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EVF

Eaton Vance Senior Income Trust
EVF

51 hedge funds and large institutions have $18.5M invested in Eaton Vance Senior Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

6% more funds holding

Funds holding: 48 → 51 (+3)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.61% more ownership

Funds ownership: 19.43% → 20.04% (+0.61%)

0% less capital invested

Capital invested by funds: $18.6M → $18.5M (-$84.3K)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$618K
2
Ameriprise
Ameriprise
Minnesota
+$496K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$278K
4
Invesco
Invesco
Georgia
+$263K
5
EP
Eudaimonia Partners
Tennessee
+$164K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$707K
2
GC
Guggenheim Capital
Illinois
-$287K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$160K
4
UBS Group
UBS Group
Switzerland
-$149K
5
SPIA
Steward Partners Investment Advisory
New York
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
26
Marble Harbor Investment Counsel
Massachusetts
$95K +$100K +18,000 New
AWA
27
Arete Wealth Advisors
Illinois
$92K +$96.9K +17,396 New
CA
28
Cetera Advisors
Colorado
$76K – – –
AA
29
AQR Arbitrage
Connecticut
$70K +$14.9K +2,681 +25%
WA
30
WealthTrust Axiom
Pennsylvania
$68K -$2.79K -500 -4%
AAS
31
Avantax Advisory Services
Texas
$66K +$713 +128 +1%
BFC
32
Bedel Financial Consulting
Indiana
$65K – – –
EW
33
Element Wealth
Mississippi
$64K +$641 +115 +1%
NA
34
NewEdge Advisors
Louisiana
$63K +$3.9K +700 +6%
WWMSC
35
Wagner Wealth Management (South Carolina)
South Carolina
$57K – – –
IFWM
36
Institute for Wealth Management
Colorado
$55K – – –
MIG
37
Mariner Investment Group
New York
$55K – – –
FFA
38
First Foundation Advisors
California
$53K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$45K -$133K -23,814 -74%
NSIM
40
North Star Investment Management
Illinois
$33K – – –
BC
41
Barrett & Company
Rhode Island
$23.7K +$25.1K +4,500 New
HCM
42
Highlander Capital Management
New Jersey
$21K -$5.57K -1,000 -20%
PTC
43
Private Trust Company
Ohio
$16K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$16K +$12.4K +2,222 +257%
HI
45
Harbour Investments
Wisconsin
$9K – – –
CHA
46
Carmichael Hill & Associates
Maryland
$5K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$5K – – –
US Bancorp
48
US Bancorp
Minnesota
$4K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$1K – – –
WAM
50
Wolverine Asset Management
Illinois
– -$707K -126,823 -100%
1
2
3

EVF Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2022, worth a combined $18.5M — down 0.45% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVF positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $618K. The largest seller was Wolverine Asset Management, cutting an estimated $707K.

  • 51 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2022, up from 48 in Q2 2022.
  • Funds reported $18.5M of Eaton Vance Senior Income Trust stock for Q3 2022, down 0.45% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Senior Income Trust positions in Q3 2022 and 3 closed out, a net change of +4 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $618K added.
  • The largest Eaton Vance Senior Income Trust seller in Q3 2022 was Wolverine Asset Management, an estimated $707K sold.

Based on aggregated 13F filings for Q3 2022.