EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $89.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.55M
3
AA
3
Altman Advisors
Illinois
$472K
4
Cohen & Steers
4
Cohen & Steers
New York
$5.03M
5
Bank of America
5
Bank of America
North Carolina
$12.4M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.17M
2
1CP
2
1607 Capital Partners
Virginia
$0
3
OCM
3
Oaktree Capital Management
California
$2.98M
4
Invesco
4
Invesco
Georgia
$5.93M
5
AA
5
AQR Arbitrage
Connecticut
$808K
Name Market Value Shares Shares
Change 		Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$186K 15,360 +892 +6%
TFCP
52
Twin Focus Capital Partners
Massachusetts
$170K 14,000 – –
Corient Private Wealth
53
Corient Private Wealth
Florida
$163K 13,491 – –
KAS
54
Kestra Advisory Services
Texas
$162K 13,383 – –
ACP
55
Aviance Capital Partners
Florida
$160K 13,209 – –
ICMP
56
Integrated Capital Management (Pennsylvania)
Pennsylvania
$160K 13,200 -1,182 -8%
GW
57
GW & Wade
Massachusetts
$152K 12,570 – –
SF
58
Synovus Financial
Georgia
$140K 11,587 – –
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$139K 11,498 – –
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$128K 10,540 +51 +0.5%
IWM
61
IHT Wealth Management
Illinois
$127K 10,490 +10,490 New
SWP
62
Stratos Wealth Partners
Ohio
$123K 10,195 -415 -4%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$101K 8,361 -9,500 -53%
JEST
64
JTC Employer Solutions Trustee
Jersey
$85K 7,000 – –
SPIA
65
Steward Partners Investment Advisory
New York
$76.3K 6,300 – –
CFB
66
Cullen/Frost Bankers
Texas
$72.7K 6,000 +6,000 New
MA
67
Montag & Associates
Georgia
$59.7K 4,929 – –
JRCM
68
Jones Road Capital Management
New York
$47.8K 3,948 -5,500 -58%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$37.9K 3,219 – –
Comerica Bank
70
Comerica Bank
Texas
$36.3K 3,000 +3,000 New
BC
71
Barrett & Company
Rhode Island
$24.2K 2,000 – –
NS
72
NBC Securities
Alabama
$24K 2,000 +2,000 New
HI
73
Harbour Investments
Wisconsin
$21K 1,732 -300 -15%
AF
74
Allworth Financial
California
$19.4K 1,600 +1,600 New
PSB
75
Piscataqua Savings Bank
New Hampshire
$19.2K 1,586 – –
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3
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