EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

84 hedge funds and large institutions have $78M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
19
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$1.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.37M
3
LSC
3
Logan Stone Capital
Illinois
$991K
4
Cohen & Steers
4
Cohen & Steers
New York
$1.74M
5
SFS
5
Shaker Financial Services
Virginia
$2.33M

Top Sellers

1
SCP
1
Shorepoint Capital Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.78M
3
CA
3
CoreCap Advisors
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$628K
5
Bank of America
5
Bank of America
North Carolina
$8.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
51
Lumature Wealth Partners
Georgia
$164K – – –
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$162K +$162K +14,620 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$157K +$1.42K +128 +0.9%
TFCP
54
Twin Focus Capital Partners
Massachusetts
$156K – – –
AAS
55
Avantax Advisory Services
Texas
$152K – – –
ACP
56
Aviance Capital Partners
Florida
$147K -$37.8K -3,400 -20%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$140K -$98K -8,811 -41%
GW
58
GW & Wade
Massachusetts
$140K +$140K +12,570 New
FAG
59
Fortitude Advisory Group
Washington
$139K +$223 +20 +0.2%
SF
60
Synovus Financial
Georgia
$129K – – –
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$122K -$82.5K -7,424 -40%
IWM
62
IHT Wealth Management
Illinois
$121K – – –
SWP
63
Stratos Wealth Partners
Ohio
$114K -$131K -11,789 -53%
CWM
64
Cornerstone Wealth Management
Missouri
$113K +$113K +10,146 New
NA
65
NewEdge Advisors
Louisiana
$112K +$112K +10,100 New
JEST
66
JTC Employer Solutions Trustee
Jersey
$77K – – –
PTC
67
Private Trust Company
Ohio
$73K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$70K +$3.33K +300 +5%
MA
69
Montag & Associates
Georgia
$55K – – –
HI
70
Harbour Investments
Wisconsin
$40K – – –
AWM
71
Accel Wealth Management
Iowa
$33K – – –
OIA
72
Optimum Investment Advisors
Illinois
$30K – – –
BC
73
Barrett & Company
Rhode Island
$21.9K +$21.9K +2,000 New
TWC
74
TD Waterhouse Canada
Ontario, Canada
$21.8K +$21.8K +1,450 New
PSB
75
Piscataqua Savings Bank
New Hampshire
$18K – – –
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3
4