EFR

Eaton Vance Senior Floating-Rate Fund

78 hedge funds and large institutions have $86.8M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
27
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
51
CPWM LLC
Washington
$183K
LWP
52
Lumature Wealth Partners
Georgia
$181K
TFCP
53
Twin Focus Capital Partners
Massachusetts
$172K
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$172K
AAS
55
Avantax Advisory Services
Texas
$167K +$21.5K +1,755 +15%
FAG
56
Fortitude Advisory Group
Washington
$153K +$11.8K +960 +8%
SF
57
Synovus Financial
Georgia
$142K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$139K +$139K +11,346 New
IWM
59
IHT Wealth Management
Illinois
$134K
JEST
60
JTC Employer Solutions Trustee
Jersey
$86K
PTC
61
Private Trust Company
Ohio
$81K +$81K +6,600 New
SPIA
62
Steward Partners Investment Advisory
New York
$74K +$14.8K +1,200 +25%
MA
63
Montag & Associates
Georgia
$60K
HI
64
Harbour Investments
Wisconsin
$40K +$40K +3,232 New
AWM
65
Accel Wealth Management
Iowa
$36K
OIA
66
Optimum Investment Advisors
Illinois
$33K
PSB
67
Piscataqua Savings Bank
New Hampshire
$19K
US Bancorp
68
US Bancorp
Minnesota
$18K
AA
69
Addison Advisors
Vermont
$15K -$41.1K -3,333 -73%
IA
70
IFP Advisors
Florida
$15K
EWA
71
EverSource Wealth Advisors
Alabama
$7K
GWM
72
Geneos Wealth Management
Colorado
$7K
APW
73
Axim Planning & Wealth
Ohio
$4K +$4K +289 New
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$3K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K