EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

90 hedge funds and large institutions have $86.2M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.4M
2
Cohen & Steers
Cohen & Steers
New York
+$906K
3
RVPG
Relative Value Partners Group
+$619K
4
Wells Fargo
Wells Fargo
California
+$515K
5
Ameriprise
Ameriprise
Minnesota
+$439K

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$1.43M
2
WAM
Wolverine Asset Management
Illinois
-$909K
3
VF
Virtu Financial
New York
-$410K
4
Invesco
Invesco
Georgia
-$376K
5
LCM
Landscape Capital Management
New Jersey
-$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.1M +$1.4M +123,357 +14%
MHIC
2
Marble Harbor Investment Counsel
Massachusetts
$6.9M -$115K -10,175 -2%
GC
3
Guggenheim Capital
Illinois
$6.6M +$173K +15,286 +3%
Morgan Stanley
4
Morgan Stanley
New York
$6.36M -$95.5K -8,431 -1%
Invesco
5
Invesco
Georgia
$5.72M -$376K -33,150 -6%
WPC
6
White Pine Capital
Minnesota
$5.17M -$99.3K -8,760 -2%
Cohen & Steers
7
Cohen & Steers
New York
$4.29M +$906K +80,000 +27%
OCM
8
Oaktree Capital Management
California
$3.41M – – –
Ameriprise
9
Ameriprise
Minnesota
$3.25M +$439K +38,751 +16%
SFS
10
Shaker Financial Services
Virginia
$3.02M +$35.6K +3,146 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.49M +$32.2K +2,842 +1%
UBS Group
12
UBS Group
Switzerland
$1.82M +$6.93K +612 +0.4%
AAM
13
Advisors Asset Management
Colorado
$1.35M +$200K +17,628 +17%
1CP
14
1607 Capital Partners
Virginia
$1.32M – – –
SIA
15
Sit Investment Associates
Minnesota
$1.29M – – –
LPL Financial
16
LPL Financial
California
$1.28M +$31K +2,736 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.22M -$108K -9,536 -8%
Wells Fargo
18
Wells Fargo
California
$1.16M +$515K +45,476 +80%
VAM
19
Verity Asset Management
North Carolina
$1.13M +$102K +9,031 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.12M +$215 +19 +0%
PAS
21
Park Avenue Securities
New York
$1.05M -$81.2K -7,167 -7%
LPIC
22
LeJeune Puetz Investment Counsel
Michigan
$966K -$10.7K -947 -1%
BA
23
Ballew Advisors
Mississippi
$929K -$16.4K -1,388 -2%
CIA
24
Capital Investment Advisors
Georgia
$876K -$21K -1,850 -2%
AA
25
AQR Arbitrage
Connecticut
$860K +$204K +17,974 +31%
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