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EVF

Eaton Vance Senior Income Trust
EVF

36 hedge funds and large institutions have $12.5M invested in Eaton Vance Senior Income Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.85% less ownership

Funds ownership: 12.27% → 11.42% (-0.85%)

8% less capital invested

Capital invested by funds: $13.5M → $12.5M (-$1.02M)

12% less funds holding

Funds holding: 41 → 36 (-5)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VEA
Virtus ETF Advisers
New York
+$121K
2
KAS
Kestra Advisory Services
Texas
+$101K
3
Ameriprise
Ameriprise
Minnesota
+$88.2K
4
Stifel Financial
Stifel Financial
Missouri
+$75.9K
5
BWM
Buska Wealth Management
Wisconsin
+$57.4K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$354K
2
GC
Guggenheim Capital
Illinois
-$310K
3
WAM
Wolverine Asset Management
Illinois
-$284K
4
NAS
NWF Advisory Services
California
-$122K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$95K
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
26
Element Wealth
Mississippi
$82.4K +$1.01K +162 +1%
BFC
27
Bedel Financial Consulting
Indiana
$74.9K – – –
AAS
28
Avantax Advisory Services
Texas
$69.9K -$2.75K -442 -4%
MC
29
Moors & Cabot
Massachusetts
$61.4K – – –
MCM
30
MAI Capital Management
Ohio
$53.1K +$53.9K +8,652 New
HCP
31
Hexagon Capital Partners
Arkansas
$49.1K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$34K – – –
IA
33
IFP Advisors
Florida
$24.6K +$24.9K +4,000 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$17.9K – – –
US Bancorp
35
US Bancorp
Minnesota
$25 – – –
HNB
36
Huntington National Bank
Ohio
$6 – – –
NA
37
NewEdge Advisors
Louisiana
$6 +$6 +1 New
WAM
38
Wolverine Asset Management
Illinois
– -$284K -45,923 Closed
NAS
39
NWF Advisory Services
California
– -$122K -19,800 Closed
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
– -$95K -15,376 Closed
WA
41
WealthTrust Axiom
Pennsylvania
– -$79.1K -12,798 Closed
AAS
42
Ameritas Advisory Services
Nebraska
– -$65.1K -10,534 Closed
RA
43
Ransom Advisory
Rhode Island
– -$37.1K -6,000 Closed
CA
44
CoreCap Advisors
Michigan
– -$11.1K -1,800 Closed
1
2

EVF Hedge Fund Activity: Q4 2024 in Review

36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2024, worth a combined $12.5M — down 7.5% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVF and 5 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Virtus ETF Advisers, adding an estimated $121K. The largest seller was Morgan Stanley, cutting an estimated $354K.

  • 36 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2024, down from 41 in Q3 2024.
  • Funds reported $12.5M of Eaton Vance Senior Income Trust stock for Q4 2024, down 7.5% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Senior Income Trust positions in Q4 2024 and 7 closed out, a net change of -2 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2024 was Virtus ETF Advisers, an estimated $121K added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2024 was Morgan Stanley, an estimated $354K sold.

Based on aggregated 13F filings for Q4 2024.