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EVF

Eaton Vance Senior Income Trust
EVF

68 hedge funds and large institutions have $135M invested in Eaton Vance Senior Income Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $120M → $135M (+$15.1M)

8% more funds holding

Funds holding: 63 → 68 (+5)

2.12% more ownership

Funds ownership: 53.78% → 55.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
18
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$12.9M
2
GRQ
Gardner Russo & Quinn
Pennsylvania
+$2.01M
3
SIA
Sit Investment Associates
Minnesota
+$1.09M
4
IA
Icon Advisers
Colorado
+$1.01M
5
Morgan Stanley
Morgan Stanley
New York
+$415K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$9.24M
2
Bank of America
Bank of America
North Carolina
-$982K
3
GC
Guggenheim Capital
Illinois
-$924K
4
AAM
Advisors Asset Management
Colorado
-$558K
5
NCM
Next Capital Management
New York
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$74K +$6.14K +1,000 +9%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$64K -$21.2K -3,450 -25%
CP
53
Camelot Portfolios
Ohio
$64K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$54K -$10.7K -1,750 -17%
OIA
55
Optimum Investment Advisors
Illinois
$41K – – –
NSIM
56
North Star Investment Management
Illinois
$40K +$38.7K +6,310 New
HCM
57
Highlander Capital Management
New Jersey
$32K – – –
ASN
58
Advisory Services Network
Georgia
$24K – – –
Citigroup
59
Citigroup
New York
$22K +$117 +19 +0.5%
CWP
60
Concord Wealth Partners
Virginia
$19K +$18.4K +3,000 New
CHA
61
Carmichael Hill & Associates
Maryland
$14K – – –
FIA
62
FNY Investment Advisers
New York
$9K +$9.33K +1,520 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$6K – – –
VFA
64
Valeo Financial Advisors
Indiana
$6K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$5K -$4.69K -764 -50%
US Bancorp
66
US Bancorp
Minnesota
$4K – – –
COCM
67
Charter Oak Capital Management
New Hampshire
$4K +$3.65K +595 New
JP Morgan Chase
68
JP Morgan Chase
New York
– -$9.24M -1,579,470 Closed
Truist Financial
69
Truist Financial
North Carolina
– -$81K -13,716 Closed
AAS
70
Avantax Advisory Services
Texas
– -$68K -11,448 Closed
PFS
71
Prospera Financial Services
Texas
– -$24K -4,157 Closed
1 2
3

EVF Hedge Fund Activity: Q4 2020 in Review

68 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2020, worth a combined $135M — up 13% from $120M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVF positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $9.24M sold.

  • 68 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $135M of Eaton Vance Senior Income Trust stock for Q4 2020, up 13% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Senior Income Trust positions in Q4 2020 and 4 closed out, a net change of +6 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2020 was Rivernorth Capital Management, an estimated $12.9M added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2020 was JP Morgan Chase, an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2020.