EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

90 hedge funds and large institutions have $86.2M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.4M
2
Cohen & Steers
Cohen & Steers
New York
+$906K
3
RVPG
Relative Value Partners Group
+$619K
4
Wells Fargo
Wells Fargo
California
+$515K
5
Ameriprise
Ameriprise
Minnesota
+$439K

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$1.43M
2
WAM
Wolverine Asset Management
Illinois
-$909K
3
VF
Virtu Financial
New York
-$410K
4
Invesco
Invesco
Georgia
-$376K
5
LCM
Landscape Capital Management
New Jersey
-$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$175K +$10.1K +895 +6%
LWP
52
Lumature Wealth Partners
Georgia
$167K – – –
FAG
53
Fortitude Advisory Group
Washington
$162K +$10.9K +961 +7%
AAS
54
Avantax Advisory Services
Texas
$159K – – –
TFCP
55
Twin Focus Capital Partners
Massachusetts
$159K – – –
Corient Private Wealth
56
Corient Private Wealth
Florida
$153K +$153K +13,491 New
KAS
57
Kestra Advisory Services
Texas
$152K +$152K +13,414 New
LCM
58
Landscape Capital Management
New Jersey
$151K -$207K -18,275 -58%
ACP
59
Aviance Capital Partners
Florida
$150K – – –
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$147K +$3K +296 +2%
GW
61
GW & Wade
Massachusetts
$142K – – –
SF
62
Synovus Financial
Georgia
$131K – – –
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$130K +$130K +11,498 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$129K -$1.45K -128 -1%
RRA
65
Round Rock Advisors
Connecticut
$125K -$11.3K -1,000 -8%
SWP
66
Stratos Wealth Partners
Ohio
$121K – – –
Baird Financial Group
67
Baird Financial Group
Wisconsin
$117K – – –
HF
68
HRT Financial
New York
$116K +$116K +10,300 New
JRCM
69
Jones Road Capital Management
New York
$107K +$107K +9,448 New
JEST
70
JTC Employer Solutions Trustee
Jersey
$79K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$71.4K – – –
EC
72
Elequin Capital
New York
$63.6K -$115K -10,165 -64%
MA
73
Montag & Associates
Georgia
$55.8K – – –
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$36.6K +$5.68K +500 +18%
AWM
75
Accel Wealth Management
Iowa
$34K – – –
1 2
3
4 5