EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

75 hedge funds and large institutions have $115M invested in Eaton Vance Senior Floating-Rate Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
20
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.39M
2
Invesco
Invesco
Georgia
+$1.6M
3
Ameriprise
Ameriprise
Minnesota
+$1.31M
4
Millennium Management
Millennium Management
New York
+$420K
5
WPC
White Pine Capital
Minnesota
+$296K

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$2.37M
2
Cohen & Steers
Cohen & Steers
New York
-$2.24M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.79M
4
SFS
Shaker Financial Services
Virginia
-$1.18M
5
WAM
Wolverine Asset Management
Illinois
-$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$13.3M +$1.6M +108,123 +14%
GC
2
Guggenheim Capital
Illinois
$10.9M +$231K +15,642 +2%
Ameriprise
3
Ameriprise
Minnesota
$10M +$1.31M +88,317 +15%
Bank of America
4
Bank of America
North Carolina
$8.62M -$249K -16,874 -3%
SIA
5
Sit Investment Associates
Minnesota
$8.24M +$2.39M +161,895 +41%
Morgan Stanley
6
Morgan Stanley
New York
$7.88M -$654K -44,252 -8%
UBS Group
7
UBS Group
Switzerland
$4.47M +$203K +13,767 +5%
PP
8
Prudential plc
United Kingdom
$4.43M – – –
AAM
9
Advisors Asset Management
Colorado
$4.02M -$152K -10,502 -4%
RCA
10
Restructuring Capital Associates
Connecticut
$3.55M -$163K -11,000 -4%
BA
11
Ballew Advisors
Mississippi
$3.2M +$240K +16,252 +8%
WPC
12
White Pine Capital
Minnesota
$3.09M +$296K +20,037 +11%
FWIA
13
Fort Washington Investment Advisors
Ohio
$2.42M -$2.37M – –
CS
14
Comerica Securities
Michigan
$2.18M +$258K +17,450 +13%
Cohen & Steers
15
Cohen & Steers
New York
$2.03M -$2.24M -151,753 -52%
Wells Fargo
16
Wells Fargo
California
$1.93M -$59.1K -3,994 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.78M -$20.4K -1,379 -1%
CL
18
CPWM LLC
Washington
$1.65M -$17.3K -1,173 -1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.55M -$8.56K -579 -0.5%
IA
20
IFP Advisors
Florida
$1.51M – – –
UCFA
21
United Capital Financial Advisors
Texas
$1.35M -$172K -11,621 -11%
Walleye Trading
22
Walleye Trading
New York
$1.14M -$559K -37,803 -33%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.05M +$247K +16,688 +31%
LPIC
24
LeJeune Puetz Investment Counsel
Michigan
$997K -$14K -945 -1%
RJA
25
Raymond James & Associates
Florida
$983K -$590K -39,963 -38%
1
2 3 4