EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

98 hedge funds and large institutions have $117M invested in Eaton Vance Senior Floating-Rate Fund in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
27
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$1.78M
2
UBS Group
UBS Group
Switzerland
+$964K
3
CRC
Curi RMB Capital
Illinois
+$805K
4
6M
6 Meridian
Kansas
+$710K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$707K

Top Sellers

1
BPCM
Beach Point Capital Management
California
-$1.17M
2
Bank of America
Bank of America
North Carolina
-$1.07M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$594K
4
COLIM
City of London Investment Management
United Kingdom
-$587K
5
Ameriprise
Ameriprise
Minnesota
-$533K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$37K – – –
QCIG
77
Quad-Cities Investment Group
Iowa
$29K +$118 +9 +0.4%
AIC
78
Ameritas Investment Company
Nebraska
$27K +$27K +2,069 New
ASN
79
Advisory Services Network
Georgia
$25K – – –
CFA
80
Carroll Financial Associates
North Carolina
$24K – – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$22K – – –
US Bancorp
82
US Bancorp
Minnesota
$20K – – –
FHA
83
First Horizon Advisors
Tennessee
$19K – – –
GWAG
84
Garrett Wealth Advisory Group
Texas
$16.8K +$16.8K +1,289 New
CFGS
85
Concourse Financial Group Securities
Alabama
$16K – – –
PAM
86
Panagora Asset Management
Massachusetts
$16K +$16K +1,226 New
GWM
87
Geneos Wealth Management
Colorado
$15K +$88 +7 +0.6%
NFG
88
Next Financial Group
Texas
$11K – – –
RCM
89
Rivernorth Capital Management
Florida
$9.61K -$2.28K -174,884 -19%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$9K – – –
FHA
91
Flagship Harbor Advisors
Massachusetts
$9K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$7K – – –
Deutsche Bank
93
Deutsche Bank
Germany
$5K -$938 -75 -16%
ZA
94
Zazove Associates
Nevada
$5K +$5K +400 New
APA
95
American Portfolios Advisors
New York
$3.39K +$3.39K +260 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SFS
97
Sowell Financial Services
Arkansas
$2K +$2K +118 New
TFS
98
TrustCore Financial Services
Tennessee
$1K +$1K +101 New
BPCM
99
Beach Point Capital Management
California
– -$1.17M -89,534 Closed
COLIM
100
City of London Investment Management
United Kingdom
– -$587K -44,895 Closed
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4
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