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EVF

Eaton Vance Senior Income Trust
EVF

48 hedge funds and large institutions have $18.6M invested in Eaton Vance Senior Income Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 9 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

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

17% more funds holding

Funds holding: 41 → 48 (+7)

1.84% more ownership

Funds ownership: 17.59% → 19.43% (+1.8%)

5% less capital invested

Capital invested by funds: $19.6M → $18.6M (-$1.01M)

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$811K
2
WAM
Wolverine Asset Management
Illinois
+$620K
3
Bank of America
Bank of America
North Carolina
+$489K
4
Invesco
Invesco
Georgia
+$279K
5
GC
Guggenheim Capital
Illinois
+$163K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$989K
2
Wells Fargo
Wells Fargo
California
-$211K
3
UBS Group
UBS Group
Switzerland
-$102K
4
Morgan Stanley
Morgan Stanley
New York
-$74.9K
5
IFWM
Institute for Wealth Management
Colorado
-$35.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$83K +$89.4K +15,259 New
CA
27
Cetera Advisors
Colorado
$79K – – –
WA
28
WealthTrust Axiom
Pennsylvania
$73K -$2.93K -500 -4%
AAS
29
Avantax Advisory Services
Texas
$68K +$644 +110 +0.9%
BFC
30
Bedel Financial Consulting
Indiana
$65K – – –
EW
31
Element Wealth
Mississippi
$65K +$574 +98 +0.8%
NA
32
NewEdge Advisors
Louisiana
$61K +$1.76K +300 +3%
WWMSC
33
Wagner Wealth Management (South Carolina)
South Carolina
$59K +$63.3K +10,817 New
IFWM
34
Institute for Wealth Management
Colorado
$57K -$35.1K -6,000 -36%
MIG
35
Mariner Investment Group
New York
$57K +$61K +10,418 New
AA
36
AQR Arbitrage
Connecticut
$57K +$61.6K +10,521 New
FFA
37
First Foundation Advisors
California
$55K +$58.6K +10,000 New
NSIM
38
North Star Investment Management
Illinois
$34K – – –
HCM
39
Highlander Capital Management
New Jersey
$27K – – –
CWP
40
Concord Wealth Partners
Virginia
$16K – – –
PTC
41
Private Trust Company
Ohio
$16K +$17.6K +3,000 New
HI
42
Harbour Investments
Wisconsin
$9K +$9.37K +1,600 New
CHA
43
Carmichael Hill & Associates
Maryland
$5K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$5K – – –
US Bancorp
46
US Bancorp
Minnesota
$4K – – –
COCM
47
Charter Oak Capital Management
New Hampshire
$3K – – –
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$1K – – –
PFS
49
Prospera Financial Services
Texas
– -$26K -4,157 Closed
1
2

EVF Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2022, worth a combined $18.6M — down 5.2% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVF positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $811K. The largest seller was Ameriprise, cutting an estimated $989K.

  • 48 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2022, up from 41 in Q1 2022.
  • Funds reported $18.6M of Eaton Vance Senior Income Trust stock for Q2 2022, down 5.2% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Senior Income Trust positions in Q2 2022 and 2 closed out, a net change of +7 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2022 was Rivernorth Capital Management, an estimated $811K added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2022 was Ameriprise, an estimated $989K sold.

Based on aggregated 13F filings for Q2 2022.