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EVF

Eaton Vance Senior Income Trust
EVF

56 hedge funds and large institutions have $93.3M invested in Eaton Vance Senior Income Trust in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

6% more funds holding

Funds holding: 53 → 56 (+3)

1.02% more ownership

Funds ownership: 36.75% → 37.77% (+1%)

1% less capital invested

Capital invested by funds: $93.9M → $93.3M (-$662K)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.88M
2
SCM
Saba Capital Management
New York
+$1.19M
3
ICM
Ionic Capital Management
New York
+$936K
4
MHIC
Marble Harbor Investment Counsel
Massachusetts
+$682K
5
WAM
Wolverine Asset Management
Illinois
+$599K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$7.88M
2
AAM
Advisors Asset Management
Colorado
-$1.05M
3
GC
Guggenheim Capital
Illinois
-$1.05M
4
SFS
Shaker Financial Services
Virginia
-$668K
5
AIP
Ahrens Investment Partners
Louisiana
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
26
Hilltop Holdings
Texas
$468K +$228K +35,040 +95%
CIA
27
Capital Investment Advisors
Georgia
$364K +$2.25K +346 +0.6%
RJA
28
Raymond James & Associates
Florida
$343K +$243K +37,408 +247%
IFWM
29
Institute for Wealth Management
Colorado
$297K – – –
DA
30
Doliver Advisors
Texas
$234K +$20.2K +3,102 +9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$230K -$3.56K -547 -2%
SIA
32
SeaBridge Investment Advisors
New Jersey
$218K -$8.65K -1,330 -4%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$208K -$768 -118 -0.4%
RT
34
Reliance Trust
Georgia
$194K – – –
WA
35
WealthTrust Axiom
Pennsylvania
$194K – – –
FAAS
36
First Allied Advisory Services
California
$193K +$7.81K +1,200 +4%
HK
37
Horizon Kinetics
New York
$170K – – –
AIP
38
Ahrens Investment Partners
Louisiana
$145K -$245K -37,600 -63%
RCM
39
Robinson Capital Management
Michigan
$136K +$135K +20,800 New
DWM
40
Dynasty Wealth Management
Florida
$130K +$130K +20,000 New
WAM
41
Weiss Asset Management
Massachusetts
$117K +$117K +17,950 New
Squarepoint
42
Squarepoint
New York
$103K +$103K +15,784 New
AG
43
Advisor Group
Arizona
$99K +$65K +10,000 +191%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$97K -$92.1K -14,160 -49%
CA
45
Cetera Advisors
Colorado
$95K – – –
PCM
46
Penserra Capital Management
California
$92K +$39.8K +6,116 +76%
PAS
47
Park Avenue Securities
New York
$85K +$85.3K +13,117 New
BFC
48
Bedel Financial Consulting
Indiana
$81K +$80.9K +12,440 New
CP
49
Camelot Portfolios
Ohio
$65K – – –
Citigroup
50
Citigroup
New York
$35K -$3.67K -565 -10%
1
2
3

EVF Hedge Fund Activity: Q4 2017 in Review

56 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2017, worth a combined $93.3M — down 0.7% from $93.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVF positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $1.88M. The largest seller was Invesco, cutting an estimated $7.88M.

  • 56 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2017, up from 53 in Q3 2017.
  • Funds reported $93.3M of Eaton Vance Senior Income Trust stock for Q4 2017, down 0.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Senior Income Trust positions in Q4 2017 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2017 was UBS Group, an estimated $1.88M added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2017 was Invesco, an estimated $7.88M sold.

Based on aggregated 13F filings for Q4 2017.