EFR

Eaton Vance Senior Floating-Rate Fund

86 hedge funds and large institutions have $89.8M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
19
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12.4M -$645K -49,468 -5%
MHIC
2
Marble Harbor Investment Counsel
Massachusetts
$8.73M -$1.01M -77,681 -10%
Morgan Stanley
3
Morgan Stanley
New York
$8.36M -$8.14M -624,595 -49%
GC
4
Guggenheim Capital
Illinois
$5.91M -$452K -34,709 -7%
Invesco
5
Invesco
Georgia
$5.6M -$1.1M -84,200 -16%
Ameriprise
6
Ameriprise
Minnesota
$5.03M +$223K +17,128 +5%
Cohen & Steers
7
Cohen & Steers
New York
$4.82M -$261K -20,000 -5%
WPC
8
White Pine Capital
Minnesota
$4.2M -$973K -74,396 -19%
AAM
9
Advisors Asset Management
Colorado
$4.03M +$330K +25,307 +9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.54M +$568K +43,620 +19%
Wells Fargo
11
Wells Fargo
California
$2.11M -$45K -3,450 -2%
LPL Financial
12
LPL Financial
California
$1.68M -$65.7K -5,044 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.62M -$1.1M -84,178 -40%
AA
14
Altman Advisors
Illinois
$1.47M +$23.4K +1,794 +2%
VAM
15
Verity Asset Management
North Carolina
$1.43M +$15.9K +1,223 +1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$137K +10,522 +11%
FAIM
17
Financial Advocates Investment Management
Washington
$1.25M +$53.4K +4,100 +4%
RWP
18
RWA Wealth Partners
Massachusetts
$1.14M
UBS Group
19
UBS Group
Switzerland
$1.08M -$635K -48,713 -37%
IWN
20
Independent Wealth Network
Iowa
$993K +$63.2K +4,848 +7%
GAMC
21
Garner Asset Management Corp
Texas
$890K +$38.3K +2,938 +4%
CIA
22
Capital Investment Advisors
Georgia
$791K -$57.1K -4,386 -7%
TA
23
Tactive Advisors
Florida
$663K +$88.2K +6,771 +15%
VEA
24
Virtus ETF Advisers
New York
$555K +$116K +8,878 +26%
BA
25
Ballew Advisors
Mississippi
$554K -$42.6K -3,244 -7%