EFR

Eaton Vance Senior Floating-Rate Fund

86 hedge funds and large institutions have $89.8M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
19
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSB
76
Piscataqua Savings Bank
New Hampshire
$20.7K
US Bancorp
77
US Bancorp
Minnesota
$19.5K
CA
78
CoreCap Advisors
Michigan
$16.1K +$16.1K +1,233 New
HCM
79
Hollencrest Capital Management
California
$12.4K
RG
80
Retirement Group
California
$11.1K +$11.1K +850 New
FFWM
81
Future Financial Wealth Management
Ohio
$10.4K +$10.4K +800 New
IPW
82
Impact Partnership Wealth
Georgia
$7.82K
GWSG
83
GPS Wealth Strategies Group
Colorado
$7.17K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$2K +$73 +5 +4%
NA
85
NewEdge Advisors
Louisiana
$1.63K
LFG
86
Larson Financial Group
Missouri
$995 +$13 +1 +1%
HNB
87
Huntington National Bank
Ohio
$13 -$13
SIA
88
Sit Investment Associates
Minnesota
-$604K -47,685 Closed
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
-$247K -19,479 Closed
AUIM
90
Aegon USA Investment Management
Iowa
-$216K -17,070 Closed
Nomura Holdings
91
Nomura Holdings
Japan
-$190K -15,020 Closed
TFCP
92
Twin Focus Capital Partners
Massachusetts
-$177K -14,000 Closed
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
-$146K -11,498 Closed
SWP
94
Stratos Wealth Partners
Ohio
-$129K -10,195 Closed
JRCM
95
Jones Road Capital Management
New York
-$54K -4,265 Closed
FFA
96
Farther Finance Advisors
California
-$11.7K -925 Closed
ASN
97
Advisory Services Network
Georgia
-$9.57K -756 Closed
TRCT
98
Tower Research Capital (TRC)
New York
-$3.46K -273 Closed
AWM
99
Able Wealth Management
New Jersey
-$1.8K -142 Closed
CIA
100
Cape Investment Advisory
Georgia
-$139 -11 Closed