EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

94 hedge funds and large institutions have $182M invested in Eaton Vance Senior Floating-Rate Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
19
Increased
17
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$11.8M
2
EIM
Elliott Investment Management
Florida
+$11.2M
3
COLIM
City of London Investment Management
United Kingdom
+$2.94M
4
OHA
Oak Hill Advisors
New York
+$1.93M
5
SFS
Shaker Financial Services
Virginia
+$946K

Top Sellers

1
OCM
Oaktree Capital Management
California
-$2.59M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$1.94M
3
Invesco
Invesco
Georgia
-$1.39M
4
Goldman Sachs
Goldman Sachs
New York
-$1.21M
5
AA
AQR Arbitrage
Connecticut
-$697K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Accel Wealth Management
Iowa
$38K +$38K +3,000 New
MA
77
Montag & Associates
Georgia
$26K +$26K +2,029 New
CFA
78
Carroll Financial Associates
North Carolina
$24K – – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$23K – – –
ASN
80
Advisory Services Network
Georgia
$23K +$204 +16 +0.9%
Citigroup
81
Citigroup
New York
$20K -$54.1K -4,327 -73%
US Bancorp
82
US Bancorp
Minnesota
$19K – – –
RF
83
Robbins Farley
New Hampshire
$19K +$19K +1,500 New
IAIM
84
International Assets Investment Management
Florida
$9K +$9K +718 New
GWM
85
Geneos Wealth Management
Colorado
$8K -$8.19K -614 -51%
NFG
86
Next Financial Group
Texas
$5K – – –
PAM
87
Panagora Asset Management
Massachusetts
$3K -$14.3K -983 -83%
CFGS
88
Concourse Financial Group Securities
Alabama
$3K -$9.75K -702 -76%
RA
89
Reby Advisors
Connecticut
$3K +$3K +245 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$2K – – –
SFS
92
Sowell Financial Services
Arkansas
$1K -$136 -14 -12%
OCM
93
Oaktree Capital Management
California
– -$2.59M -223,098 Closed
Loomis, Sayles & Company
94
Loomis, Sayles & Company
Massachusetts
– -$1.94M -167,175 Closed
PPA
95
Parametric Portfolio Associates
Washington
– -$526K -45,244 Closed
SCP
96
Shorepoint Capital Partners
Massachusetts
– -$233K -20,000 Closed
AAS
97
Avantax Advisory Services
Texas
– -$226K -19,239 Closed
RJA
98
Raymond James & Associates
Florida
– -$139K -11,985 Closed
WAM
99
Wolverine Asset Management
Illinois
– -$66K -5,743 Closed
S
100
SignatureFD
Georgia
– -$23K -2,000 Closed
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4
5