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EVF

Eaton Vance Senior Income Trust
EVF

68 hedge funds and large institutions have $76.7M invested in Eaton Vance Senior Income Trust in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

3% more funds holding

Funds holding: 66 → 68 (+2)

2.14% less ownership

Funds ownership: 33.56% → 31.42% (-2.1%)

6% less capital invested

Capital invested by funds: $81.6M → $76.7M (-$4.85M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$1.38M
2
UBS Group
UBS Group
Switzerland
+$691K
3
GWM
Greenwich Wealth Management
Connecticut
+$677K
4
MIG
Mariner Investment Group
New York
+$571K
5
GC
Guggenheim Capital
Illinois
+$423K

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$6.7M
2
LCM
Laurion Capital Management
New York
-$2.58M
3
AAM
Advisors Asset Management
Colorado
-$804K
4
SFS
Shaker Financial Services
Virginia
-$535K
5
Invesco
Invesco
Georgia
-$181K
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
51
Hilltop Holdings
Texas
$102K – – –
AG
52
Advisor Group
Arizona
$94K -$5.05K -785 -5%
CA
53
Cetera Advisors
Colorado
$94K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$93K – – –
BFC
55
Bedel Financial Consulting
Indiana
$79K – – –
RJFSA
56
Raymond James Financial Services Advisors
Florida
$73K +$73.1K +11,364 New
PAG
57
Pinnacle Advisory Group
Maryland
$71K – – –
EGA
58
E&G Advisors
Texas
$68K – – –
CP
59
Camelot Portfolios
Ohio
$65K – – –
EFS
60
Essex Financial Services
Connecticut
$65K +$64.3K +10,000 New
ASN
61
Advisory Services Network
Georgia
$40K – – –
Citigroup
62
Citigroup
New York
$34K +$90 +14 +0.3%
HCM
63
Highlander Capital Management
New Jersey
$32K – – –
YWP
64
YorkBridge Wealth Partners
New York
$24K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$16K +$5.92K +921 +60%
GWM
66
Geneos Wealth Management
Colorado
$11K – – –
VFA
67
Valeo Financial Advisors
Indiana
$6K – – –
US Bancorp
68
US Bancorp
Minnesota
$5K – – –
Baillie Gifford & Co
69
Baillie Gifford & Co
United Kingdom
– -$6.7M -1,050,000 Closed
LCM
70
Laurion Capital Management
New York
– -$2.58M -403,899 Closed
AIP
71
Ahrens Investment Partners
Louisiana
– -$84K -13,100 Closed
SEI Investments
72
SEI Investments
Pennsylvania
– -$23K -3,625 Closed
PO
73
Private Ocean
California
– -$10K -1,500 Closed
OIA
74
Optimum Investment Advisors
Illinois
– -$1K -200 Closed
1 2
3

EVF Hedge Fund Activity: Q3 2018 in Review

68 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2018, worth a combined $76.7M — down 5.9% from $81.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVF positions and 6 closed out — a net gain of 2 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $1.38M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $6.7M sold.

  • 68 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2018, up from 66 in Q2 2018.
  • Funds reported $76.7M of Eaton Vance Senior Income Trust stock for Q3 2018, down 5.9% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Senior Income Trust positions in Q3 2018 and 6 closed out, a net change of +2 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q3 2018 was Curi RMB Capital, an estimated $1.38M added.
  • The largest Eaton Vance Senior Income Trust seller in Q3 2018 was Baillie Gifford & Co, an estimated $6.7M sold.

Based on aggregated 13F filings for Q3 2018.