EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

86 hedge funds and large institutions have $95M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$5.13M
2
Morgan Stanley
Morgan Stanley
New York
$11M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.54M
4
Invesco
Invesco
Georgia
$6.48M
5
FA
Fiduciary Alliance
South Carolina
$859K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.89M
2
GC
Guggenheim Capital
Illinois
$6.63M
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
Bank of America
Bank of America
North Carolina
$9.39M
5
LPL Financial
LPL Financial
California
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11M +$3.27M +269,936 +43%
Bank of America
2
Bank of America
North Carolina
$9.39M -$800K -66,021 -8%
GC
3
Guggenheim Capital
Illinois
$6.63M -$1.13M -93,163 -15%
Invesco
4
Invesco
Georgia
$6.48M +$1.36M +112,523 +27%
AAM
5
Advisors Asset Management
Colorado
$6.38M +$349K +28,768 +6%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$5.13M +$5.13M +423,654 New
Wells Fargo
7
Wells Fargo
California
$5.11M -$443K -36,542 -8%
Ameriprise
8
Ameriprise
Minnesota
$4.76M -$150K -12,354 -3%
WPC
9
White Pine Capital
Minnesota
$4.13M -$16.7K -1,376 -0.4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.89M -$1.7M -140,226 -30%
Cohen & Steers
11
Cohen & Steers
New York
$3.85M +$121K +10,000 +3%
EFG
12
Ethos Financial Group
Pennsylvania
$2.97M +$40.8K +3,365 +1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.2M +$103K +8,513 +5%
CCM
14
Collar Capital Management
Wisconsin
$1.56M +$44.8K +3,700 +3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.54M +$1.54M +126,878 New
VAM
16
Verity Asset Management
North Carolina
$1.52M -$8.4K -693 -0.6%
LPL Financial
17
LPL Financial
California
$1.3M -$793K -65,443 -38%
WAM
18
Wolverine Asset Management
Illinois
$943K +$645K +53,256 +217%
FA
19
Fiduciary Alliance
South Carolina
$859K +$859K +70,845 New
VIA
20
Virtus Investment Advisers
Connecticut
$794K -$139K -11,482 -15%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$786K -$13.4K -1,105 -2%
GAMC
22
Garner Asset Management Corp
Texas
$699K -$79.6K -6,564 -10%
RWP
23
RWA Wealth Partners
Massachusetts
$690K -$52.7K -4,350 -7%
RAM
24
Readystate Asset Management
Illinois
$672K +$352K +29,013 +110%
UBS Group
25
UBS Group
Switzerland
$641K -$18.4K -1,516 -3%
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