EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

85 hedge funds and large institutions have $89.1M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-8
Holders Change %
-8.6%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.97M
2
EFG
Ethos Financial Group
Pennsylvania
+$2.96M
3
VIA
Virtus Investment Advisers
Connecticut
+$943K
4
LPL Financial
LPL Financial
California
+$628K
5
AAM
Advisors Asset Management
Colorado
+$602K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.59M
2
Cohen & Steers
Cohen & Steers
New York
-$1.18M
3
VEA
Virtus ETF Advisers
New York
-$757K
4
SA
SFI Advisors
New Jersey
-$377K
5
GC
Guggenheim Capital
Illinois
-$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
51
Oxbow Advisors
Texas
$185K – – –
CIA
52
Concurrent Investment Advisors
Florida
$183K – – –
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$182K -$24.5K -2,000 -12%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$175K +$3.12K +255 +2%
SPC
55
Sigma Planning Corp
Michigan
$174K +$9.59K +783 +6%
Corient Private Wealth
56
Corient Private Wealth
Florida
$165K – – –
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$151K +$151K +12,286 New
P
58
&Partners
Tennessee
$150K +$150K +12,239 New
Stifel Financial
59
Stifel Financial
Missouri
$143K -$18.6K -1,521 -12%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$138K +$687 +56 +0.5%
ACP
61
Aviance Capital Partners
Florida
$134K – – –
SF
62
Synovus Financial
Georgia
$131K – – –
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$131K – – –
IWM
64
IHT Wealth Management
Illinois
$129K – – –
CFB
65
Cullen/Frost Bankers
Texas
$123K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$100K +$11K +900 +12%
JEST
67
JTC Employer Solutions Trustee
Jersey
$86K – – –
DF
68
Dunhill Financial
United Kingdom
$83.1K -$5.51K -450 -6%
EC
69
Elequin Capital
New York
$82.8K +$65.7K +5,364 +385%
MA
70
Montag & Associates
Georgia
$60.4K – – –
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$44.2K +$1.22K +100 +3%
Comerica Bank
72
Comerica Bank
Texas
$36.8K – – –
NS
73
NBC Securities
Alabama
$29K +$29K +2,373 +118,650%
BC
74
Barrett & Company
Rhode Island
$24.5K – – –
HI
75
Harbour Investments
Wisconsin
$21.2K – – –
1 2
3
4