EFR

Eaton Vance Senior Floating-Rate Fund

86 hedge funds and large institutions have $89.8M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
19
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$176K
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$174K +$174K +13,255 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$156K +$156K +11,955 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$154K +$154K +11,798 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$151K -$3.92K -301 -3%
SF
56
Synovus Financial
Georgia
$151K
TSS
57
Two Sigma Securities
New York
$146K +$146K +11,192 New
ACP
58
Aviance Capital Partners
Florida
$143K -$29.6K -2,272 -17%
Stifel Financial
59
Stifel Financial
Missouri
$141K -$2.55K -196 -2%
EFA
60
Edge Financial Advisors
Illinois
$138K +$138K +10,582 New
IWM
61
IHT Wealth Management
Illinois
$137K
KAS
62
Kestra Advisory Services
Texas
$135K
JWCA
63
J.W. Cole Advisors
Florida
$135K +$135K +10,328 New
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$134K -$2.2K -169 -2%
CFB
65
Cullen/Frost Bankers
Texas
$130K
SPIA
66
Steward Partners Investment Advisory
New York
$95.1K
JEST
67
JTC Employer Solutions Trustee
Jersey
$92K
MA
68
Montag & Associates
Georgia
$64.2K
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$42.4K
Comerica Bank
70
Comerica Bank
Texas
$39.1K
BC
71
Barrett & Company
Rhode Island
$26.1K
NS
72
NBC Securities
Alabama
$26K
HI
73
Harbour Investments
Wisconsin
$22.6K
AF
74
Allworth Financial
California
$20.8K
SL
75
Salomon & Ludwin
Virginia
$20.8K +$20.8K +1,600 New