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EVF

Eaton Vance Senior Income Trust

41 hedge funds and large institutions have $19.6M invested in Eaton Vance Senior Income Trust in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

1.62% more ownership

Funds ownership: 15.97%17.59% (+1.6%)

4% more capital invested

Capital invested by funds: $18.9M → $19.6M (+$733K)

11% less funds holding

Funds holding: 4641 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.22M -$79.7K -12,054 -2%
GC
2
Guggenheim Capital
Illinois
$2.71M +$973K +147,116 +53%
Invesco
3
Invesco
Georgia
$2.47M +$388K +58,583 +18%
Morgan Stanley
4
Morgan Stanley
New York
$2M -$166K -25,121 -7%
SFS
5
Shaker Financial Services
Virginia
$1.51M +$291K +44,027 +23%
Ameriprise
6
Ameriprise
Minnesota
$1.4M +$1.12M +169,798 +341%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.1M +$33.1K +5,000 +3%
Wells Fargo
8
Wells Fargo
California
$1.01M -$32.3K -4,880 -3%
LPL Financial
9
LPL Financial
California
$554K +$94.1K +14,223 +20%
MIC
10
Meridian Investment Counsel
California
$469K +$1.83K +276 +0.4%
VEA
11
Virtus ETF Advisers
New York
$414K +$52.6K +7,958 +14%
CIA
12
Capital Investment Advisors
Georgia
$403K -$45.1K -6,820 -10%
Bank of America
13
Bank of America
North Carolina
$307K -$9.67K -1,462 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$247K +$120K +18,200 +88%
AWM
15
Altium Wealth Management
New York
$237K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$186K +$57.2K +8,650 +42%
Stifel Financial
17
Stifel Financial
Missouri
$145K
HKAM
18
Horizon Kinetics Asset Management
New York
$138K -$225 -34 -0.2%
WAM
19
Wolverine Asset Management
Illinois
$133K +$44.3K +6,691 +47%
IFWM
20
Institute for Wealth Management
Colorado
$105K
CA
21
Cetera Advisors
Colorado
$92K
WA
22
WealthTrust Axiom
Pennsylvania
$88K
AAS
23
Avantax Advisory Services
Texas
$79K +$470 +71 +0.6%
EW
24
Element Wealth
Mississippi
$76K -$615 -93 -0.8%
BFC
25
Bedel Financial Consulting
Indiana
$76K

EVF Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q1 2022, worth a combined $19.6M — up 3.9% from $18.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVF and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 15 added.

The largest buyer was Ameriprise, adding an estimated $1.12M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $493K sold.

  • 41 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q1 2022, down from 46 in Q4 2021.
  • Funds reported $19.6M of Eaton Vance Senior Income Trust stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Senior Income Trust positions in Q1 2022 and 7 closed out, a net change of -4 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q1 2022 was Ameriprise, an estimated $1.12M added.
  • The largest Eaton Vance Senior Income Trust seller in Q1 2022 was Advisors Asset Management, an estimated $493K sold.

Based on aggregated 13F filings for Q1 2022.