EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

80 hedge funds and large institutions have $83.8M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
30
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.88M
2
GC
2
Guggenheim Capital
Illinois
$6.59M
3
MWA
3
Midland Wealth Advisors
Illinois
$355K
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
VEA
5
Virtus ETF Advisers
New York
$759K

Top Sellers

1
MHIC
1
Marble Harbor Investment Counsel
Massachusetts
$3.27M
2
Bank of America
2
Bank of America
North Carolina
$11.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$321K
4
Invesco
4
Invesco
Georgia
$4.92M
5
WPC
5
White Pine Capital
Minnesota
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.1M 848,971 -105,249 -11%
Morgan Stanley
2
Morgan Stanley
New York
$8.4M 642,489 +880 +0.1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.88M 526,315 +254,596 +94%
GC
4
Guggenheim Capital
Illinois
$6.59M 503,639 +50,154 +11%
Ameriprise
5
Ameriprise
Minnesota
$5.3M 405,425 +19,120 +5%
Invesco
6
Invesco
Georgia
$4.92M 375,918 -53,884 -13%
Cohen & Steers
7
Cohen & Steers
New York
$4.91M 375,258 +5,000 +1%
AAM
8
Advisors Asset Management
Colorado
$3.97M 303,576 -5,985 -2%
WPC
9
White Pine Capital
Minnesota
$3.59M 274,820 -46,409 -14%
MHIC
10
Marble Harbor Investment Counsel
Massachusetts
$3.27M 249,670 -420,402 -63%
Wells Fargo
11
Wells Fargo
California
$1.89M 144,688 -16,970 -10%
LPL Financial
12
LPL Financial
California
$1.64M 125,558 -3,361 -3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.58M 120,652 +14,363 +14%
AA
14
Altman Advisors
Illinois
$1.48M 112,964 +411 +0.4%
VAM
15
Verity Asset Management
North Carolina
$1.44M 109,961 +594 +0.5%
FAIM
16
Financial Advocates Investment Management
Washington
$1.27M 96,914 +1,225 +1%
IWN
17
Independent Wealth Network
Iowa
$1.1M 84,018 +7,804 +10%
RWP
18
RWA Wealth Partners
Massachusetts
$1.09M 83,625 -3,850 -4%
UBS Group
19
UBS Group
Switzerland
$1.09M 83,274 +21 +0%
GAMC
20
Garner Asset Management Corp
Texas
$908K 69,398 +1,096 +2%
VEA
21
Virtus ETF Advisers
New York
$759K 58,048 +15,432 +36%
CIA
22
Capital Investment Advisors
Georgia
$750K 57,317 -3,383 -6%
BA
23
Ballew Advisors
Mississippi
$515K 39,194 -2,982 -7%
WMG
24
WESCAP Management Group
California
$492K 37,600 – –
SRC
25
Shufro Rose & Co
New York
$441K 33,700 – –
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