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EVF

Eaton Vance Senior Income Trust
EVF

66 hedge funds and large institutions have $81.6M invested in Eaton Vance Senior Income Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

8% more funds holding

Funds holding: 61 → 66 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.98% less ownership

Funds ownership: 34.54% → 33.56% (-0.98%)

8% less capital invested

Capital invested by funds: $88.7M → $81.6M (-$7.11M)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.88M
2
LCM
Laurion Capital Management
New York
+$2.68M
3
CRC
Curi RMB Capital
Illinois
+$724K
4
RCM
Rivernorth Capital Management
Florida
+$604K
5
Stifel Financial
Stifel Financial
Missouri
+$488K

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$5.54M
2
AAM
Advisors Asset Management
Colorado
-$2.27M
3
UBS Group
UBS Group
Switzerland
-$1.62M
4
GC
Guggenheim Capital
Illinois
-$767K
5
ICM
Ionic Capital Management
New York
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ahrens Investment Partners
Louisiana
$84K -$19.9K -3,000 -19%
BFC
52
Bedel Financial Consulting
Indiana
$79K – – –
PAG
53
Pinnacle Advisory Group
Maryland
$71K -$2.21K -333 -3%
EGA
54
E&G Advisors
Texas
$67K +$69.7K +10,500 New
CP
55
Camelot Portfolios
Ohio
$64K – – –
ASN
56
Advisory Services Network
Georgia
$40K -$34K -5,129 -45%
Citigroup
57
Citigroup
New York
$34K +$86 +13 +0.2%
HCM
58
Highlander Capital Management
New Jersey
$32K – – –
YWP
59
YorkBridge Wealth Partners
New York
$24K – – –
SEI Investments
60
SEI Investments
Pennsylvania
$23K – – –
GWM
61
Geneos Wealth Management
Colorado
$11K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
PO
63
Private Ocean
California
$10K – – –
VFA
64
Valeo Financial Advisors
Indiana
$6K +$6.64K +1,000 New
US Bancorp
65
US Bancorp
Minnesota
$4K – – –
OIA
66
Optimum Investment Advisors
Illinois
$1K – – –
ICM
67
Ionic Capital Management
New York
– -$596K -87,576 Closed
SCM
68
Saba Capital Management
New York
– -$349K -51,274 Closed
SWP
69
Stratos Wealth Partners
Ohio
– -$10K -1,434 Closed
1 2
3

EVF Hedge Fund Activity: Q2 2018 in Review

66 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2018, worth a combined $81.6M — down 8% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVF positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.88M. The largest seller was Baillie Gifford & Co, cutting an estimated $5.54M.

  • 66 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2018, up from 61 in Q1 2018.
  • Funds reported $81.6M of Eaton Vance Senior Income Trust stock for Q2 2018, down 8% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Senior Income Trust positions in Q2 2018 and 3 closed out, a net change of +5 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2018 was Shaker Financial Services, an estimated $2.88M added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2018 was Baillie Gifford & Co, an estimated $5.54M sold.

Based on aggregated 13F filings for Q2 2018.