EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

85 hedge funds and large institutions have $102M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37M
2
NA
NewEdge Advisors
Louisiana
+$2.03M
3
WPC
White Pine Capital
Minnesota
+$1.11M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$954K
5
GP
Geneva Partners
Wisconsin
+$903K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
2
Invesco
Invesco
Georgia
-$1.57M
3
UBS Group
UBS Group
Switzerland
-$600K
4
AAM
Advisors Asset Management
Colorado
-$580K
5
QP
Quilter Plc
United Kingdom
-$442K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$203K +$203K +13,752 New
SPC
52
Sigma Planning Corp
Michigan
$178K +$118 +8 +0.1%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$177K +$2.3K +156 +1%
SF
54
Synovus Financial
Georgia
$171K – – –
FAG
55
Fortitude Advisory Group
Washington
$170K +$170K +11,489 New
SCA
56
Sandy Cove Advisors
Massachusetts
$168K +$168K +11,360 New
AAS
57
Avantax Advisory Services
Texas
$165K – – –
IWM
58
IHT Wealth Management
Illinois
$161K – – –
EVM
59
Eaton Vance Management
Massachusetts
$127K -$5.92K -400 -4%
JEST
60
JTC Employer Solutions Trustee
Jersey
$104K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$71K – – –
SWM
62
Spire Wealth Management
Virginia
$71K +$71K +4,800 New
AA
63
Addison Advisors
Vermont
$67K – – –
OIA
64
Optimum Investment Advisors
Illinois
$63K – – –
SW
65
SVB Wealth
Massachusetts
$53K – – –
MA
66
Montag & Associates
Georgia
$45K – – –
AWM
67
Accel Wealth Management
Iowa
$44K – – –
HI
68
Harbour Investments
Wisconsin
$41K -$7.32K -500 -15%
LWCFA
69
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K – – –
CFA
70
Carroll Financial Associates
North Carolina
$29K +$236 +16 +0.8%
CWS
71
Confluence Wealth Services
Pennsylvania
$27K +$27K +1,875 New
US Bancorp
72
US Bancorp
Minnesota
$22K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$20K +$20K +1,348 New
BC
74
Belmont Capital
California
$16K – – –
LC
75
Lindbrook Capital
California
$10K +$10K +655 New
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