EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

90 hedge funds and large institutions have $86.2M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.4M
2
Cohen & Steers
Cohen & Steers
New York
+$906K
3
RVPG
Relative Value Partners Group
+$619K
4
Wells Fargo
Wells Fargo
California
+$515K
5
Ameriprise
Ameriprise
Minnesota
+$439K

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$1.43M
2
WAM
Wolverine Asset Management
Illinois
-$909K
3
VF
Virtu Financial
New York
-$410K
4
Invesco
Invesco
Georgia
-$376K
5
LCM
Landscape Capital Management
New Jersey
-$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$26.4K – – –
BC
77
Barrett & Company
Rhode Island
$22.7K – – –
PSB
78
Piscataqua Savings Bank
New Hampshire
$18K – – –
US Bancorp
79
US Bancorp
Minnesota
$17K – – –
IA
80
IFP Advisors
Florida
$14.7K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$13K +$11.6K +1,000 +800%
HCM
82
Hollencrest Capital Management
California
$10.8K – – –
ASN
83
Advisory Services Network
Georgia
$8.57K – – –
AAS
84
Ameritas Advisory Services
Nebraska
$8.49K +$8.49K +749 New
EWA
85
EverSource Wealth Advisors
Alabama
$6.79K – – –
GWSG
86
GPS Wealth Strategies Group
Colorado
$6.23K +$6.23K +550 New
NA
87
NewEdge Advisors
Louisiana
$1.42K – – –
LFG
88
Larson Financial Group
Missouri
$850 – – –
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$114 -$6 -500 -5%
HNB
90
Huntington National Bank
Ohio
$11 -$11 – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$11 +$11 +1 New
LSC
92
Logan Stone Capital
Illinois
– -$1.43M -130,724 Closed
VF
93
Virtu Financial
New York
– -$410K -37,523 Closed
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
– -$191K -17,460 Closed
RCM
95
Rivernorth Capital Management
Florida
– -$147K -13,393 Closed
RJFSA
96
Raymond James Financial Services Advisors
Florida
– -$142K -12,991 Closed
WAM
97
Weiss Asset Management
Massachusetts
– -$125K -11,467 Closed
SG
98
StoneX Group
New York
– -$114K -10,460 Closed
PTC
99
Private Trust Company
Ohio
– -$50K -4,600 Closed
OIA
100
Optimum Investment Advisors
Illinois
– -$29.5K -2,700 Closed
1 2 3
4
5