EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

93 hedge funds and large institutions have $413M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
27
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.19M
2
AAM
Advisors Asset Management
Colorado
+$1.09M
3
Wells Fargo
Wells Fargo
California
+$569K
4
Citadel Advisors
Citadel Advisors
Florida
+$352K
5
RAM
Readystate Asset Management
Illinois
+$337K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$4.13M
2
LCM
Landscape Capital Management
New Jersey
-$358K
3
UBS Group
UBS Group
Switzerland
-$333K
4
WAM
Wolverine Asset Management
Illinois
-$315K
5
Ameriprise
Ameriprise
Minnesota
-$195K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$324M -$4.13M -323 -1%
Bank of America
2
Bank of America
North Carolina
$10.8M +$303K +23,640 +3%
GC
3
Guggenheim Capital
Illinois
$8.59M +$1.19M +93,289 +16%
Morgan Stanley
4
Morgan Stanley
New York
$8.3M -$21.6K -1,687 -0.3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.56M +$335K +26,141 +5%
AAM
6
Advisors Asset Management
Colorado
$5.74M +$1.09M +84,911 +23%
Invesco
7
Invesco
Georgia
$5.27M -$54.9K -4,292 -1%
Cohen & Steers
8
Cohen & Steers
New York
$5.18M +$243K +19,000 +5%
Ameriprise
9
Ameriprise
Minnesota
$5.13M -$195K -15,243 -4%
WPC
10
White Pine Capital
Minnesota
$4.57M -$98.2K -7,671 -2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$262K +20,505 +14%
Wells Fargo
12
Wells Fargo
California
$1.72M +$569K +44,427 +49%
CCM
13
Collar Capital Management
Wisconsin
$1.68M +$1.68M +131,145 New
VAM
14
Verity Asset Management
North Carolina
$1.59M +$141K +11,018 +10%
LPL Financial
15
LPL Financial
California
$1.56M -$53.3K -4,166 -3%
FAIM
16
Financial Advocates Investment Management
Washington
$1.29M +$49.3K +3,850 +4%
RWP
17
RWA Wealth Partners
Massachusetts
$954K -$92.8K -7,250 -9%
GAMC
18
Garner Asset Management Corp
Texas
$889K -$1.78K -139 -0.2%
AA
19
Altman Advisors
Illinois
$888K -$57.2K -5,165 -6%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$850K +$174K +13,609 +26%
VEA
21
Virtus ETF Advisers
New York
$757K +$80.6K +6,296 +12%
MHIC
22
Marble Harbor Investment Counsel
Massachusetts
$748K – – –
UBS Group
23
UBS Group
Switzerland
$711K -$333K -25,992 -32%
CIA
24
Capital Investment Advisors
Georgia
$701K -$27.4K -2,143 -4%
Raymond James Financial
25
Raymond James Financial
Florida
$569K +$569K +44,443 New
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