We are live on ! Find out more
EVF

Eaton Vance Senior Income Trust
EVF

56 hedge funds and large institutions have $16.7M invested in Eaton Vance Senior Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

4% less capital invested

Capital invested by funds: $17.4M → $16.7M (-$681K)

2.01% less ownership

Funds ownership: 18.19% → 16.18% (-2%)

5% less funds holding

Funds holding: 59 → 56 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
Virtus ETF Advisers
New York
+$243K
2
Creative Planning
Creative Planning
Kansas
+$222K
3
GC
Guggenheim Capital
Illinois
+$190K
4
Osaic Holdings
Osaic Holdings
Arizona
+$174K
5
XT
XTX Topco
Cayman Islands
+$59.6K

Top Sellers

1
Invesco
Invesco
Georgia
-$679K
2
OCM
Oaktree Capital Management
California
-$564K
3
CCP
Clough Capital Partners
Massachusetts
-$481K
4
RCM
Rivernorth Capital Management
Florida
-$430K
5
Bank of America
Bank of America
North Carolina
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$13.7K – – –
JP Morgan Chase
52
JP Morgan Chase
New York
$10.4K +$9.94K +1,759 New
JFA
53
JNBA Financial Advisors
Minnesota
$7.87K +$7.53K +1,333 New
WOSD
54
WFA of San Diego
California
$6.93K +$141 +25 +2%
VAG
55
VisionPoint Advisory Group
Texas
$4.42K – – –
US Bancorp
56
US Bancorp
Minnesota
$4.13K – – –
HNB
57
Huntington National Bank
Ohio
$6 – – –
OCM
58
Oaktree Capital Management
California
– -$564K -103,278 Closed
CCP
59
Clough Capital Partners
Massachusetts
– -$481K -88,164 Closed
RCM
60
Rivernorth Capital Management
Florida
– -$430K -78,829 Closed
SFS
61
Shaker Financial Services
Virginia
– -$91.4K -16,731 Closed
LCM
62
Landscape Capital Management
New Jersey
– -$55.6K -10,177 Closed
BC
63
Barrett & Company
Rhode Island
– -$24.6K -4,500 Closed
IA
64
IFP Advisors
Florida
– -$6.55K -1,200 Closed
EWA
65
EverSource Wealth Advisors
Alabama
– -$320 -59 Closed
1 2
3

EVF Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2023, worth a combined $16.7M — down 3.9% from $17.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EVF and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Virtus ETF Advisers, adding an estimated $243K. The largest seller was Invesco, cutting an estimated $679K.

  • 56 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2023, down from 59 in Q2 2023.
  • Funds reported $16.7M of Eaton Vance Senior Income Trust stock for Q3 2023, down 3.9% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Senior Income Trust positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q3 2023 was Virtus ETF Advisers, an estimated $243K added.
  • The largest Eaton Vance Senior Income Trust seller in Q3 2023 was Invesco, an estimated $679K sold.

Based on aggregated 13F filings for Q3 2023.