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EVF

Eaton Vance Senior Income Trust

41 hedge funds and large institutions have $13.5M invested in Eaton Vance Senior Income Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $13.4M → $13.5M (+$166K)

0.24% more ownership

Funds ownership: 12.03%12.27% (+0.24%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2% less funds holding

Funds holding: 4241 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Concorde Asset Management
Michigan
$106K +$108K +17,180 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$95K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$95K
EW
29
Element Wealth
Mississippi
$82K +$1.14K +182 +1%
WA
30
WealthTrust Axiom
Pennsylvania
$79.1K
BFC
31
Bedel Financial Consulting
Indiana
$73.9K
AAS
32
Avantax Advisory Services
Texas
$73.1K -$42K -6,714 -36%
AAS
33
Ameritas Advisory Services
Nebraska
$65.1K +$94 +15 +0.1%
MC
34
Moors & Cabot
Massachusetts
$61.8K
HCP
35
Hexagon Capital Partners
Arkansas
$49.4K
RA
36
Ransom Advisory
Rhode Island
$37.1K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$34K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$18K +$3.73K +595 +26%
CA
39
CoreCap Advisors
Michigan
$11.1K -$10K -1,600 -47%
WOSD
40
WFA of San Diego
California
$7.26K
US Bancorp
41
US Bancorp
Minnesota
$25
HNB
42
Huntington National Bank
Ohio
$6
KAS
43
Kestra Advisory Services
Texas
-$104K -16,447 Closed
WWMSC
44
Wagner Wealth Management (South Carolina)
South Carolina
-$68.6K -10,817 Closed
ADL
45
Asset Dedication LLC
California
-$12.7K -2,000 Closed
VAG
46
VisionPoint Advisory Group
Texas
-$4.75K -750 Closed

EVF Hedge Fund Activity: Q3 2024 in Review

41 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2024, worth a combined $13.5M — up 1.2% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVF and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 12 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $288K. The largest seller was UBS Group, cutting an estimated $109K.

  • 41 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $13.5M of Eaton Vance Senior Income Trust stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Senior Income Trust positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance Senior Income Trust buyer in Q3 2024 was Wolverine Asset Management, an estimated $288K added.
  • The largest Eaton Vance Senior Income Trust seller in Q3 2024 was UBS Group, an estimated $109K sold.

Based on aggregated 13F filings for Q3 2024.