EFR

Eaton Vance Senior Floating-Rate Fund

81 hedge funds and large institutions have $86.4M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$188K
TFCP
52
Twin Focus Capital Partners
Massachusetts
$188K
SPC
53
Sigma Planning Corp
Michigan
$172K +$10.2K +761 +6%
Millennium Management
54
Millennium Management
New York
$164K +$164K +12,232 New
BCM
55
Bluefin Capital Management
New York
$162K +$162K +12,084 New
AAS
56
Avantax Advisory Services
Texas
$160K +$9.09K +675 +6%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$159K -$1.6K -119 -1%
SF
58
Synovus Financial
Georgia
$155K
FAG
59
Fortitude Advisory Group
Washington
$154K +$201 +15 +0.1%
SCA
60
Sandy Cove Advisors
Massachusetts
$152K +$160 +12 +0.1%
IWM
61
IHT Wealth Management
Illinois
$146K
PAG
62
Private Advisor Group
New Jersey
$145K +$145K +10,845 New
JEST
63
JTC Employer Solutions Trustee
Jersey
$94K
MA
64
Montag & Associates
Georgia
$66K +$25.4K +1,900 +63%
SPIA
65
Steward Partners Investment Advisory
New York
$64K
AA
66
Addison Advisors
Vermont
$61K
SW
67
SVB Wealth
Massachusetts
$48K
AWM
68
Accel Wealth Management
Iowa
$41K
OIA
69
Optimum Investment Advisors
Illinois
$36K -$21.3K -1,600 -37%
LWCFA
70
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
PSB
71
Piscataqua Savings Bank
New Hampshire
$21K +$21K +1,586 New
US Bancorp
72
US Bancorp
Minnesota
$20K
IA
73
IFP Advisors
Florida
$15K +$15K +1,000 New
EWA
74
EverSource Wealth Advisors
Alabama
$8K -$1.35K -101 -14%
GWM
75
Geneos Wealth Management
Colorado
$8K