EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $99.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
23
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16M
2
MHIC
2
Marble Harbor Investment Counsel
Massachusetts
$9.47M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.89M
4
AAM
4
Advisors Asset Management
Colorado
$3.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.21M

Top Sellers

1
OCM
1
Oaktree Capital Management
California
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$151K
4
PAS
4
Park Avenue Securities
New York
$0
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$171K – – –
ACP
52
Aviance Capital Partners
Florida
$167K – – –
GW
53
GW & Wade
Massachusetts
$163K +$3.79K +299 +2%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$151K -$1.16M -91,611 -89%
SF
55
Synovus Financial
Georgia
$147K – – –
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$146K – – –
Stifel Financial
57
Stifel Financial
Missouri
$139K +$139K +10,991 New
IWM
58
IHT Wealth Management
Illinois
$133K – – –
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$132K +$132K +10,444 New
KAS
60
Kestra Advisory Services
Texas
$131K -$38K -3,000 -22%
SWP
61
Stratos Wealth Partners
Ohio
$129K – – –
CFB
62
Cullen/Frost Bankers
Texas
$127K +$50.6K +4,000 +67%
SPIA
63
Steward Partners Investment Advisory
New York
$92.4K +$12.7K +1,000 +16%
JEST
64
JTC Employer Solutions Trustee
Jersey
$89K – – –
MA
65
Montag & Associates
Georgia
$63K – – –
JRCM
66
Jones Road Capital Management
New York
$54K +$4.01K +317 +8%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$41.1K – – –
Comerica Bank
68
Comerica Bank
Texas
$38K – – –
BC
69
Barrett & Company
Rhode Island
$25.3K – – –
NS
70
NBC Securities
Alabama
$25K – – –
HI
71
Harbour Investments
Wisconsin
$21.9K – – –
AF
72
Allworth Financial
California
$20.3K – – –
PSB
73
Piscataqua Savings Bank
New Hampshire
$20.1K – – –
US Bancorp
74
US Bancorp
Minnesota
$19K – – –
HCM
75
Hollencrest Capital Management
California
$12.1K – – –
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3
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