Eaton Vance Senior Income Trust
51 hedge funds and large institutions have $18.5M invested in Eaton Vance Senior Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
6% more funds holding
Funds holding: 48 → 51 (+3)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
0.61% more ownership
Funds ownership: 19.43% → 20.04% (+0.61%)
0% less capital invested
Capital invested by funds: $18.6M → $18.5M (-$84.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$618K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$496K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$278K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$263K |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$707K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$287K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$160K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$149K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$160K | -29,300 | Closed |
|
|
CWP
52
Concord Wealth Partners
Abingdon,
Virginia
| – | -$16K | -3,000 | Closed |
|
|
COCM
53
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$3K | -595 | Closed |
|
54
Rockefeller Capital Management
New York
| – | +$563 | +101 | New |
|
EVF Hedge Fund Activity: Q3 2022 in Review
51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2022, worth a combined $18.5M — down 0.45% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EVF positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $618K. The largest seller was Wolverine Asset Management, cutting an estimated $707K.
- 51 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2022, up from 48 in Q2 2022.
- Funds reported $18.5M of Eaton Vance Senior Income Trust stock for Q3 2022, down 0.45% quarter-over-quarter.
- 7 funds opened new Eaton Vance Senior Income Trust positions in Q3 2022 and 3 closed out, a net change of +4 holders.
- The largest Eaton Vance Senior Income Trust buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $618K added.
- The largest Eaton Vance Senior Income Trust seller in Q3 2022 was Wolverine Asset Management, an estimated $707K sold.
Based on aggregated 13F filings for Q3 2022.