EFR
Eaton Vance Senior Floating-Rate Fund
EFR
EFR
85 hedge funds and large institutions have $102M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.37M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.03M |
| 3 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
+$1.11M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$954K |
| 5 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
+$903K |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.66M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.57M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$600K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$580K |
| 5 |
QP
Quilter Plc
London,
United Kingdom
|
-$442K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
EWA
76
EverSource Wealth Advisors
Birmingham,
Alabama
| $10K | +$10K | +700 | New |
|
|
TC
77
TAP Consulting
Kirkwood,
Missouri
| $9K | +$9K | +637 | New |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $8K | – | – | – |
|
|
NFG
79
Next Financial Group
Houston,
Texas
| $6K | – | – | – |
|
|
RPCONE
80
Retirement Planning Company of New England
Warwick,
Rhode Island
| $4K | +$4K | +283 | New |
|
81
Rockefeller Capital Management
New York
| $3K | – | – | – |
|
82
National Bank of Canada
Montreal,
Quebec, Canada
| $3K | +$3K | +219 | New |
|
83
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$2K | +132 | New |
|
|
LFG
84
Larson Financial Group
St Louis,
Missouri
| $1K | +$1K | +75 | New |
|
|
QP
85
Quilter Plc
London,
United Kingdom
| – | -$442K | -30,247 | Closed |
|
|
SCP
86
Shorepoint Capital Partners
Norwood,
Massachusetts
| – | -$307K | -21,000 | Closed |
|
87
Jane Street
New York
| – | -$258K | -17,647 | Closed |
|
|
SC
88
Scotia Capital
Toronto,
Ontario, Canada
| – | -$149K | -10,216 | Closed |
|
89
Citigroup
New York
| – | -$36K | -2,457 | Closed |
|