EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

93 hedge funds and large institutions have $191M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
27
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.81M
2
HI
2
HBK Investments
Texas
$4.15M
3
COLIM
3
City of London Investment Management
United Kingdom
$6.99M
4
BA
4
Ballew Advisors
Mississippi
$4.85M
5
SCM
5
Saba Capital Management
New York
$48.2M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.1M
3
EIM
3
Elliott Investment Management
Florida
$7.67M
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
AAM
5
Advisors Asset Management
Colorado
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
76
SVB Wealth
Massachusetts
$50K – – –
EVM
77
Eaton Vance Management
Massachusetts
$50K +$50K +3,614 New
AWM
78
Accel Wealth Management
Iowa
$41K – – –
MA
79
Montag & Associates
Georgia
$28K – – –
CFA
80
Carroll Financial Associates
North Carolina
$26K +$82 +6 +0.3%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$25K – – –
RF
82
Robbins Farley
New Hampshire
$21K – – –
US Bancorp
83
US Bancorp
Minnesota
$21K – – –
Citigroup
84
Citigroup
New York
$9K -$13K -945 -59%
IAIM
85
International Assets Investment Management
Florida
$9K – – –
GWM
86
Geneos Wealth Management
Colorado
$8K – – –
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$7K +$7K +499 New
NFG
88
Next Financial Group
Texas
$6K +$519 +36 +9%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$3K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$3K +$3K +212 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SFS
92
Sowell Financial Services
Arkansas
$1K +$19 +2 +2%
HFS
93
HBC Financial Services
Washington
$22 +$22 +1 New
PCM
94
Penserra Capital Management
California
– -$11.2M -881,413 Closed
VCM
95
Vivaldi Capital Management
Illinois
– -$2.08M -163,656 Closed
BI
96
Bramshill Investments
Florida
– -$704K -55,305 Closed
MIG
97
Mariner Investment Group
New York
– -$467K -36,652 Closed
AA
98
AQR Arbitrage
Connecticut
– -$456K -35,831 Closed
QC
99
Quantedge Capital
Singapore
– -$230K -18,100 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$174K -13,673 Closed
1 2 3
4
5