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EVF

Eaton Vance Senior Income Trust

42 hedge funds and large institutions have $13.4M invested in Eaton Vance Senior Income Trust in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more capital invested

Capital invested by funds: $12.7M → $13.4M (+$657K)

0.63% more ownership

Funds ownership: 11.4%12.03% (+0.63%)

5% less funds holding

Funds holding: 4442 (-2)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$97K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$97K
EW
28
Element Wealth
Mississippi
$82.9K +$1.2K +188 +1%
WA
29
WealthTrust Axiom
Pennsylvania
$81.1K
BFC
30
Bedel Financial Consulting
Indiana
$75.8K
WWMSC
31
Wagner Wealth Management (South Carolina)
South Carolina
$68.6K
AAS
32
Ameritas Advisory Services
Nebraska
$66.7K +$67.1K +10,519 New
MC
33
Moors & Cabot
Massachusetts
$63.4K
HCP
34
Hexagon Capital Partners
Arkansas
$50.7K
RA
35
Ransom Advisory
Rhode Island
$38K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$35K +$26.9K +4,222 +337%
CA
37
CoreCap Advisors
Michigan
$21.6K +$10.2K +1,600 +89%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$14.7K
ADL
39
Asset Dedication LLC
California
$12.7K +$12.8K +2,000 New
WOSD
40
WFA of San Diego
California
$7.45K +$7.5K +1,175 New
VAG
41
VisionPoint Advisory Group
Texas
$4.75K
US Bancorp
42
US Bancorp
Minnesota
$25
HNB
43
Huntington National Bank
Ohio
$6
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$87.2K -13,711 Closed
NSIM
45
North Star Investment Management
Illinois
-$40.1K -6,310 Closed
CWP
46
Concord Wealth Partners
Virginia
-$19.1K -3,000 Closed

EVF Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2024, worth a combined $13.4M — up 5.2% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVF positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $320K. The largest seller was Bank of America, cutting an estimated $100K.

  • 42 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2024, down from 44 in Q1 2024.
  • Funds reported $13.4M of Eaton Vance Senior Income Trust stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Senior Income Trust positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2024 was Guggenheim Capital, an estimated $320K added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2024 was Bank of America, an estimated $100K sold.

Based on aggregated 13F filings for Q2 2024.