EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

87 hedge funds and large institutions have $140M invested in Eaton Vance Senior Floating-Rate Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
26
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$25.7M
2
MHIC
Marble Harbor Investment Counsel
Massachusetts
$5.16M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$952K
4
OCM
Oaktree Capital Management
California
$2.88M
5
SCP
Shorepoint Capital Partners
Massachusetts
$849K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$1.2M
2
VEA
Virtus ETF Advisers
New York
$371K
3
GC
Guggenheim Capital
Illinois
$4.44M
4
Goldman Sachs
Goldman Sachs
New York
$4.29M
5
Bank of America
Bank of America
North Carolina
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
51
Sandy Spring Bank
Maryland
$232K – – –
HKAM
52
Horizon Kinetics Asset Management
New York
$226K – – –
DJSG
53
D.J. St. Germain
Massachusetts
$226K +$226K +20,000 New
SWP
54
Stratos Wealth Partners
Ohio
$210K – – –
OC
55
Oppenheimer & Co
New York
$192K +$192K +17,000 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$186K -$24.2K -2,143 -11%
CAN
57
Cetera Advisor Networks
California
$181K -$54.8K -4,850 -23%
LCM
58
Landscape Capital Management
New Jersey
$179K -$66.5K -5,884 -27%
SFS
59
Shaker Financial Services
Virginia
$170K +$37K +3,273 +28%
TFCP
60
Twin Focus Capital Partners
Massachusetts
$158K – – –
IWM
61
IHT Wealth Management
Illinois
$148K -$57.1K -5,031 -28%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$146K +$806 +71 +0.6%
DAS
63
Dynamic Advisor Solutions
Arizona
$139K +$271 +24 +0.2%
SPC
64
Sigma Planning Corp
Michigan
$138K +$138K +12,197 New
MML Investors Services
65
MML Investors Services
Massachusetts
$126K -$2.56K -226 -2%
SC
66
Scotia Capital
Ontario, Canada
$122K – – –
FAAS
67
First Allied Advisory Services
California
$117K +$2.75K +242 +2%
OIA
68
Optimum Investment Advisors
Illinois
$115K – – –
Citigroup
69
Citigroup
New York
$73K -$30.4K -2,680 -29%
PAG
70
Private Advisor Group
New Jersey
$69K +$69K +6,065 New
BC
71
Belmont Capital
California
$43K +$31.7K +2,806 +281%
S
72
SignatureFD
Georgia
$23K – – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$21K – – –
CFA
74
Carroll Financial Associates
North Carolina
$21K – – –
US Bancorp
75
US Bancorp
Minnesota
$17K – – –
1 2
3
4 5