EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

87 hedge funds and large institutions have $140M invested in Eaton Vance Senior Floating-Rate Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
26
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$25.7M
2
MHIC
2
Marble Harbor Investment Counsel
Massachusetts
$5.16M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$952K
4
OCM
4
Oaktree Capital Management
California
$2.88M
5
SCP
5
Shorepoint Capital Partners
Massachusetts
$849K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.2M
2
VEA
2
Virtus ETF Advisers
New York
$371K
3
GC
3
Guggenheim Capital
Illinois
$4.44M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.29M
5
Bank of America
5
Bank of America
North Carolina
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$14K +$14K +1,200 New
SW
77
SVB Wealth
Massachusetts
$14K +$14K +1,250 New
GWM
78
Geneos Wealth Management
Colorado
$13K – – –
PAM
79
Panagora Asset Management
Massachusetts
$13K – – –
SF
80
Synovus Financial
Georgia
$11K -$206K -19,095 -95%
CFGS
81
Concourse Financial Group Securities
Alabama
$10K – – –
Deutsche Bank
82
Deutsche Bank
Germany
$5K – – –
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$3K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SFS
85
Sowell Financial Services
Arkansas
$1K -$61 -7 -6%
MC
86
Matisse Capital
Oregon
– -$496K -50,208 Closed
Citadel Advisors
87
Citadel Advisors
Florida
– -$301K -30,444 Closed
FM
88
Fondren Management
Texas
– -$296K -30,000 Closed
ACM
89
Arlington Capital Management
Illinois
– -$235K -23,783 Closed
UCFA
90
United Capital Financial Advisors
Texas
– -$207K -20,968 Closed
EVM
91
Eaton Vance Management
Massachusetts
– -$129K -13,100 Closed
MAFM
92
Mid Atlantic Financial Management
Pennsylvania
– -$99K -10,050 Closed
AIS
93
Accurate Investment Solutions
Pennsylvania
– -$81K -8,242 Closed
WQ
94
Wealth Quarterback
New Jersey
– -$70.1K -7,097 Closed
AIC
95
Ameritas Investment Company
Nebraska
– -$20K -2,069 Closed
SPIA
96
Steward Partners Investment Advisory
New York
– -$12K -1,250 Closed
NFG
97
Next Financial Group
Texas
– -$8K -827 Closed
CAC
98
Certified Advisory Corp
Florida
– -$8K -770 Closed
ASN
99
Advisory Services Network
Georgia
– -$7K -756 Closed
BFEC
100
Benjamin F. Edwards & Company
Missouri
– -$7K -700 Closed
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4
5