%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$126K +$5.43K +551 +5%
DAS
62
Dynamic Advisor Solutions
Arizona
$122K +$317 +32 +0.3%
SFS
63
Shaker Financial Services
Virginia
$116K +$116K +11,761 New
MML Investors Services
64
MML Investors Services
Massachusetts
$112K -$20.3K -2,058 -15%
SC
65
Scotia Capital
Ontario, Canada
$104K – – –
OIA
66
Optimum Investment Advisors
Illinois
$101K – – –
FAAS
67
First Allied Advisory Services
California
$100K +$100K +10,073 New
MAFM
68
Mid Atlantic Financial Management
Pennsylvania
$99K +$99K +10,050 New
Citigroup
69
Citigroup
New York
$90K -$12.2K -1,237 -12%
AIS
70
Accurate Investment Solutions
Pennsylvania
$81K – – –
WQ
71
Wealth Quarterback
New Jersey
$70.1K -$22.3K -2,262 -24%
AIC
72
Ameritas Investment Company
Nebraska
$20K – – –
S
73
SignatureFD
Georgia
$20K +$20K +2,000 New
CFA
74
Carroll Financial Associates
North Carolina
$18K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$18K +$3.94K +398 +28%
1 2
3
4 5