EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

96 hedge funds and large institutions have $120M invested in Eaton Vance Senior Floating-Rate Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
33
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.35M
2
VIA
Vident Investment Advisory
Georgia
+$2.29M
3
RCM
Rivernorth Capital Management
Florida
+$2.15M
4
BPCM
Beach Point Capital Management
California
+$1.25M
5
RCM
Robinson Capital Management
Michigan
+$1.23M

Top Sellers

1
IA
IFP Advisors
Florida
-$1.51M
2
WAM
Weiss Asset Management
Massachusetts
-$816K
3
OMC
Old Mission Capital
Illinois
-$762K
4
Morgan Stanley
Morgan Stanley
New York
-$666K
5
Invesco
Invesco
Georgia
-$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
76
Whittier Trust
California
$73K – – –
LC
77
Lavaca Capital
Texas
$50K +$50K +3,803 New
SIAS
78
Shine Investment Advisory Services
Colorado
$39K – – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$37K – – –
QCIG
80
Quad-Cities Investment Group
Iowa
$29K +$8.03K +608 +38%
WTB
81
Washington Trust Bank
Washington
$26K – – –
CFA
82
Carroll Financial Associates
North Carolina
$24K – – –
CFGS
83
Concourse Financial Group Securities
Alabama
$21K +$21K +1,619 New
US Bancorp
84
US Bancorp
Minnesota
$20K – – –
FHA
85
First Horizon Advisors
Tennessee
$19K -$502 -38 -3%
CFB
86
Cullen/Frost Bankers
Texas
$17K +$17K +1,300 New
GWM
87
Geneos Wealth Management
Colorado
$15K +$192 +15 +1%
ASN
88
Advisory Services Network
Georgia
$14K +$227 +18 +2%
IA
89
IFP Advisors
Florida
$13K -$1.51M -116,504 -99%
Deutsche Bank
90
Deutsche Bank
Germany
$13K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$9K – – –
FHA
92
Flagship Harbor Advisors
Massachusetts
$9K – – –
NWM
93
Northwest Wealth Management
Iowa
$9K – – –
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$7K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$2K -$216K -15,652 -99%
TA
96
TCG Advisors
Texas
$1K +$1K +90 New
WAM
97
Weiss Asset Management
Massachusetts
– -$816K -64,993 Closed
OMC
98
Old Mission Capital
Illinois
– -$762K -60,712 Closed
SPC
99
Sigma Planning Corp
Michigan
– -$187K -14,888 Closed
Jane Street
100
Jane Street
New York
– -$184K -14,688 Closed
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4
5