EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

66 hedge funds and large institutions have $105M invested in Eaton Vance Senior Floating-Rate Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
30
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.06M
2
Invesco
Invesco
Georgia
+$1.66M
3
Ameriprise
Ameriprise
Minnesota
+$1.62M
4
Morgan Stanley
Morgan Stanley
New York
+$658K
5
Bank of America
Bank of America
North Carolina
+$383K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$3.45M
2
RCM
Robinson Capital Management
Michigan
-$1.16M
3
Wells Fargo
Wells Fargo
California
-$348K
4
SRC
Shufro Rose & Co
New York
-$273K
5
CS
Comerica Securities
Michigan
-$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$11.9M +$36.8K +2,463 +0.3%
Invesco
2
Invesco
Georgia
$10.7M +$1.66M +111,021 +18%
Morgan Stanley
3
Morgan Stanley
New York
$9.07M +$658K +44,020 +8%
Ameriprise
4
Ameriprise
Minnesota
$8.5M +$1.62M +108,559 +24%
Bank of America
5
Bank of America
North Carolina
$6.37M +$383K +25,649 +6%
AAM
6
Advisors Asset Management
Colorado
$5.24M +$90.6K +6,065 +2%
PP
7
Prudential plc
United Kingdom
$4.48M – – –
UBS Group
8
UBS Group
Switzerland
$4.28M -$156K -10,447 -4%
Cohen & Steers
9
Cohen & Steers
New York
$4.06M +$26.8K +1,795 +0.7%
RCA
10
Restructuring Capital Associates
Connecticut
$3.96M – – –
FWIA
11
Fort Washington Investment Advisors
Ohio
$2.93M -$3.45M – –
WPC
12
White Pine Capital
Minnesota
$2.62M +$196K +13,120 +8%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$2.52M – – –
Wells Fargo
14
Wells Fargo
California
$2.24M -$348K -23,278 -13%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.06M +$2.06M +137,866 New
IA
16
IFP Advisors
Florida
$2.01M +$48.8K +3,268 +2%
CS
17
Comerica Securities
Michigan
$1.99M -$160K -10,709 -7%
RJA
18
Raymond James & Associates
Florida
$1.95M +$138K +9,226 +8%
CL
19
CPWM LLC
Washington
$1.72M +$7.57K +507 +0.4%
UCFA
20
United Capital Financial Advisors
Texas
$1.48M +$106K +7,086 +8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.41M +$151K +10,112 +12%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.38M +$493 +33 +0%
LPIC
23
LeJeune Puetz Investment Counsel
Michigan
$1.02M -$44.8K -3,000 -4%
AAM
24
Aureus Asset Management
Massachusetts
$926K – – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$922K +$1.64K +110 +0.2%
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