EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

81 hedge funds and large institutions have $88M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
-9
Holders Change %
-10%
% 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
3
Increased
20
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$1.01M
2
AAM
2
Advisors Asset Management
Colorado
$2.01M
3
AA
3
AQR Arbitrage
Connecticut
$1.24M
4
Invesco
4
Invesco
Georgia
$6.26M
5
Ameriprise
5
Ameriprise
Minnesota
$3.57M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$560K
2
GC
2
Guggenheim Capital
Illinois
$6.13M
3
SFS
3
Shaker Financial Services
Virginia
$2.6M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$181K 15,424 +1,375 +10%
LWP
52
Lumature Wealth Partners
Georgia
$173K 14,764 – –
FAG
53
Fortitude Advisory Group
Washington
$170K 14,468 +137 +1%
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$169K 14,382 -149 -1%
TFCP
55
Twin Focus Capital Partners
Massachusetts
$165K 14,000 – –
Corient Private Wealth
56
Corient Private Wealth
Florida
$159K 13,491 – –
KAS
57
Kestra Advisory Services
Texas
$157K 13,383 -31 -0.2%
ACP
58
Aviance Capital Partners
Florida
$155K 13,209 – –
GW
59
GW & Wade
Massachusetts
$148K 12,570 – –
SF
60
Synovus Financial
Georgia
$136K 11,587 – –
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$135K 11,498 – –
SWP
62
Stratos Wealth Partners
Ohio
$125K 10,610 -65 -0.6%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$123K 10,489 -888 -8%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$121K 10,316 – –
JRCM
65
Jones Road Capital Management
New York
$111K 9,448 – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$92.9K 7,906 +7,906 New
JEST
67
JTC Employer Solutions Trustee
Jersey
$82K 7,000 – –
SPIA
68
Steward Partners Investment Advisory
New York
$74K 6,300 – –
MA
69
Montag & Associates
Georgia
$57.9K 4,929 – –
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$37.7K 3,219 – –
HI
71
Harbour Investments
Wisconsin
$23.9K 2,032 -300 -13%
BC
72
Barrett & Company
Rhode Island
$23.5K 2,000 – –
PSB
73
Piscataqua Savings Bank
New Hampshire
$18.6K 1,586 – –
US Bancorp
74
US Bancorp
Minnesota
$17.6K 1,500 – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$14K 1,154 +29 +3%
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3
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