EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

81 hedge funds and large institutions have $86.4M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.51M
3
GC
Guggenheim Capital
Illinois
+$1.46M
4
WPC
White Pine Capital
Minnesota
+$1.28M
5
SFS
Shaker Financial Services
Virginia
+$788K

Top Sellers

1
PCM
Penserra Capital Management
California
-$11.7M
2
CIA
Capital Investment Advisors
Georgia
-$2.65M
3
NA
NewEdge Advisors
Louisiana
-$1.42M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$954K
5
GP
Geneva Partners
Wisconsin
-$669K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11M +$1.51M +112,959 +16%
Bank of America
2
Bank of America
North Carolina
$9.63M +$3.5M +261,255 +57%
MHIC
3
Marble Harbor Investment Counsel
Massachusetts
$7.94M +$371K +27,700 +5%
WPC
4
White Pine Capital
Minnesota
$7.81M +$1.28M +95,603 +20%
GC
5
Guggenheim Capital
Illinois
$7.65M +$1.46M +108,647 +24%
Invesco
6
Invesco
Georgia
$4.72M -$178K -13,276 -4%
Ameriprise
7
Ameriprise
Minnesota
$2.94M +$68.7K +5,121 +2%
IC
8
Intersect Capital
California
$2.5M -$667K -49,754 -21%
UBS Group
9
UBS Group
Switzerland
$2.42M -$400K -29,831 -14%
Wells Fargo
10
Wells Fargo
California
$1.86M -$85.7K -6,391 -4%
RJA
11
Raymond James & Associates
Florida
$1.64M +$358K +26,694 +28%
GP
12
Geneva Partners
Wisconsin
$1.61M -$669K -49,928 -29%
CA
13
CoreCap Advisors
Michigan
$1.42M +$413K +30,804 +41%
CIA
14
Capital Investment Advisors
Georgia
$1.37M -$2.65M -197,928 -66%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.35M -$171K -12,725 -11%
BA
16
Ballew Advisors
Mississippi
$1.31M +$12.9K +950 +1%
OA
17
Oxbow Advisors
Texas
$1.18M +$69.4K +5,178 +6%
LPL Financial
18
LPL Financial
California
$1.17M +$65.2K +4,862 +6%
LPIC
19
LeJeune Puetz Investment Counsel
Michigan
$991K -$53.7K -4,011 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$846K +$220K +16,398 +35%
GAMC
21
Garner Asset Management Corp
Texas
$826K +$26.5K +1,974 +3%
SFS
22
Shaker Financial Services
Virginia
$788K +$788K +58,740 New
CPA
23
Cardiff Park Advisors
California
$776K – – –
AAM
24
Advisors Asset Management
Colorado
$748K -$532K -39,730 -42%
AUIM
25
Aegon USA Investment Management
Iowa
$732K +$732K +54,581 New
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