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EVF

Eaton Vance Senior Income Trust
EVF

59 hedge funds and large institutions have $17.4M invested in Eaton Vance Senior Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 55 → 59 (+4)

0% less capital invested

Capital invested by funds: $17.4M → $17.4M (-$387)

0.38% less ownership

Funds ownership: 18.57% → 18.19% (-0.38%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$198K
2
CL
CSS LLC
Illinois
+$179K
3
Ameriprise
Ameriprise
Minnesota
+$116K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$109K
5
ASN
Advisory Services Network
Georgia
+$102K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$823K
2
Invesco
Invesco
Georgia
-$241K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$121K
4
UBS Group
UBS Group
Switzerland
-$104K
5
NCM
Next Capital Management
New York
-$63.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$117K +$109K +20,433 +2,043%
NAS
27
NWF Advisory Services
California
$116K – – –
ASN
28
Advisory Services Network
Georgia
$114K +$102K +19,217 +1,104%
AAS
29
Avantax Advisory Services
Texas
$113K +$21K +3,953 +24%
MWM
30
Melfa Wealth Management
Massachusetts
$108K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$102K -$18.6K -3,500 -16%
TA
32
Tiedemann Advisors
New York
$101K – – –
Stifel Financial
33
Stifel Financial
Missouri
$96.6K – – –
SFS
34
Shaker Financial Services
Virginia
$91.4K – – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$84K -$5.46K -1,029 -6%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$84K +$81.3K +15,300 New
CA
37
Cetera Advisors
Colorado
$79.2K – – –
NA
38
NewEdge Advisors
Louisiana
$72.1K – – –
WA
39
WealthTrust Axiom
Pennsylvania
$69.9K – – –
EW
40
Element Wealth
Mississippi
$68.7K +$956 +180 +1%
BFC
41
Bedel Financial Consulting
Indiana
$65.3K – – –
SAG
42
SageView Advisory Group
California
$62.8K +$61.1K +11,500 New
WWMSC
43
Wagner Wealth Management (South Carolina)
South Carolina
$59.1K – – –
IFWM
44
Institute for Wealth Management
Colorado
$57.3K – – –
LCM
45
Landscape Capital Management
New Jersey
$55.6K +$54.1K +10,177 New
FFA
46
First Foundation Advisors
California
$54.6K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$46.4K – – –
HCP
48
Hexagon Capital Partners
Arkansas
$43.7K +$42.5K +8,000 New
NSIM
49
North Star Investment Management
Illinois
$34.5K – – –
BC
50
Barrett & Company
Rhode Island
$24.6K – – –
1
2
3

EVF Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2023, worth a combined $17.4M — down 0% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVF positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $198K. The largest seller was Guggenheim Capital, cutting an estimated $823K.

  • 59 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2023, up from 55 in Q1 2023.
  • Funds reported $17.4M of Eaton Vance Senior Income Trust stock for Q2 2023, down 0% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Senior Income Trust positions in Q2 2023 and 5 closed out, a net change of +4 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2023 was HighTower Advisors, an estimated $198K added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2023 was Guggenheim Capital, an estimated $823K sold.

Based on aggregated 13F filings for Q2 2023.