We are live on ! Find out more
EVF

Eaton Vance Senior Income Trust

67 hedge funds and large institutions have $114M invested in Eaton Vance Senior Income Trust in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

24% more capital invested

Capital invested by funds: $92.3M → $114M (+$21.9M)

4.07% more ownership

Funds ownership: 42.98%47.05% (+4.1%)

3% less funds holding

Funds holding: 6967 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
31
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
51
Karpus Investment Management
New York
$94K
CA
52
Cetera Advisors
Colorado
$93K -$48.1K -7,721 -35%
Truist Financial
53
Truist Financial
North Carolina
$93K +$90.3K +14,500 New
SPIA
54
Steward Partners Investment Advisory
New York
$88K
ICMP
55
Integrated Capital Management (Pennsylvania)
Pennsylvania
$83K +$18.3K +2,934 +29%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$80K +$77.5K +12,441 New
BFC
57
Bedel Financial Consulting
Indiana
$77K
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$71K -$16.6K -2,667 -19%
OIA
59
Optimum Investment Advisors
Illinois
$58K
HCM
60
Highlander Capital Management
New Jersey
$32K
Citigroup
61
Citigroup
New York
$22K -$12.3K -1,981 -37%
PCA
62
Peddock Capital Advisors
Massachusetts
$16K +$15.3K +2,461 New
CHA
63
Carmichael Hill & Associates
Maryland
$14K +$13.7K +2,200 New
S
64
SignatureFD
Georgia
$13K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$10K
VFA
66
Valeo Financial Advisors
Indiana
$6K
US Bancorp
67
US Bancorp
Minnesota
$4K
6M
68
6 Meridian
Kansas
-$345K -56,350 Closed
CRC
69
Curi RMB Capital
Illinois
-$339K -55,382 Closed
WAM
70
Wolverine Asset Management
Illinois
-$300K -49,099 Closed
SKK
71
Shepherd Kaplan Krochuk
Massachusetts
-$274K -44,690 Closed
SIA
72
SeaBridge Investment Advisors
New Jersey
-$137K -22,390 Closed
SFS
73
Sowell Financial Services
Arkansas
-$91K -14,847 Closed
EGA
74
E&G Advisors
Texas
-$64K -10,500 Closed
AIC
75
Ameritas Investment Company
Nebraska
-$11K -1,850 Closed

EVF Hedge Fund Activity: Q4 2019 in Review

67 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2019, worth a combined $114M — up 24% from $92.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EVF and 7 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 31 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.6M. The largest seller was Saba Capital Management, cutting an estimated $552K.

  • 67 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2019, down from 69 in Q3 2019.
  • Funds reported $114M of Eaton Vance Senior Income Trust stock for Q4 2019, up 24% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Senior Income Trust positions in Q4 2019 and 8 closed out, a net change of -1 holder.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2019 was Rivernorth Capital Management, an estimated $4.6M added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2019 was Saba Capital Management, an estimated $552K sold.

Based on aggregated 13F filings for Q4 2019.