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EVF

Eaton Vance Senior Income Trust

44 hedge funds and large institutions have $12.7M invested in Eaton Vance Senior Income Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 4144 (+3)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.79% less ownership

Funds ownership: 12.19%11.4% (-0.79%)

6% less capital invested

Capital invested by funds: $13.5M → $12.7M (-$777K)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$114K +$116K +18,000 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$98K
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$97K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$87.2K -$48K -7,458 -35%
EW
30
Element Wealth
Mississippi
$82K -$322 -50 -0.4%
WA
31
WealthTrust Axiom
Pennsylvania
$81.4K +$6 +1 +0%
BFC
32
Bedel Financial Consulting
Indiana
$76.1K
WWMSC
33
Wagner Wealth Management (South Carolina)
South Carolina
$68.8K
MC
34
Moors & Cabot
Massachusetts
$63.6K +$64.4K +10,000 New
HCP
35
Hexagon Capital Partners
Arkansas
$50.9K
NSIM
36
North Star Investment Management
Illinois
$40.1K
RA
37
Ransom Advisory
Rhode Island
$38.2K +$38.6K +6,000 New
HCM
38
Highlander Capital Management
New Jersey
$25.4K
CWP
39
Concord Wealth Partners
Virginia
$19.1K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$14.8K
CA
41
CoreCap Advisors
Michigan
$11.4K +$11.6K +1,800 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$8K
VAG
43
VisionPoint Advisory Group
Texas
$4.77K
US Bancorp
44
US Bancorp
Minnesota
$25
HNB
45
Huntington National Bank
Ohio
$6
AWA
46
Arete Wealth Advisors
Illinois
-$180K -28,497 Closed
SPIA
47
Steward Partners Investment Advisory
New York
-$53.6K -8,500 Closed
JP Morgan Chase
48
JP Morgan Chase
New York
-$1.6K -254 Closed

EVF Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q1 2024, worth a combined $12.7M — down 5.8% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVF positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $429K. The largest seller was UBS Group, cutting an estimated $931K.

  • 44 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $12.7M of Eaton Vance Senior Income Trust stock for Q1 2024, down 5.8% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Senior Income Trust positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q1 2024 was Guggenheim Capital, an estimated $429K added.
  • The largest Eaton Vance Senior Income Trust seller in Q1 2024 was UBS Group, an estimated $931K sold.

Based on aggregated 13F filings for Q1 2024.