Eaton Vance Senior Income Trust
41 hedge funds and large institutions have $13.5M invested in Eaton Vance Senior Income Trust in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 16 closing their positions.
3.99% less ownership
Funds ownership: 16.18% → 12.19% (-4%)
19% less capital invested
Capital invested by funds: $16.7M → $13.5M (-$3.24M)
27% less funds holding
Funds holding: 56 → 41 (-15)
69% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 16
81% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$663K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$167K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$127K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$74.4K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$27.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$906K |
| 2 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
-$711K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$542K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$451K |
| 5 |
MIC
Meridian Investment Counsel
Lafayette,
California
|
-$435K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| – | -$72.6K | -12,300 | Closed |
|
|
SAG
52
SageView Advisory Group
Newport Beach,
California
| – | -$67.8K | -11,500 | Closed |
|
|
XT
53
XTX Topco
George Town,
Cayman Islands
| – | -$62.2K | -10,546 | Closed |
|
|
IFWM
54
Institute for Wealth Management
Denver,
Colorado
| – | -$62K | -10,500 | Closed |
|
55
Citadel Advisors
Miami,
Florida
| – | -$60.6K | -10,268 | Closed |
|
|
FFA
56
First Foundation Advisors
Irvine,
California
| – | -$59K | -10,000 | Closed |
|
|
PTC
57
Private Trust Company
Cleveland,
Ohio
| – | -$17.7K | -3,000 | Closed |
|
|
JFA
58
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$7.87K | -1,333 | Closed |
|
EVF Hedge Fund Activity: Q4 2023 in Review
41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2023, worth a combined $13.5M — down 19% from $16.7M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of EVF and 3 opened new positions — a net loss of 13 holders — while 16 trimmed existing stakes and 5 added.
The largest buyer was Guggenheim Capital, adding an estimated $663K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $906K.
- 41 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2023, down from 56 in Q3 2023.
- Funds reported $13.5M of Eaton Vance Senior Income Trust stock for Q4 2023, down 19% quarter-over-quarter.
- 3 funds opened new Eaton Vance Senior Income Trust positions in Q4 2023 and 16 closed out, a net change of -13 holders.
- The largest Eaton Vance Senior Income Trust buyer in Q4 2023 was Guggenheim Capital, an estimated $663K added.
- The largest Eaton Vance Senior Income Trust seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $906K sold.
Based on aggregated 13F filings for Q4 2023.