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EVF

Eaton Vance Senior Income Trust
EVF

56 hedge funds and large institutions have $16.7M invested in Eaton Vance Senior Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

4% less capital invested

Capital invested by funds: $17.4M → $16.7M (-$681K)

2.01% less ownership

Funds ownership: 18.19% → 16.18% (-2%)

5% less funds holding

Funds holding: 59 → 56 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
Virtus ETF Advisers
New York
+$243K
2
Creative Planning
Creative Planning
Kansas
+$222K
3
GC
Guggenheim Capital
Illinois
+$190K
4
Osaic Holdings
Osaic Holdings
Arizona
+$174K
5
XT
XTX Topco
Cayman Islands
+$59.6K

Top Sellers

1
Invesco
Invesco
Georgia
-$679K
2
OCM
Oaktree Capital Management
California
-$564K
3
CCP
Clough Capital Partners
Massachusetts
-$481K
4
RCM
Rivernorth Capital Management
Florida
-$430K
5
Bank of America
Bank of America
North Carolina
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$124K – – –
AAS
27
Avantax Advisory Services
Texas
$118K -$4.57K -809 -4%
MWM
28
Melfa Wealth Management
Massachusetts
$117K – – –
TA
29
Tiedemann Advisors
New York
$109K – – –
CL
30
CSS LLC
Illinois
$107K -$88.4K -15,647 -46%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$91K – – –
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$90K – – –
CA
33
Cetera Advisors
Colorado
$86.7K +$1.13K +200 +1%
WA
34
WealthTrust Axiom
Pennsylvania
$75.5K – – –
EW
35
Element Wealth
Mississippi
$75.3K +$1.03K +182 +1%
NA
36
NewEdge Advisors
Louisiana
$72.6K -$5.09K -900 -7%
BFC
37
Bedel Financial Consulting
Indiana
$70.6K – – –
SAG
38
SageView Advisory Group
California
$67.8K – – –
WWMSC
39
Wagner Wealth Management (South Carolina)
South Carolina
$63.8K – – –
XT
40
XTX Topco
Cayman Islands
$62.2K +$59.6K +10,546 New
IFWM
41
Institute for Wealth Management
Colorado
$62K – – –
Citadel Advisors
42
Citadel Advisors
Florida
$60.6K +$58K +10,268 New
FFA
43
First Foundation Advisors
California
$59K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$50.1K – – –
HCP
45
Hexagon Capital Partners
Arkansas
$47.2K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$46K -$61.2K -10,826 -58%
NSIM
47
North Star Investment Management
Illinois
$37.2K – – –
HCM
48
Highlander Capital Management
New Jersey
$24K – – –
CWP
49
Concord Wealth Partners
Virginia
$17.7K – – –
PTC
50
Private Trust Company
Ohio
$17.7K – – –
1
2
3

EVF Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2023, worth a combined $16.7M — down 3.9% from $17.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EVF and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Virtus ETF Advisers, adding an estimated $243K. The largest seller was Invesco, cutting an estimated $679K.

  • 56 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2023, down from 59 in Q2 2023.
  • Funds reported $16.7M of Eaton Vance Senior Income Trust stock for Q3 2023, down 3.9% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Senior Income Trust positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q3 2023 was Virtus ETF Advisers, an estimated $243K added.
  • The largest Eaton Vance Senior Income Trust seller in Q3 2023 was Invesco, an estimated $679K sold.

Based on aggregated 13F filings for Q3 2023.