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EVF

Eaton Vance Senior Income Trust
EVF

41 hedge funds and large institutions have $13.5M invested in Eaton Vance Senior Income Trust in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.99% less ownership

Funds ownership: 16.18% → 12.19% (-4%)

19% less capital invested

Capital invested by funds: $16.7M → $13.5M (-$3.24M)

27% less funds holding

Funds holding: 56 → 41 (-15)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

81% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 16

Holders
41
Holders Change
-15
Holders Change %
-26.79%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
16
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$663K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$167K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$127K
4
KAS
Kestra Advisory Services
Texas
+$74.4K
5
AAS
Avantax Advisory Services
Texas
+$27.4K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$906K
2
KIG
Kennedy Investment Group
New Jersey
-$711K
3
UBS Group
UBS Group
Switzerland
-$542K
4
Invesco
Invesco
Georgia
-$451K
5
MIC
Meridian Investment Counsel
California
-$435K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$91.5K -$1.2K -200 -1%
EW
27
Element Wealth
Mississippi
$81.7K +$1.09K +181 +1%
WA
28
WealthTrust Axiom
Pennsylvania
$80.8K – – –
KAS
29
Kestra Advisory Services
Texas
$78.1K +$74.4K +12,383 New
BFC
30
Bedel Financial Consulting
Indiana
$75.5K – – –
WWMSC
31
Wagner Wealth Management (South Carolina)
South Carolina
$68.3K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$53.6K – – –
HCP
33
Hexagon Capital Partners
Arkansas
$50.5K – – –
NSIM
34
North Star Investment Management
Illinois
$39.8K – – –
HCM
35
Highlander Capital Management
New Jersey
$25.2K – – –
CWP
36
Concord Wealth Partners
Virginia
$18.9K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$14.7K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$8K -$39.4K -6,551 -84%
VAG
39
VisionPoint Advisory Group
Texas
$4.73K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$1.6K -$9.04K -1,505 -86%
US Bancorp
41
US Bancorp
Minnesota
$25 -$4.18K -696 -99%
HNB
42
Huntington National Bank
Ohio
$6 – – –
KIG
43
Kennedy Investment Group
New Jersey
– -$711K -120,434 Closed
MIC
44
Meridian Investment Counsel
California
– -$435K -73,699 Closed
CIA
45
Capital Investment Advisors
Georgia
– -$334K -56,652 Closed
Creative Planning
46
Creative Planning
Kansas
– -$232K -39,250 Closed
HighTower Advisors
47
HighTower Advisors
Illinois
– -$219K -37,336 Closed
MHIC
48
Marble Harbor Investment Counsel
Massachusetts
– -$127K -21,500 Closed
ASN
49
Advisory Services Network
Georgia
– -$124K -20,957 Closed
CL
50
CSS LLC
Illinois
– -$107K -18,084 Closed
1
2
3

EVF Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2023, worth a combined $13.5M — down 19% from $16.7M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVF and 3 opened new positions — a net loss of 13 holders — while 16 trimmed existing stakes and 5 added.

The largest buyer was Guggenheim Capital, adding an estimated $663K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $906K.

  • 41 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2023, down from 56 in Q3 2023.
  • Funds reported $13.5M of Eaton Vance Senior Income Trust stock for Q4 2023, down 19% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Senior Income Trust positions in Q4 2023 and 16 closed out, a net change of -13 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2023 was Guggenheim Capital, an estimated $663K added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $906K sold.

Based on aggregated 13F filings for Q4 2023.