EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $99.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
23
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16M
2
MHIC
2
Marble Harbor Investment Counsel
Massachusetts
$9.47M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.89M
4
AAM
4
Advisors Asset Management
Colorado
$3.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.21M

Top Sellers

1
OCM
1
Oaktree Capital Management
California
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$151K
4
PAS
4
Park Avenue Securities
New York
$0
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16M 1,266,204 +642,455 +103%
Bank of America
2
Bank of America
North Carolina
$12.7M 1,003,688 -20,195 -2%
MHIC
3
Marble Harbor Investment Counsel
Massachusetts
$9.47M 747,753 +131,943 +21%
Invesco
4
Invesco
Georgia
$6.51M 514,002 +24,170 +5%
GC
5
Guggenheim Capital
Illinois
$6.18M 488,194 -42,526 -8%
WPC
6
White Pine Capital
Minnesota
$5.01M 395,625 -49,769 -11%
Cohen & Steers
7
Cohen & Steers
New York
$4.94M 390,258 -25,000 -6%
Ameriprise
8
Ameriprise
Minnesota
$4.67M 369,177 +38,713 +12%
AAM
9
Advisors Asset Management
Colorado
$3.6M 284,254 +93,460 +49%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.89M 228,099 +104,260 +84%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.64M 208,566 -4,632 -2%
Wells Fargo
12
Wells Fargo
California
$2.09M 165,108 +60,696 +58%
LPL Financial
13
LPL Financial
California
$1.7M 133,963 -4,225 -3%
UBS Group
14
UBS Group
Switzerland
$1.67M 131,966 -19,760 -13%
AA
15
Altman Advisors
Illinois
$1.4M 110,759 +71,823 +184%
VAM
16
Verity Asset Management
North Carolina
$1.37M 108,144 +177 +0.2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.21M 95,767 +87,406 +1,045%
FAIM
18
Financial Advocates Investment Management
Washington
$1.16M 91,589 -650 -0.7%
RWP
19
RWA Wealth Partners
Massachusetts
$1.11M 87,475 – –
IWN
20
Independent Wealth Network
Iowa
$903K 71,366 +25,250 +55%
GAMC
21
Garner Asset Management Corp
Texas
$855K 65,364 -3,709 -5%
CIA
22
Capital Investment Advisors
Georgia
$824K 65,086 -3,820 -6%
SIA
23
Sit Investment Associates
Minnesota
$604K 47,685 – –
BA
24
Ballew Advisors
Mississippi
$577K 45,420 -12,673 -22%
TA
25
Tactive Advisors
Florida
$558K 44,095 -2,368 -5%
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