Eaton Vance Senior Income Trust
51 hedge funds and large institutions have $81.7M invested in Eaton Vance Senior Income Trust in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $77.3M → $81.7M (+$4.4M)
4% more funds holding
Funds holding: 49 → 51 (+2)
1.65% more ownership
Funds ownership: 29.59% → 31.23% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$5.78M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.78M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$888K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$527K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.94M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.41M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.04M |
| 4 |
Barclays
London,
United Kingdom
|
-$570K |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$392K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Barclays
London,
United Kingdom
| – | -$570K | -81,315 | -100% |
|
|
MWM
52
Merriman Wealth Management
Seattle,
Washington
| – | -$392K | -56,699 | Closed |
|
53
SG Americas Securities
New York
| – | -$175K | -25,391 | Closed |
|
|
PHS
54
Pekin Hardy Strauss
Chicago,
Illinois
| – | -$69K | -10,000 | Closed |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| – | -$1K | -88 | Closed |
|
EVF Hedge Fund Activity: Q1 2014 in Review
51 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q1 2014, worth a combined $81.7M — up 5.7% from $77.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EVF positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $5.78M. The largest seller was Advisors Asset Management, cutting an estimated $2.94M.
- 51 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q1 2014, up from 49 in Q4 2013.
- Funds reported $81.7M of Eaton Vance Senior Income Trust stock for Q1 2014, up 5.7% quarter-over-quarter.
- 7 funds opened new Eaton Vance Senior Income Trust positions in Q1 2014 and 5 closed out, a net change of +2 holders.
- The largest Eaton Vance Senior Income Trust buyer in Q1 2014 was Baillie Gifford & Co, an estimated $5.78M added.
- The largest Eaton Vance Senior Income Trust seller in Q1 2014 was Advisors Asset Management, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2014.