EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

72 hedge funds and large institutions have $94.4M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-17
Holders Change %
-19.1%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
18
Reduced
27
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$11.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.97M
3
IC
3
Intersect Capital
California
$2.84M
4
RJA
4
Raymond James & Associates
Florida
$1.1M
5
GP
5
Geneva Partners
Wisconsin
$1.59M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
OHA
3
Oak Hill Advisors
New York
$0
4
LC
4
Lindbrook Capital
California
$0
5
COLIM
5
City of London Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$164K +$164K +11,209 New
IWM
52
IHT Wealth Management
Illinois
$159K – – –
SC
53
Scotia Capital
Ontario, Canada
$149K -$3.3K -226 -2%
EVM
54
Eaton Vance Management
Massachusetts
$131K – – –
JEST
55
JTC Employer Solutions Trustee
Jersey
$102K +$102K +7,000 New
SPIA
56
Steward Partners Investment Advisory
New York
$70K +$5.1K +350 +8%
AA
57
Addison Advisors
Vermont
$66K -$13.1K -900 -17%
OIA
58
Optimum Investment Advisors
Illinois
$63K -$20.5K -1,400 -25%
SW
59
SVB Wealth
Massachusetts
$53K – – –
HI
60
Harbour Investments
Wisconsin
$48K -$6.54K -450 -12%
MA
61
Montag & Associates
Georgia
$44K – – –
AWM
62
Accel Wealth Management
Iowa
$44K – – –
Citigroup
63
Citigroup
New York
$36K +$26.4K +1,802 +275%
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K – – –
CFA
65
Carroll Financial Associates
North Carolina
$28K +$359 +25 +1%
US Bancorp
66
US Bancorp
Minnesota
$22K – – –
BC
67
Belmont Capital
California
$16K -$40.4K -2,726 -72%
GWM
68
Geneos Wealth Management
Colorado
$8K – – –
NFG
69
Next Financial Group
Texas
$6K – – –
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$3K – – –
SCM
71
Saba Capital Management
New York
– -$49.5M -3,498,624 Closed
RCM
72
Rivernorth Capital Management
Florida
– -$16.4M -1,155,714 Closed
OHA
73
Oak Hill Advisors
New York
– -$11.2M -795,017 Closed
LC
74
Lindbrook Capital
California
– -$7.65M -540,390 Closed
COLIM
75
City of London Investment Management
United Kingdom
– -$6.54M -461,934 Closed
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