EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

81 hedge funds and large institutions have $86.4M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.51M
3
GC
Guggenheim Capital
Illinois
+$1.46M
4
WPC
White Pine Capital
Minnesota
+$1.28M
5
SFS
Shaker Financial Services
Virginia
+$788K

Top Sellers

1
PCM
Penserra Capital Management
California
-$11.7M
2
CIA
Capital Investment Advisors
Georgia
-$2.65M
3
NA
NewEdge Advisors
Louisiana
-$1.42M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$954K
5
GP
Geneva Partners
Wisconsin
-$669K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$3K – – –
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$3K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$2K -$112 -7 -5%
LFG
79
Larson Financial Group
Missouri
$1K – – –
SA
80
SFI Advisors
New Jersey
$287 – – –
PCM
81
Penserra Capital Management
California
– -$11.7M -790,370 Closed
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
– -$954K -64,603 Closed
WANY
83
Wealthspire Advisors (New York)
New York
– -$295K -20,000 Closed
EVM
84
Eaton Vance Management
Massachusetts
– -$127K -8,575 Closed
SWM
85
Spire Wealth Management
Virginia
– -$71K -4,800 Closed
CWS
86
Confluence Wealth Services
Pennsylvania
– -$27K -1,875 Closed
TRCT
87
Tower Research Capital (TRC)
New York
– -$20K -1,348 Closed
BC
88
Belmont Capital
California
– -$16K -1,080 Closed
LC
89
Lindbrook Capital
California
– -$10K -655 Closed
TC
90
TAP Consulting
Missouri
– -$9K -637 Closed
RPCONE
91
Retirement Planning Company of New England
Rhode Island
– -$4K -283 Closed
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