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EVF

Eaton Vance Senior Income Trust
EVF

72 hedge funds and large institutions have $85.1M invested in Eaton Vance Senior Income Trust in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $76.7M → $85.1M (+$8.32M)

6.07% more ownership

Funds ownership: 31.42% → 37.49% (+6.1%)

6% more funds holding

Funds holding: 68 → 72 (+4)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
22
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$7.8M
2
MHIC
Marble Harbor Investment Counsel
Massachusetts
+$1.74M
3
Morgan Stanley
Morgan Stanley
New York
+$1.05M
4
Wells Fargo
Wells Fargo
California
+$835K
5
QGA
Q Global Advisors
Texas
+$577K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.77M
2
CRC
Curi RMB Capital
Illinois
-$666K
3
DA
Doliver Advisors
Texas
-$583K
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$376K
5
GC
Guggenheim Capital
Illinois
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
QGA
26
Q Global Advisors
Texas
$560K +$577K +93,270 New
WAM
27
Wolverine Asset Management
Illinois
$556K +$279K +45,159 +95%
Ameriprise
28
Ameriprise
Minnesota
$550K -$262K -42,331 -32%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$491K +$436K +70,503 +620%
MIC
30
Meridian Investment Counsel
California
$451K +$1.45K +234 +0.3%
PPA
31
Parametric Portfolio Associates
Washington
$393K +$405K +65,518 New
SFS
32
Shaker Financial Services
Virginia
$384K -$1.77M -286,070 -82%
AA
33
AQR Arbitrage
Connecticut
$361K +$372K +60,150 New
CIA
34
Capital Investment Advisors
Georgia
$351K +$4.27K +690 +1%
RJA
35
Raymond James & Associates
Florida
$330K +$68.9K +11,136 +25%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$314K +$323K +52,281 New
CP
37
Camelot Portfolios
Ohio
$300K +$247K +40,000 +400%
MML Investors Services
38
MML Investors Services
Massachusetts
$287K -$1.76K -285 -0.6%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$276K +$20.9K +3,376 +8%
IFWM
40
Institute for Wealth Management
Colorado
$242K -$17.3K -2,800 -6%
BFM
41
Boothbay Fund Management
New York
$240K +$247K +40,000 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$227K +$32.9K +5,328 +16%
PAS
43
Park Avenue Securities
New York
$222K +$5.33K +862 +2%
LPL Financial
44
LPL Financial
California
$219K -$119K -19,273 -35%
FAAS
45
First Allied Advisory Services
California
$185K -$6.58K -1,064 -3%
RT
46
Reliance Trust
Georgia
$179K -$6.18K -1,000 -3%
WA
47
WealthTrust Axiom
Pennsylvania
$172K -$6.18K -1,000 -3%
BTS
48
BB&T Securities
Virginia
$161K -$21.7K -3,509 -12%
HK
49
Horizon Kinetics
New York
$155K – – –
Goldman Sachs
50
Goldman Sachs
New York
$144K +$149K +24,022 New
1
2
3 4

EVF Hedge Fund Activity: Q4 2018 in Review

72 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2018, worth a combined $85.1M — up 11% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVF positions and 10 closed out — a net gain of 4 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $7.8M. The largest seller was Shaker Financial Services, cutting an estimated $1.77M.

  • 72 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2018, up from 68 in Q3 2018.
  • Funds reported $85.1M of Eaton Vance Senior Income Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Senior Income Trust positions in Q4 2018 and 10 closed out, a net change of +4 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2018 was Saba Capital Management, an estimated $7.8M added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2018 was Shaker Financial Services, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2018.