EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

92 hedge funds and large institutions have $82.9M invested in Eaton Vance Senior Floating-Rate Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
27
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.26M
2
Bank of America
2
Bank of America
North Carolina
$9.42M
3
1CP
3
1607 Capital Partners
Virginia
$1.27M
4
SIA
4
Sit Investment Associates
Minnesota
$1.25M
5
CAN
5
Claraphi Advisory Network
United States
$745K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$383K
2
GC
2
Guggenheim Capital
Illinois
$6.21M
3
RCM
3
Rivernorth Capital Management
Florida
$147K
4
OA
4
Oxbow Advisors
Texas
$368K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.42M 860,674 +137,745 +19%
MHIC
2
Marble Harbor Investment Counsel
Massachusetts
$6.77M 618,885 +9,882 +2%
Morgan Stanley
3
Morgan Stanley
New York
$6.23M 569,648 -40,279 -7%
GC
4
Guggenheim Capital
Illinois
$6.21M 567,491 -63,158 -10%
Invesco
5
Invesco
Georgia
$5.89M 538,127 +39,822 +8%
WPC
6
White Pine Capital
Minnesota
$5.09M 465,292 -20,607 -4%
OCM
7
Oaktree Capital Management
California
$3.29M 300,938 +54,529 +22%
Cohen & Steers
8
Cohen & Steers
New York
$3.26M 298,258 +141,596 +90%
SFS
9
Shaker Financial Services
Virginia
$2.91M 263,777 +54,148 +26%
Ameriprise
10
Ameriprise
Minnesota
$2.71M 248,156 +12,453 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.38M 217,062 +27,801 +15%
UBS Group
12
UBS Group
Switzerland
$1.75M 160,366 -8,811 -5%
LSC
13
Logan Stone Capital
Illinois
$1.43M 130,724 +41,553 +47%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.28M 117,449 -5,772 -5%
1CP
15
1607 Capital Partners
Virginia
$1.27M 116,200 +116,200 New
SIA
16
Sit Investment Associates
Minnesota
$1.25M 113,931 +113,931 New
LPL Financial
17
LPL Financial
California
$1.2M 110,005 +1,247 +1%
WAM
18
Wolverine Asset Management
Illinois
$1.15M 105,368 +65,101 +162%
AAM
19
Advisors Asset Management
Colorado
$1.11M 101,573 +57,630 +131%
PAS
20
Park Avenue Securities
New York
$1.09M 99,492 -6,743 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.08M 98,392 +1 +0%
VAM
22
Verity Asset Management
North Carolina
$990K 90,453 +51,915 +135%
LPIC
23
LeJeune Puetz Investment Counsel
Michigan
$943K 86,172 +13,000 +18%
BA
24
Ballew Advisors
Mississippi
$923K 80,026 -13,967 -15%
CIA
25
Capital Investment Advisors
Georgia
$866K 79,166 -429 -0.5%
1
2 3 4 5