EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $99.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
23
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16M
2
MHIC
2
Marble Harbor Investment Counsel
Massachusetts
$9.47M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.89M
4
AAM
4
Advisors Asset Management
Colorado
$3.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.21M

Top Sellers

1
OCM
1
Oaktree Capital Management
California
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$151K
4
PAS
4
Park Avenue Securities
New York
$0
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
76
Farther Finance Advisors
California
$11.7K +$11.7K +925 New
ASN
77
Advisory Services Network
Georgia
$9.57K +$9.57K +756 New
BWM
78
Baystate Wealth Management
Massachusetts
$9.03K +$9.03K +713 New
IPW
79
Impact Partnership Wealth
Georgia
$7.6K – – –
GWSG
80
GPS Wealth Strategies Group
Colorado
$6.96K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$3.46K +$1.46K +115 +73%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$2K -$15.9K -1,052 -89%
AWM
83
Able Wealth Management
New Jersey
$1.8K +$1.8K +142 New
NA
84
NewEdge Advisors
Louisiana
$1.58K – – –
LFG
85
Larson Financial Group
Missouri
$950 – – –
CIA
86
Cape Investment Advisory
Georgia
$139 +$139 +11 New
HNB
87
Huntington National Bank
Ohio
$13 -$12 – –
OCM
88
Oaktree Capital Management
California
– -$2.98M -245,996 Closed
SFS
89
Shaker Financial Services
Virginia
– -$1.17M -96,756 Closed
PAS
90
Park Avenue Securities
New York
– -$1.06M -87,421 Closed
AA
91
AQR Arbitrage
Connecticut
– -$808K -66,689 Closed
RVPG
92
Relative Value Partners Group
– -$410K -33,842 Closed
PHS
93
Pekin Hardy Strauss
Illinois
– -$248K -20,500 Closed
SPC
94
Sigma Planning Corp
Michigan
– -$227K -18,774 Closed
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
– -$201K -16,623 Closed
ICMP
96
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$160K -13,200 Closed
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
– -$128K -10,540 Closed
IA
98
IFP Advisors
Florida
– -$12.1K -1,000 Closed
RW
99
RVW Wealth
California
– -$10.3K -849 Closed
JFA
100
JNBA Financial Advisors
Minnesota
– -$8.07K -666 Closed
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