We are live on ! Find out more
EVF

Eaton Vance Senior Income Trust
EVF

68 hedge funds and large institutions have $135M invested in Eaton Vance Senior Income Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $120M → $135M (+$15.1M)

8% more funds holding

Funds holding: 63 → 68 (+5)

2.12% more ownership

Funds ownership: 53.78% → 55.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
18
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$12.9M
2
GRQ
Gardner Russo & Quinn
Pennsylvania
+$2.01M
3
SIA
Sit Investment Associates
Minnesota
+$1.09M
4
IA
Icon Advisers
Colorado
+$1.01M
5
Morgan Stanley
Morgan Stanley
New York
+$415K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$9.24M
2
Bank of America
Bank of America
North Carolina
-$982K
3
GC
Guggenheim Capital
Illinois
-$924K
4
AAM
Advisors Asset Management
Colorado
-$558K
5
NCM
Next Capital Management
New York
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
26
Family Management
New York
$418K +$404K +65,789 New
RJA
27
Raymond James & Associates
Florida
$381K -$373K -60,695 -50%
Bank of America
28
Bank of America
North Carolina
$305K -$982K -160,030 -77%
KAS
29
Kestra Advisory Services
Texas
$297K +$183K +29,891 +177%
GWM
30
Greenwich Wealth Management
Connecticut
$288K +$1.46K +238 +0.5%
HCM
31
Hilton Capital Management
New York
$268K +$259K +42,210 New
Ameriprise
32
Ameriprise
Minnesota
$260K -$186K -30,257 -43%
VEA
33
Virtus ETF Advisers
New York
$241K -$32.1K -5,238 -12%
AWM
34
Altium Wealth Management
New York
$237K – – –
ZA
35
Zazove Associates
Nevada
$231K – – –
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$225K +$50.3K +8,200 +30%
LPL Financial
37
LPL Financial
California
$196K -$36K -5,866 -16%
EW
38
Element Wealth
Mississippi
$194K -$47.9K -7,812 -20%
AIC
39
Archer Investment Corporation
Indiana
$160K +$155K +25,229 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$154K +$75.2K +12,250 +103%
HKAM
41
Horizon Kinetics Asset Management
New York
$151K – – –
MIG
42
Mariner Investment Group
New York
$142K -$438K -71,405 -76%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$141K +$136K +22,204 New
WA
44
WealthTrust Axiom
Pennsylvania
$129K -$12.1K -1,973 -9%
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$122K +$1.4K +228 +1%
Osaic Holdings
46
Osaic Holdings
Arizona
$115K +$22.1K +3,600 +25%
AC
47
Almitas Capital
California
$108K -$192K -31,296 -65%
IFWM
48
Institute for Wealth Management
Colorado
$105K – – –
CA
49
Cetera Advisors
Colorado
$92K – – –
BFC
50
Bedel Financial Consulting
Indiana
$76K – – –
1
2
3

EVF Hedge Fund Activity: Q4 2020 in Review

68 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2020, worth a combined $135M — up 13% from $120M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVF positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $9.24M sold.

  • 68 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $135M of Eaton Vance Senior Income Trust stock for Q4 2020, up 13% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Senior Income Trust positions in Q4 2020 and 4 closed out, a net change of +6 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2020 was Rivernorth Capital Management, an estimated $12.9M added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2020 was JP Morgan Chase, an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2020.