EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

96 hedge funds and large institutions have $116M invested in Eaton Vance Senior Floating-Rate Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
32
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$4.7M
2
VEA
Virtus ETF Advisers
New York
+$2.57M
3
Cohen & Steers
Cohen & Steers
New York
+$1.19M
4
PPA
Parametric Portfolio Associates
Washington
+$923K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$490K

Top Sellers

1
PP
Prudential plc
United Kingdom
-$1.37M
2
Ameriprise
Ameriprise
Minnesota
-$781K
3
CRC
Curi RMB Capital
Illinois
-$772K
4
SFS
Shaker Financial Services
Virginia
-$450K
5
Bank of America
Bank of America
North Carolina
-$304K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$126K +$40K +3,049 +46%
OIA
77
Optimum Investment Advisors
Illinois
$113K – – –
AIS
78
Accurate Investment Solutions
Pennsylvania
$108K – – –
WT
79
Whittier Trust
California
$73K – – –
SIAS
80
Shine Investment Advisory Services
Colorado
$39K – – –
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$37K – – –
QCIG
82
Quad-Cities Investment Group
Iowa
$30K +$122 +9 +0.4%
ASN
83
Advisory Services Network
Georgia
$25K +$10.7K +828 +75%
CFA
84
Carroll Financial Associates
North Carolina
$24K – – –
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$22K +$22K +1,700 New
US Bancorp
86
US Bancorp
Minnesota
$20K – – –
FHA
87
First Horizon Advisors
Tennessee
$19K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$16K -$4.91K -380 -23%
GWM
89
Geneos Wealth Management
Colorado
$15K +$127 +10 +0.9%
RCM
90
Rivernorth Capital Management
Florida
$11.9K -$338 -25,852 -3%
NFG
91
Next Financial Group
Texas
$11K +$11K +827 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$9K – – –
FHA
93
Flagship Harbor Advisors
Massachusetts
$9K – – –
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$7K – – –
Deutsche Bank
95
Deutsche Bank
Germany
$6K -$6.63K -525 -53%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BCM
97
Breiter Capital Management
Florida
– -$210K -14,188 Closed
LC
98
Lavaca Capital
Texas
– -$50K -3,803 Closed
WTB
99
Washington Trust Bank
Washington
– -$26K -2,002 Closed
CFB
100
Cullen/Frost Bankers
Texas
– -$17K -1,300 Closed
1 2 3
4
5