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EVF

Eaton Vance Senior Income Trust
EVF

72 hedge funds and large institutions have $85.1M invested in Eaton Vance Senior Income Trust in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $76.7M → $85.1M (+$8.32M)

6.07% more ownership

Funds ownership: 31.42% → 37.49% (+6.1%)

6% more funds holding

Funds holding: 68 → 72 (+4)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
22
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$7.8M
2
MHIC
Marble Harbor Investment Counsel
Massachusetts
+$1.74M
3
Morgan Stanley
Morgan Stanley
New York
+$1.05M
4
Wells Fargo
Wells Fargo
California
+$835K
5
QGA
Q Global Advisors
Texas
+$577K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.77M
2
CRC
Curi RMB Capital
Illinois
-$666K
3
DA
Doliver Advisors
Texas
-$583K
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$376K
5
GC
Guggenheim Capital
Illinois
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
51
SeaBridge Investment Advisors
New Jersey
$139K -$6.18K -1,000 -4%
SIA
52
Sit Investment Associates
Minnesota
$129K +$133K +21,500 New
SKK
53
Shepherd Kaplan Krochuk
Massachusetts
$123K -$376K -60,870 -75%
MFG
54
Magnus Financial Group
New York
$120K +$124K +20,000 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$119K -$253K -40,952 -67%
WAM
56
Weiss Asset Management
Massachusetts
$97K +$100K +16,236 New
KIM
57
Karpus Investment Management
New York
$88K +$90.3K +14,600 New
CA
58
Cetera Advisors
Colorado
$87K – – –
AG
59
Advisor Group
Arizona
$82K -$4.64K -750 -5%
SPIA
60
Steward Partners Investment Advisory
New York
$82K -$3.71K -600 -4%
BFC
61
Bedel Financial Consulting
Indiana
$75K – – –
PAG
62
Pinnacle Advisory Group
Maryland
$66K – – –
EGA
63
E&G Advisors
Texas
$63K – – –
Citigroup
64
Citigroup
New York
$32K +$93 +15 +0.3%
HCM
65
Highlander Capital Management
New Jersey
$30K – – –
YWP
66
YorkBridge Wealth Partners
New York
$22K – – –
GWM
67
Geneos Wealth Management
Colorado
$10K – – –
FHA
68
Flagship Harbor Advisors
Massachusetts
$10K +$10.5K +1,700 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$9K -$5.69K -921 -38%
AIC
70
Ameritas Investment Company
Nebraska
$7K +$6.8K +1,100 New
VFA
71
Valeo Financial Advisors
Indiana
$6K – – –
US Bancorp
72
US Bancorp
Minnesota
$4K – – –
DA
73
Doliver Advisors
Texas
– -$583K -90,454 Closed
RTS
74
Round Table Services
New Jersey
– -$183K -28,300 Closed
DWM
75
Dynasty Wealth Management
Florida
– -$168K -26,000 Closed
1 2
3
4

EVF Hedge Fund Activity: Q4 2018 in Review

72 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2018, worth a combined $85.1M — up 11% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVF positions and 10 closed out — a net gain of 4 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $7.8M. The largest seller was Shaker Financial Services, cutting an estimated $1.77M.

  • 72 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2018, up from 68 in Q3 2018.
  • Funds reported $85.1M of Eaton Vance Senior Income Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Senior Income Trust positions in Q4 2018 and 10 closed out, a net change of +4 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2018 was Saba Capital Management, an estimated $7.8M added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2018 was Shaker Financial Services, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2018.