Eaton Vance Senior Income Trust
56 hedge funds and large institutions have $93.3M invested in Eaton Vance Senior Income Trust in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
6% more funds holding
Funds holding: 53 → 56 (+3)
1.02% more ownership
Funds ownership: 36.75% → 37.77% (+1%)
1% less capital invested
Capital invested by funds: $93.9M → $93.3M (-$662K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.88M |
| 2 |
SCM
Saba Capital Management
New York
|
+$1.19M |
| 3 |
ICM
Ionic Capital Management
New York
|
+$936K |
| 4 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
+$682K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.88M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.05M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.05M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$668K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
51
Highlander Capital Management
Short Hills,
New Jersey
| $33K | – | – | – |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $32K | – | – | – |
|
53
SEI Investments
Oaks,
Pennsylvania
| $24K | – | – | – |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| $22K | -$39K | -6,000 | -64% |
|
|
SPIA
55
Steward Partners Investment Advisory
New York
| $13K | +$3.9K | +600 | +40% |
|
56
US Bancorp
Minneapolis,
Minnesota
| $5K | – | – | – |
|
57
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$74K | -11,123 | Closed |
|
|
BTS
58
BB&T Securities
Richmond,
Virginia
| – | -$68K | -10,331 | Closed |
|
|
ISL
59
Ingalls & Snyder LLC
New York
| – | -$66K | -10,000 | Closed |
|
|
IA
60
IFP Advisors
Tampa,
Florida
| – | -$11K | -1,700 | Closed |
|
61
ClearBridge Investments
New York
| – | -$1K | -155 | Closed |
|
EVF Hedge Fund Activity: Q4 2017 in Review
56 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2017, worth a combined $93.3M — down 0.7% from $93.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EVF positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $1.88M. The largest seller was Invesco, cutting an estimated $7.88M.
- 56 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2017, up from 53 in Q3 2017.
- Funds reported $93.3M of Eaton Vance Senior Income Trust stock for Q4 2017, down 0.7% quarter-over-quarter.
- 8 funds opened new Eaton Vance Senior Income Trust positions in Q4 2017 and 5 closed out, a net change of +3 holders.
- The largest Eaton Vance Senior Income Trust buyer in Q4 2017 was UBS Group, an estimated $1.88M added.
- The largest Eaton Vance Senior Income Trust seller in Q4 2017 was Invesco, an estimated $7.88M sold.
Based on aggregated 13F filings for Q4 2017.