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EVF

Eaton Vance Senior Income Trust

53 hedge funds and large institutions have $93.9M invested in Eaton Vance Senior Income Trust in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 5153 (+2)

2% more capital invested

Capital invested by funds: $91.7M → $93.9M (+$2.2M)

0.33% more ownership

Funds ownership: 36.42%36.75% (+0.33%)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
26
Hilltop Holdings
Texas
$244K -$232K -35,040 -49%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$237K +$11.3K +1,711 +5%
SIA
28
SeaBridge Investment Advisors
New Jersey
$230K -$20.2K -3,050 -8%
DA
29
Doliver Advisors
Texas
$217K +$125K +18,888 +136%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$212K +$212K +32,005 New
WA
31
WealthTrust Axiom
Pennsylvania
$197K -$3.31K -500 -2%
RT
32
Reliance Trust
Georgia
$197K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$193K +$53.3K +8,055 +38%
FAAS
34
First Allied Advisory Services
California
$187K
HK
35
Horizon Kinetics
New York
$172K -$34.1K -5,147 -17%
ICM
36
Ionic Capital Management
New York
$164K +$164K +24,700 New
RJA
37
Raymond James & Associates
Florida
$100K +$100K +15,160 New
CA
38
Cetera Advisors
Colorado
$96K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$74K +$722 +109 +1%
BTS
40
BB&T Securities
Virginia
$68K -$927 -140 -1%
CP
41
Camelot Portfolios
Ohio
$66K
ISL
42
Ingalls & Snyder LLC
New York
$66K
ASN
43
Advisory Services Network
Georgia
$62K +$62K +9,358 New
PCM
44
Penserra Capital Management
California
$53K +$46.8K +7,061 +694%
Citigroup
45
Citigroup
New York
$39K +$79 +12 +0.2%
AG
46
Advisor Group
Arizona
$35K
HCM
47
Highlander Capital Management
New Jersey
$33K
GWM
48
Geneos Wealth Management
Colorado
$32K
SEI Investments
49
SEI Investments
Pennsylvania
$24K
IA
50
IFP Advisors
Florida
$11K

EVF Hedge Fund Activity: Q3 2017 in Review

53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2017, worth a combined $93.9M — up 2.4% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVF positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $782K. The largest seller was Advisors Asset Management, cutting an estimated $737K.

  • 53 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2017, up from 51 in Q2 2017.
  • Funds reported $93.9M of Eaton Vance Senior Income Trust stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Senior Income Trust positions in Q3 2017 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q3 2017 was Curi RMB Capital, an estimated $782K added.
  • The largest Eaton Vance Senior Income Trust seller in Q3 2017 was Advisors Asset Management, an estimated $737K sold.

Based on aggregated 13F filings for Q3 2017.