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EVF

Eaton Vance Senior Income Trust
EVF

66 hedge funds and large institutions have $81.6M invested in Eaton Vance Senior Income Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

8% more funds holding

Funds holding: 61 → 66 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.98% less ownership

Funds ownership: 34.54% → 33.56% (-0.98%)

8% less capital invested

Capital invested by funds: $88.7M → $81.6M (-$7.11M)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.88M
2
LCM
Laurion Capital Management
New York
+$2.68M
3
CRC
Curi RMB Capital
Illinois
+$724K
4
RCM
Rivernorth Capital Management
Florida
+$604K
5
Stifel Financial
Stifel Financial
Missouri
+$488K

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$5.54M
2
AAM
Advisors Asset Management
Colorado
-$2.27M
3
UBS Group
UBS Group
Switzerland
-$1.62M
4
GC
Guggenheim Capital
Illinois
-$767K
5
ICM
Ionic Capital Management
New York
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$391K +$220K +33,147 +118%
DA
27
Doliver Advisors
Texas
$381K +$227K +34,147 +133%
CIA
28
Capital Investment Advisors
Georgia
$355K +$239 +36 +0.1%
FIMG
29
Financial & Investment Management Group
Michigan
$296K – – –
SKK
30
Shepherd Kaplan Krochuk
Massachusetts
$293K +$305K +45,960 New
RJA
31
Raymond James & Associates
Florida
$288K +$3.7K +557 +1%
IFWM
32
Institute for Wealth Management
Colorado
$278K -$7.3K -1,100 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$275K +$191K +28,801 +200%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$235K -$48.1K -7,239 -16%
FAAS
35
First Allied Advisory Services
California
$204K +$15.3K +2,300 +8%
PCM
36
Penserra Capital Management
California
$204K +$53.1K +8,005 +33%
RTS
37
Round Table Services
New Jersey
$203K – – –
PAS
38
Park Avenue Securities
New York
$198K +$37.8K +5,693 +22%
RT
39
Reliance Trust
Georgia
$190K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$189K -$9.25K -1,393 -4%
WA
41
WealthTrust Axiom
Pennsylvania
$189K – – –
DWM
42
Dynasty Wealth Management
Florida
$166K – – –
HK
43
Horizon Kinetics
New York
$166K – – –
SIA
44
SeaBridge Investment Advisors
New Jersey
$154K -$17.9K -2,700 -10%
BAM
45
Belpointe Asset Management
Nevada
$118K +$3.21K +484 +3%
HH
46
Hilltop Holdings
Texas
$101K – – –
AG
47
Advisor Group
Arizona
$97K – – –
WAM
48
Wolverine Asset Management
Illinois
$94K +$98.5K +14,831 New
CA
49
Cetera Advisors
Colorado
$93K +$96.3K +14,500 New
SPIA
50
Steward Partners Investment Advisory
New York
$92K +$79.7K +12,000 +511%
1
2
3

EVF Hedge Fund Activity: Q2 2018 in Review

66 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2018, worth a combined $81.6M — down 8% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVF positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.88M. The largest seller was Baillie Gifford & Co, cutting an estimated $5.54M.

  • 66 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2018, up from 61 in Q1 2018.
  • Funds reported $81.6M of Eaton Vance Senior Income Trust stock for Q2 2018, down 8% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Senior Income Trust positions in Q2 2018 and 3 closed out, a net change of +5 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2018 was Shaker Financial Services, an estimated $2.88M added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2018 was Baillie Gifford & Co, an estimated $5.54M sold.

Based on aggregated 13F filings for Q2 2018.