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EVF

Eaton Vance Senior Income Trust
EVF

62 hedge funds and large institutions have $135M invested in Eaton Vance Senior Income Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $135M → $135M (+$600K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.05% less ownership

Funds ownership: 55.9% → 53.85% (-2%)

9% less funds holding

Funds holding: 68 → 62 (-6)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
14
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$1.6M
2
Barclays
Barclays
United Kingdom
+$533K
3
HI
HBK Investments
Texas
+$231K
4
GRQ
Gardner Russo & Quinn
Pennsylvania
+$221K
5
SFS
Shaker Financial Services
Virginia
+$201K

Top Sellers

Rank Fund Capital Flow
1
IA
Icon Advisers
Colorado
-$1.04M
2
CCP
Clough Capital Partners
Massachusetts
-$1.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$811K
4
PAS
Park Avenue Securities
New York
-$808K
5
UBS Group
UBS Group
Switzerland
-$801K
Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
26
Virtus ETF Advisers
New York
$280K +$28.3K +4,301 +11%
AWM
27
Altium Wealth Management
New York
$248K – – –
ZA
28
Zazove Associates
Nevada
$241K – – –
HI
29
HBK Investments
Texas
$233K +$231K +35,100 New
LPL Financial
30
LPL Financial
California
$206K +$928 +141 +0.5%
SFS
31
Shaker Financial Services
Virginia
$203K +$201K +30,561 New
Bank of America
32
Bank of America
North Carolina
$202K -$115K -17,500 -37%
AIC
33
Archer Investment Corporation
Indiana
$167K – – –
HKAM
34
Horizon Kinetics Asset Management
New York
$157K – – –
CCP
35
Clough Capital Partners
Massachusetts
$155K -$1.01M -153,585 -87%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$150K -$10.5K -1,600 -7%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$142K -$4.96K -754 -3%
Osaic Holdings
38
Osaic Holdings
Arizona
$136K +$15.2K +2,304 +13%
WA
39
WealthTrust Axiom
Pennsylvania
$125K -$9.81K -1,491 -7%
KAS
40
Kestra Advisory Services
Texas
$111K -$198K -30,026 -64%
IFWM
41
Institute for Wealth Management
Colorado
$109K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$107K +$50.5K +7,675 +90%
EW
43
Element Wealth
Mississippi
$98K -$103K -15,692 -52%
CA
44
Cetera Advisors
Colorado
$96K – – –
BFC
45
Bedel Financial Consulting
Indiana
$79K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$79K +$12.2K +1,856 +18%
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
$78K +$1.32K +200 +2%
HI
48
Harbour Investments
Wisconsin
$77K +$76.4K +11,600 New
CP
49
Camelot Portfolios
Ohio
$66K – – –
SWM
50
Spire Wealth Management
Virginia
$48K +$48K +7,288 New
1
2
3

EVF Hedge Fund Activity: Q1 2021 in Review

62 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q1 2021, worth a combined $135M — up 0.45% from $135M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVF and 6 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.6M. The largest seller was Icon Advisers, exiting entirely with an estimated $1.04M sold.

  • 62 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q1 2021, down from 68 in Q4 2020.
  • Funds reported $135M of Eaton Vance Senior Income Trust stock for Q1 2021, up 0.45% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Senior Income Trust positions in Q1 2021 and 11 closed out, a net change of -5 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q1 2021 was Rivernorth Capital Management, an estimated $1.6M added.
  • The largest Eaton Vance Senior Income Trust seller in Q1 2021 was Icon Advisers, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2021.