EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

84 hedge funds and large institutions have $78M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
19
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$1.18M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.37M
3
LSC
3
Logan Stone Capital
Illinois
$991K
4
Cohen & Steers
4
Cohen & Steers
New York
$1.74M
5
SFS
5
Shaker Financial Services
Virginia
$2.33M

Top Sellers

1
SCP
1
Shorepoint Capital Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.78M
3
CA
3
CoreCap Advisors
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$628K
5
Bank of America
5
Bank of America
North Carolina
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.03M 722,929 -58,736 -8%
GC
2
Guggenheim Capital
Illinois
$7.01M 630,649 +19,124 +3%
Morgan Stanley
3
Morgan Stanley
New York
$6.78M 609,927 -140,885 -19%
MHIC
4
Marble Harbor Investment Counsel
Massachusetts
$6.77M 609,003 +22,600 +4%
Invesco
5
Invesco
Georgia
$5.54M 498,305 +44,094 +10%
WPC
6
White Pine Capital
Minnesota
$5.4M 485,899 -54,582 -10%
OCM
7
Oaktree Capital Management
California
$2.74M 246,409 +21,959 +10%
RJA
8
Raymond James & Associates
Florida
$2.69M 242,037 -33,170 -12%
Ameriprise
9
Ameriprise
Minnesota
$2.62M 235,703 +5,816 +3%
SFS
10
Shaker Financial Services
Virginia
$2.33M 209,629 +72,946 +53%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.1M 189,261 +38,919 +26%
UBS Group
12
UBS Group
Switzerland
$1.88M 169,177 -2,320 -1%
Cohen & Steers
13
Cohen & Steers
New York
$1.74M 156,662 +84,978 +119%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.37M 123,221 +103,209 +516%
LPL Financial
15
LPL Financial
California
$1.21M 108,758 +8,286 +8%
PAS
16
Park Avenue Securities
New York
$1.18M 106,235 +106,235 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.09M 98,391 -1,361 -1%
BA
18
Ballew Advisors
Mississippi
$1.04M 93,993 -593 -0.6%
LSC
19
Logan Stone Capital
Illinois
$991K 89,171 +89,171 New
OA
20
Oxbow Advisors
Texas
$962K 86,649 +300 +0.3%
CIA
21
Capital Investment Advisors
Georgia
$884K 79,595 -110 -0.1%
LPIC
22
LeJeune Puetz Investment Counsel
Michigan
$813K 73,172 – –
RCM
23
Rivernorth Capital Management
Florida
$745K 67,081 +67,081 New
GAMC
24
Garner Asset Management Corp
Texas
$683K 61,492 -9,849 -14%
Wells Fargo
25
Wells Fargo
California
$628K 56,544 -82,859 -59%
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