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EVF

Eaton Vance Senior Income Trust
EVF

46 hedge funds and large institutions have $18.9M invested in Eaton Vance Senior Income Trust in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

15% more funds holding

Funds holding: 40 → 46 (+6)

6.85% more ownership

Funds ownership: 9.13% → 15.97% (+6.8%)

22% less capital invested

Capital invested by funds: $24.4M → $18.9M (-$5.47M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
11
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.33M
2
Invesco
Invesco
Georgia
+$291K
3
Ameriprise
Ameriprise
Minnesota
+$176K
4
Bank of America
Bank of America
North Carolina
+$116K
5
WAM
Wolverine Asset Management
Illinois
+$98.8K

Top Sellers

Rank Fund Capital Flow
1
ISSM
Invesco Senior Secured Management
New York
-$5.33M
2
GC
Guggenheim Capital
Illinois
-$544K
3
AAM
Advisors Asset Management
Colorado
-$504K
4
UBS Group
UBS Group
Switzerland
-$223K
5
KAS
Kestra Advisory Services
Texas
-$195K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$83K +$84.7K +12,284 New
BFC
27
Bedel Financial Consulting
Indiana
$81K – – –
EW
28
Element Wealth
Mississippi
$81K +$524 +76 +0.6%
NA
29
NewEdge Advisors
Louisiana
$68K +$69.6K +10,100 New
RJA
30
Raymond James & Associates
Florida
$67K +$69K +10,013 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$60K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$57K – – –
CA
33
CoreCap Advisors
Michigan
$49K +$50.3K +7,300 New
NSIM
34
North Star Investment Management
Illinois
$43K – – –
HCM
35
Highlander Capital Management
New Jersey
$34K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$27K +$20.6K +2,994 +299%
CWP
37
Concord Wealth Partners
Virginia
$20K – – –
EVM
38
Eaton Vance Management
Massachusetts
$11K – – –
HI
39
Harbour Investments
Wisconsin
$11K – – –
CHA
40
Carmichael Hill & Associates
Maryland
$7K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
US Bancorp
42
US Bancorp
Minnesota
$5K – – –
COCM
43
Charter Oak Capital Management
New Hampshire
$4K – – –
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$2K +$1.6K +232 New
HWM
45
HighMark Wealth Management
Minnesota
$2K +$1.87K +271 New
WT
46
Washington Trust
Rhode Island
$2K +$2.4K +348 New
ISSM
47
Invesco Senior Secured Management
New York
– -$5.33M -755,706 Closed
KAS
48
Kestra Advisory Services
Texas
– -$195K -27,705 Closed
1
2

EVF Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2021, worth a combined $18.9M — down 22% from $24.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVF positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.33M. The largest seller was Invesco Senior Secured Management, exiting entirely with an estimated $5.33M sold.

  • 46 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $18.9M of Eaton Vance Senior Income Trust stock for Q4 2021, down 22% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Senior Income Trust positions in Q4 2021 and 2 closed out, a net change of +7 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2021 was Shaker Financial Services, an estimated $1.33M added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2021 was Invesco Senior Secured Management, an estimated $5.33M sold.

Based on aggregated 13F filings for Q4 2021.