EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

85 hedge funds and large institutions have $89.1M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-8
Holders Change %
-8.6%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.97M
2
EFG
Ethos Financial Group
Pennsylvania
+$2.96M
3
VIA
Virtus Investment Advisers
Connecticut
+$943K
4
LPL Financial
LPL Financial
California
+$628K
5
AAM
Advisors Asset Management
Colorado
+$602K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.59M
2
Cohen & Steers
Cohen & Steers
New York
-$1.18M
3
VEA
Virtus ETF Advisers
New York
-$757K
4
SA
SFI Advisors
New Jersey
-$377K
5
GC
Guggenheim Capital
Illinois
-$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.3M -$28.9K -2,360 -0.3%
GC
2
Guggenheim Capital
Illinois
$7.85M -$372K -30,359 -5%
Morgan Stanley
3
Morgan Stanley
New York
$7.76M -$183K -14,935 -2%
AAM
4
Advisors Asset Management
Colorado
$6.1M +$602K +49,180 +11%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.65M -$1.59M -129,484 -22%
Wells Fargo
6
Wells Fargo
California
$5.61M +$3.97M +323,814 +241%
Invesco
7
Invesco
Georgia
$5.17M +$133K +10,862 +3%
Ameriprise
8
Ameriprise
Minnesota
$4.96M +$48.7K +3,973 +1%
WPC
9
White Pine Capital
Minnesota
$4.19M -$181K -14,756 -4%
Cohen & Steers
10
Cohen & Steers
New York
$3.77M -$1.18M -96,356 -24%
EFG
11
Ethos Financial Group
Pennsylvania
$2.96M +$2.96M +241,772 New
LPL Financial
12
LPL Financial
California
$2.12M +$628K +51,296 +42%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$23K +1,876 +1%
VAM
14
Verity Asset Management
North Carolina
$1.54M +$24.2K +1,979 +2%
CCM
15
Collar Capital Management
Wisconsin
$1.53M -$76K -6,200 -5%
FAIM
16
Financial Advocates Investment Management
Washington
$1.03M -$204K -16,675 -17%
VIA
17
Virtus Investment Advisers
Connecticut
$943K +$943K +76,961 New
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$808K -$4.83K -394 -0.6%
GAMC
19
Garner Asset Management Corp
Texas
$787K -$64K -5,226 -8%
RWP
20
RWA Wealth Partners
Massachusetts
$751K -$162K -13,250 -18%
UBS Group
21
UBS Group
Switzerland
$667K -$14.1K -1,148 -2%
CIA
22
Capital Investment Advisors
Georgia
$639K -$31.6K -2,577 -5%
Raymond James Financial
23
Raymond James Financial
Florida
$575K +$30.7K +2,503 +6%
MHIC
24
Marble Harbor Investment Counsel
Massachusetts
$522K -$194K -15,800 -27%
AA
25
Altman Advisors
Illinois
$511K -$260K -27,059 -34%
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