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EVF

Eaton Vance Senior Income Trust
EVF

60 hedge funds and large institutions have $136M invested in Eaton Vance Senior Income Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $135M → $136M (+$300K)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

1.22% less ownership

Funds ownership: 53.85% → 52.63% (-1.2%)

3% less funds holding

Funds holding: 62 → 60 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
18
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.12M
2
CL
CSS LLC
Illinois
+$891K
3
RCM
Rivernorth Capital Management
Florida
+$403K
4
MHIC
Marble Harbor Investment Counsel
Massachusetts
+$148K
5
VEA
Virtus ETF Advisers
New York
+$134K

Top Sellers

1
NCM
Next Capital Management
New York
-$4.36M
2
Morgan Stanley
Morgan Stanley
New York
-$933K
3
Mariner
Mariner
Kansas
-$466K
4
AAM
Advisors Asset Management
Colorado
-$381K
5
HI
HBK Investments
Texas
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$286K +$74.3K +11,055 +36%
GWM
27
Greenwich Wealth Management
Connecticut
$281K -$25K -3,725 -8%
AWM
28
Altium Wealth Management
New York
$254K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$216K +$61.7K +9,172 +41%
Bank of America
30
Bank of America
North Carolina
$207K – – –
ZA
31
Zazove Associates
Nevada
$188K -$58.1K -8,640 -24%
KAS
32
Kestra Advisory Services
Texas
$188K +$73.4K +10,923 +65%
RJA
33
Raymond James & Associates
Florida
$182K -$145K -21,532 -45%
CCP
34
Clough Capital Partners
Massachusetts
$164K +$4.03K +600 +3%
HKAM
35
Horizon Kinetics Asset Management
New York
$148K -$13.3K -1,984 -8%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$140K -$5.38K -800 -4%
Osaic Holdings
37
Osaic Holdings
Arizona
$140K +$672 +100 +0.5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$125K +$43K +6,394 +54%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$116K +$35.6K +5,300 +45%
IFWM
40
Institute for Wealth Management
Colorado
$112K – – –
CA
41
Cetera Advisors
Colorado
$99K – – –
WA
42
WealthTrust Axiom
Pennsylvania
$98K -$30.2K -4,493 -24%
AAS
43
Avantax Advisory Services
Texas
$83K +$81.4K +12,100 New
BFC
44
Bedel Financial Consulting
Indiana
$81K – – –
EW
45
Element Wealth
Mississippi
$80K -$19.6K -2,920 -20%
SPIA
46
Steward Partners Investment Advisory
New York
$58K -$51.6K -7,675 -47%
SWM
47
Spire Wealth Management
Virginia
$50K +$215 +32 +0.4%
NSIM
48
North Star Investment Management
Illinois
$43K – – –
HCM
49
Highlander Capital Management
New Jersey
$34K – – –
ASN
50
Advisory Services Network
Georgia
$26K +$25.3K +3,761 New
1
2
3

EVF Hedge Fund Activity: Q2 2021 in Review

60 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2021, worth a combined $136M — up 0.22% from $135M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVF and 4 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 18 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.12M. The largest seller was Next Capital Management, cutting an estimated $4.36M.

  • 60 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2021, down from 62 in Q1 2021.
  • Funds reported $136M of Eaton Vance Senior Income Trust stock for Q2 2021, up 0.22% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Senior Income Trust positions in Q2 2021 and 6 closed out, a net change of -2 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2021 was Sit Investment Associates, an estimated $2.12M added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2021 was Next Capital Management, an estimated $4.36M sold.

Based on aggregated 13F filings for Q2 2021.