EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

89 hedge funds and large institutions have $192M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
21
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$10.4M
2
IA
Icon Advisers
Colorado
+$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.03M
4
Bank of America
Bank of America
North Carolina
+$1.78M
5
CCP
Clough Capital Partners
Massachusetts
+$838K

Top Sellers

1
EIM
Elliott Investment Management
Florida
-$7.67M
2
LC
Lindbrook Capital
California
-$4.39M
3
HI
HBK Investments
Texas
-$4.15M
4
PP
Prudential plc
United Kingdom
-$3.12M
5
BA
Ballew Advisors
Mississippi
-$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
76
SVB Wealth
Massachusetts
$51K – – –
MA
77
Montag & Associates
Georgia
$43K +$14.2K +1,000 +49%
AWM
78
Accel Wealth Management
Iowa
$42K – – –
LWCFA
79
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K +$28K +2,000 New
CFA
80
Carroll Financial Associates
North Carolina
$27K +$294 +21 +1%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$26K – – –
US Bancorp
82
US Bancorp
Minnesota
$21K – – –
ASN
83
Advisory Services Network
Georgia
$11K +$11K +756 New
Citigroup
84
Citigroup
New York
$9K – – –
GWM
85
Geneos Wealth Management
Colorado
$8K – – –
NFG
86
Next Financial Group
Texas
$6K – – –
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$3K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
EIM
89
Elliott Investment Management
Florida
– -$7.67M -556,064 Closed
HI
90
HBK Investments
Texas
– -$4.15M -301,200 Closed
PP
91
Prudential plc
United Kingdom
– -$3.12M -226,450 Closed
IP
92
Intellectus Partners
California
– -$514K -37,242 Closed
Millennium Management
93
Millennium Management
New York
– -$250K -18,099 Closed
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
– -$246K -17,820 Closed
RCM
95
Robinson Capital Management
Michigan
– -$156K -11,338 Closed
MML Investors Services
96
MML Investors Services
Massachusetts
– -$156K -11,320 Closed
OC
97
Oppenheimer & Co
New York
– -$152K -11,000 Closed
FIA
98
FNY Investment Advisers
New York
– -$108K -7,866 Closed
SWM
99
Spire Wealth Management
Virginia
– -$66K -4,800 Closed
RF
100
Robbins Farley
New Hampshire
– -$21K -1,500 Closed
1 2 3
4
5