EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $149M invested in Eaton Vance Senior Floating-Rate Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
4
Increased
26
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OHA
Oak Hill Advisors
New York
+$3.51M
2
Morgan Stanley
Morgan Stanley
New York
+$2.79M
3
SCM
Saba Capital Management
New York
+$1.52M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.5M
5
Ameriprise
Ameriprise
Minnesota
+$720K

Top Sellers

1
Invesco
Invesco
Georgia
-$1.28M
2
Cohen & Steers
Cohen & Steers
New York
-$833K
3
SCP
Shorepoint Capital Partners
Massachusetts
-$641K
4
Bank of America
Bank of America
North Carolina
-$602K
5
WMG
WESCAP Management Group
California
-$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
51
Shorepoint Capital Partners
Massachusetts
$233K -$641K -55,000 -73%
HKAM
52
Horizon Kinetics Asset Management
New York
$233K – – –
DJSG
53
D.J. St. Germain
Massachusetts
$233K – – –
AAS
54
Avantax Advisory Services
Texas
$226K +$226K +19,239 New
SWP
55
Stratos Wealth Partners
Ohio
$215K – – –
SI
56
Stephens Inc
Arkansas
$211K -$116K -10,025 -36%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$181K -$10.5K -907 -5%
OC
58
Oppenheimer & Co
New York
$163K -$34.9K -3,000 -18%
TFCP
59
Twin Focus Capital Partners
Massachusetts
$163K – – –
DAS
60
Dynamic Advisor Solutions
Arizona
$150K +$6.25K +536 +4%
IWM
61
IHT Wealth Management
Illinois
$142K -$9.29K -800 -6%
RJA
62
Raymond James & Associates
Florida
$139K -$157K -13,568 -53%
SF
63
Synovus Financial
Georgia
$134K +$122K +10,579 +1,037%
MML Investors Services
64
MML Investors Services
Massachusetts
$131K +$1.9K +164 +1%
SC
65
Scotia Capital
Ontario, Canada
$122K +$47 +4 +0%
FAAS
66
First Allied Advisory Services
California
$121K +$1.06K +91 +0.9%
OIA
67
Optimum Investment Advisors
Illinois
$119K – – –
SW
68
SVB Wealth
Massachusetts
$97K +$82.5K +7,131 +570%
Citigroup
69
Citigroup
New York
$69K -$5.82K -500 -8%
WAM
70
Wolverine Asset Management
Illinois
$66K +$65.2K +5,671 +7,876%
BC
71
Belmont Capital
California
$44K – – –
S
72
SignatureFD
Georgia
$23K – – –
CFA
73
Carroll Financial Associates
North Carolina
$22K – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$21K – – –
ASN
75
Advisory Services Network
Georgia
$21K +$21K +1,791 New
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3
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