EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

89 hedge funds and large institutions have $83.7M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
28
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPC
1
White Pine Capital
Minnesota
$4.65M
2
GC
2
Guggenheim Capital
Illinois
$7.36M
3
AAM
3
Advisors Asset Management
Colorado
$4.64M
4
Invesco
4
Invesco
Georgia
$5.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.2M

Top Sellers

1
MHIC
1
Marble Harbor Investment Counsel
Massachusetts
$745K
2
IWN
2
Independent Wealth Network
Iowa
$0
3
Wells Fargo
3
Wells Fargo
California
$1.15M
4
Bank of America
4
Bank of America
North Carolina
$10.4M
5
MWA
5
Midland Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$184K -$129K -10,080 -41%
Corient Private Wealth
52
Corient Private Wealth
Florida
$172K – – –
SPC
53
Sigma Planning Corp
Michigan
$171K -$892 -70 -0.5%
PAG
54
Private Advisor Group
New Jersey
$171K +$171K +13,385 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$170K +$8.12K +637 +5%
SA
56
Sanctuary Advisors
Indiana
$157K – – –
OPS
57
Orion Portfolio Solutions
Nebraska
$154K +$154K +12,097 New
BCI
58
Brinker Capital Investments
Pennsylvania
$154K +$154K +12,097 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$152K +$701 +55 +0.5%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$151K -$8.68K -681 -5%
CLA
61
Carnegie Lake Advisors
New Jersey
$143K +$143K +11,254 New
EFA
62
Edge Financial Advisors
Illinois
$142K +$142K +11,166 New
ACP
63
Aviance Capital Partners
Florida
$139K – – –
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$136K -$11.3K -885 -8%
SF
65
Synovus Financial
Georgia
$136K -$11.3K -885 -8%
IWM
66
IHT Wealth Management
Illinois
$134K – – –
KAS
67
Kestra Advisory Services
Texas
$132K – – –
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$128K +$128K +10,016 New
CFB
69
Cullen/Frost Bankers
Texas
$128K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$93.1K – – –
JEST
71
JTC Employer Solutions Trustee
Jersey
$89K – – –
MA
72
Montag & Associates
Georgia
$62.8K – – –
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$44.9K +$10.2K +800 +29%
Comerica Bank
74
Comerica Bank
Texas
$38.3K – – –
NS
75
NBC Securities
Alabama
$30K – – –
1 2
3
4