EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

85 hedge funds and large institutions have $102M invested in Eaton Vance Senior Floating-Rate Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37M
2
NA
NewEdge Advisors
Louisiana
+$2.03M
3
WPC
White Pine Capital
Minnesota
+$1.11M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$954K
5
GP
Geneva Partners
Wisconsin
+$903K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
2
Invesco
Invesco
Georgia
-$1.57M
3
UBS Group
UBS Group
Switzerland
-$600K
4
AAM
Advisors Asset Management
Colorado
-$580K
5
QP
Quilter Plc
United Kingdom
-$442K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1
Penserra Capital Management
California
$11.7M +$162K +10,965 +1%
Morgan Stanley
2
Morgan Stanley
New York
$10.4M +$3.37M +228,236 +48%
MHIC
3
Marble Harbor Investment Counsel
Massachusetts
$8.33M +$252K +17,100 +3%
WPC
4
White Pine Capital
Minnesota
$7.19M +$1.11M +74,918 +18%
GC
5
Guggenheim Capital
Illinois
$6.82M -$138K -9,343 -2%
Bank of America
6
Bank of America
North Carolina
$6.74M -$349K -23,630 -5%
Invesco
7
Invesco
Georgia
$5.39M -$1.57M -106,277 -23%
CIA
8
Capital Investment Advisors
Georgia
$4.43M -$389K -26,387 -8%
IC
9
Intersect Capital
California
$3.48M +$610K +41,294 +21%
Ameriprise
10
Ameriprise
Minnesota
$3.15M +$211K +14,289 +7%
UBS Group
11
UBS Group
Switzerland
$3.11M -$600K -40,629 -16%
GP
12
Geneva Partners
Wisconsin
$2.51M +$903K +61,204 +56%
Wells Fargo
13
Wells Fargo
California
$2.14M -$22.2K -1,505 -1%
NA
14
NewEdge Advisors
Louisiana
$2.03M +$2.03M +137,343 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.67M -$76.2K -5,161 -4%
RJA
16
Raymond James & Associates
Florida
$1.41M +$300K +20,341 +27%
AAM
17
Advisors Asset Management
Colorado
$1.41M -$580K -39,320 -29%
BA
18
Ballew Advisors
Mississippi
$1.39M +$58.8K +4,065 +4%
OA
19
Oxbow Advisors
Texas
$1.23M -$36.9K -2,500 -3%
LPL Financial
20
LPL Financial
California
$1.22M +$243K +16,440 +25%
LPIC
21
LeJeune Puetz Investment Counsel
Michigan
$1.15M – – –
CA
22
CoreCap Advisors
Michigan
$1.11M +$1.11M +75,031 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$954K +$954K +64,603 New
GAMC
24
Garner Asset Management Corp
Texas
$880K +$91.2K +6,180 +12%
CPA
25
Cardiff Park Advisors
California
$854K +$854K +57,883 New
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