EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

93 hedge funds and large institutions have $413M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
27
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.19M
2
AAM
Advisors Asset Management
Colorado
+$1.09M
3
Wells Fargo
Wells Fargo
California
+$569K
4
Citadel Advisors
Citadel Advisors
Florida
+$352K
5
RAM
Readystate Asset Management
Illinois
+$337K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$4.13M
2
LCM
Landscape Capital Management
New Jersey
-$358K
3
UBS Group
UBS Group
Switzerland
-$333K
4
WAM
Wolverine Asset Management
Illinois
-$315K
5
Ameriprise
Ameriprise
Minnesota
-$195K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBP
76
Union Bancaire Privee
Switzerland
$43.2K +$43.2K +3,677 New
Comerica Bank
77
Comerica Bank
Texas
$38.4K – – –
BC
78
Barrett & Company
Rhode Island
$25.6K – – –
HI
79
Harbour Investments
Wisconsin
$22.2K – – –
AF
80
Allworth Financial
California
$21K – – –
SL
81
Salomon & Ludwin
Virginia
$20.5K – – –
PSB
82
Piscataqua Savings Bank
New Hampshire
$20.3K – – –
US Bancorp
83
US Bancorp
Minnesota
$19.2K – – –
EC
84
Elequin Capital
New York
$17.8K +$17.8K +1,392 New
HCM
85
Hollencrest Capital Management
California
$12.2K – – –
FFWM
86
Future Financial Wealth Management
Ohio
$10.2K – – –
GWSG
87
GPS Wealth Strategies Group
Colorado
$7.04K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$2K +$41 +3 +2%
LFG
89
Larson Financial Group
Missouri
$1.06K +$25 +2 +2%
AG
90
AmeriFlex Group
Nevada
$932 +$932 +70 New
TRCT
91
Tower Research Capital (TRC)
New York
$90 – – –
CA
92
CoreCap Advisors
Michigan
$77 -$23.4K -1,823 -100%
NS
93
NBC Securities
Alabama
$30 -$35.6K -2,373 -100%
HNB
94
Huntington National Bank
Ohio
$13 -$13 – –
LCM
95
Landscape Capital Management
New Jersey
– -$358K -28,116 Closed
WAM
96
Wolverine Asset Management
Illinois
– -$315K -24,719 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– -$187K -14,691 Closed
KAS
98
Kestra Advisory Services
Texas
– -$132K -10,383 Closed
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
– -$128K -10,016 Closed
Jones Financial Companies
100
Jones Financial Companies
Missouri
– -$20.1K -1,600 Closed
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