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EVF

Eaton Vance Senior Income Trust
EVF

73 hedge funds and large institutions have $91.9M invested in Eaton Vance Senior Income Trust in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

8% more capital invested

Capital invested by funds: $85.1M → $91.9M (+$6.88M)

2% more ownership

Funds ownership: 37.49% → 39.48% (+2%)

1% more funds holding

Funds holding: 72 → 73 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
27
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.01M
2
SCM
Saba Capital Management
New York
+$2.34M
3
Cohen & Steers
Cohen & Steers
New York
+$760K
4
WAM
Wolverine Asset Management
Illinois
+$671K
5
CA
Cetera Advisors
Colorado
+$521K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.04M
2
BA
Bennicas & Associates
California
-$716K
3
PPA
Parametric Portfolio Associates
Washington
-$393K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$314K
5
AAM
Advisors Asset Management
Colorado
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Greenwich Wealth Management
Connecticut
$624K -$17.5K -2,852 -3%
CA
27
Cetera Advisors
Colorado
$611K +$521K +84,983 +586%
MIC
28
Meridian Investment Counsel
California
$464K +$1.47K +240 +0.3%
AA
29
AQR Arbitrage
Connecticut
$453K +$82.6K +13,465 +22%
6M
30
6 Meridian
Kansas
$420K +$419K +68,365 New
RJA
31
Raymond James & Associates
Florida
$414K +$75.9K +12,377 +23%
RCM
32
Robinson Capital Management
Michigan
$389K +$388K +63,200 New
CIA
33
Capital Investment Advisors
Georgia
$360K +$251 +41 +0.1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$317K -$186K -30,272 -37%
CP
35
Camelot Portfolios
Ohio
$308K – – –
MML Investors Services
36
MML Investors Services
Massachusetts
$291K -$3.37K -550 -1%
LPL Financial
37
LPL Financial
California
$269K +$44.2K +7,213 +20%
SFS
38
Shaker Financial Services
Virginia
$248K -$145K -23,719 -37%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$244K +$10.9K +1,784 +5%
PAS
40
Park Avenue Securities
New York
$244K +$19.1K +3,122 +9%
BFM
41
Boothbay Fund Management
New York
$234K -$11.7K -1,915 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$180K -$102K -16,638 -36%
WA
43
WealthTrust Axiom
Pennsylvania
$176K – – –
FAAS
44
First Allied Advisory Services
California
$175K -$14.4K -2,347 -8%
IFWM
45
Institute for Wealth Management
Colorado
$164K -$83.4K -13,600 -34%
MFG
46
Magnus Financial Group
New York
$160K +$36.8K +6,000 +30%
HKAM
47
Horizon Kinetics Asset Management
New York
$159K +$158K +25,848 New
BTS
48
BB&T Securities
Virginia
$143K -$21.5K -3,500 -13%
MC
49
Matisse Capital
Oregon
$142K +$142K +23,100 New
SIA
50
SeaBridge Investment Advisors
New Jersey
$138K -$4.72K -770 -3%
1
2
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EVF Hedge Fund Activity: Q1 2019 in Review

73 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q1 2019, worth a combined $91.9M — up 8.1% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVF positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Invesco, adding an estimated $3.01M. The largest seller was JP Morgan Chase, cutting an estimated $1.04M.

  • 73 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q1 2019, up from 72 in Q4 2018.
  • Funds reported $91.9M of Eaton Vance Senior Income Trust stock for Q1 2019, up 8.1% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Senior Income Trust positions in Q1 2019 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q1 2019 was Invesco, an estimated $3.01M added.
  • The largest Eaton Vance Senior Income Trust seller in Q1 2019 was JP Morgan Chase, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2019.