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EVF

Eaton Vance Senior Income Trust

51 hedge funds and large institutions have $76.4M invested in Eaton Vance Senior Income Trust in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

2% more funds holding

Funds holding: 5051 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.23% less ownership

Funds ownership: 35.55%33.33% (-2.2%)

10% less capital invested

Capital invested by funds: $84.5M → $76.4M (-$8.06M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$11.1M
Invesco
2
Invesco
Georgia
$6.5M +$4.2M +682,783 +161%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.95M +$1.49M +241,628 +31%
SAM
4
Symphony Asset Management
California
$5.69M
RCM
5
Rivernorth Capital Management
Florida
$5.5M
UBS Group
6
UBS Group
Switzerland
$4.38M -$763K -124,183 -14%
MIG
7
Mariner Investment Group
New York
$4.26M -$780K -126,864 -15%
GC
8
Guggenheim Capital
Illinois
$4M -$24.9K -4,057 -0.6%
Morgan Stanley
9
Morgan Stanley
New York
$3.36M -$79K -12,851 -2%
Wells Fargo
10
Wells Fargo
California
$2.96M -$254K -41,284 -8%
YMRC
11
Yorktown Management & Research Company
Virginia
$2.94M
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.31M -$10.8K -1,750 -0.4%
Bank of America
13
Bank of America
North Carolina
$1.8M +$6.58K +1,071 +0.4%
Cohen & Steers
14
Cohen & Steers
New York
$1.79M +$419K +68,093 +29%
GRQ
15
Gardner Russo & Quinn
Pennsylvania
$1.66M +$13.2K +2,153 +0.8%
CS
16
Credit Suisse
Switzerland
$1.54M -$37K -6,024 -2%
Ameriprise
17
Ameriprise
Minnesota
$1.04M -$83.5K -13,591 -7%
BA
18
BlackRock Advisors
Delaware
$999K
HK
19
Horizon Kinetics
New York
$995K -$299K -48,691 -22%
AA
20
AQR Arbitrage
Connecticut
$830K -$10K -1,631 -1%
NCM
21
Newgate Capital Management
Connecticut
$687K -$1.39M -226,923 -66%
CIA
22
Capital Investment Advisors
Georgia
$649K -$4.17K -679 -1%
PPA
23
Parametric Portfolio Associates
Washington
$547K -$24.5K -3,993 -4%
MIC
24
Meridian Investment Counsel
California
$533K +$1.27K +206 +0.2%
HNB
25
Huntington National Bank
Ohio
$508K

EVF Hedge Fund Activity: Q3 2015 in Review

51 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2015, worth a combined $76.4M — down 9.5% from $84.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVF positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 22 trimmed.

The largest buyer was Invesco, adding an estimated $4.2M. The largest seller was Newgate Capital Management, cutting an estimated $1.39M.

  • 51 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2015, up from 50 in Q2 2015.
  • Funds reported $76.4M of Eaton Vance Senior Income Trust stock for Q3 2015, down 9.5% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Senior Income Trust positions in Q3 2015 and 2 closed out, a net change of +2 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q3 2015 was Invesco, an estimated $4.2M added.
  • The largest Eaton Vance Senior Income Trust seller in Q3 2015 was Newgate Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2015.