EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

80 hedge funds and large institutions have $83.8M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
30
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.88M
2
GC
2
Guggenheim Capital
Illinois
$6.59M
3
MWA
3
Midland Wealth Advisors
Illinois
$355K
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
VEA
5
Virtus ETF Advisers
New York
$759K

Top Sellers

1
MHIC
1
Marble Harbor Investment Counsel
Massachusetts
$3.27M
2
Bank of America
2
Bank of America
North Carolina
$11.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$321K
4
Invesco
4
Invesco
Georgia
$4.92M
5
WPC
5
White Pine Capital
Minnesota
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$164K +$7.51K +574 +5%
SA
52
Sanctuary Advisors
Indiana
$160K +$160K +12,151 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$155K +$732 +56 +0.5%
Stifel Financial
54
Stifel Financial
Missouri
$154K +$12.5K +958 +9%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$152K – – –
SF
56
Synovus Financial
Georgia
$152K – – –
ACP
57
Aviance Capital Partners
Florida
$143K – – –
WWM
58
Wagner Wealth Management
South Carolina
$140K -$160K -12,250 -53%
IWM
59
IHT Wealth Management
Illinois
$137K – – –
KAS
60
Kestra Advisory Services
Texas
$136K – – –
CFB
61
Cullen/Frost Bankers
Texas
$131K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$95.5K – – –
JEST
63
JTC Employer Solutions Trustee
Jersey
$92K – – –
MA
64
Montag & Associates
Georgia
$64.5K – – –
CA
65
CoreCap Advisors
Michigan
$48.2K +$32.1K +2,455 +199%
Comerica Bank
66
Comerica Bank
Texas
$39.2K – – –
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$35.9K -$6.61K -500 -16%
NS
68
NBC Securities
Alabama
$31K +$4.9K +375 +19%
BC
69
Barrett & Company
Rhode Island
$26.2K – – –
HI
70
Harbour Investments
Wisconsin
$22.7K – – –
AF
71
Allworth Financial
California
$21K – – –
SL
72
Salomon & Ludwin
Virginia
$20.9K – – –
PSB
73
Piscataqua Savings Bank
New Hampshire
$20.7K – – –
US Bancorp
74
US Bancorp
Minnesota
$19.6K – – –
HCM
75
Hollencrest Capital Management
California
$12.5K – – –
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3
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