We are live on ! Find out more
EVF

Eaton Vance Senior Income Trust

48 hedge funds and large institutions have $18.6M invested in Eaton Vance Senior Income Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

17% more funds holding

Funds holding: 4148 (+7)

1.84% more ownership

Funds ownership: 17.59%19.43% (+1.8%)

5% less capital invested

Capital invested by funds: $19.6M → $18.6M (-$1.01M)

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.67M -$102K -17,379 -3%
GC
2
Guggenheim Capital
Illinois
$2.48M +$163K +27,891 +7%
Invesco
3
Invesco
Georgia
$2.38M +$279K +47,621 +12%
Morgan Stanley
4
Morgan Stanley
New York
$1.65M -$74.9K -12,799 -4%
SFS
5
Shaker Financial Services
Virginia
$1.28M -$14.3K -2,437 -1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$953K +$11.7K +2,000 +1%
RCM
7
Rivernorth Capital Management
Florida
$756K +$811K +138,422 New
Bank of America
8
Bank of America
North Carolina
$720K +$489K +83,550 +173%
WAM
9
Wolverine Asset Management
Illinois
$692K +$620K +105,810 +504%
Wells Fargo
10
Wells Fargo
California
$668K -$211K -36,010 -23%
LPL Financial
11
LPL Financial
California
$494K +$19K +3,244 +4%
VEA
12
Virtus ETF Advisers
New York
$421K +$70.5K +12,035 +18%
MIC
13
Meridian Investment Counsel
California
$399K -$3.88K -663 -0.9%
CIA
14
Capital Investment Advisors
Georgia
$345K -$943 -161 -0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$280K +$72.6K +12,401 +32%
Ameriprise
16
Ameriprise
Minnesota
$277K -$989K -168,950 -77%
AWM
17
Altium Wealth Management
New York
$204K
SPIA
18
Steward Partners Investment Advisory
New York
$176K +$139K +23,814 +280%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$160K
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$148K +$158K +27,022 New
Stifel Financial
21
Stifel Financial
Missouri
$124K
LCM
22
Landscape Capital Management
New Jersey
$120K +$64.2K +10,961 +99%
HKAM
23
Horizon Kinetics Asset Management
New York
$119K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$100K +$55K +9,400 +106%
RJA
25
Raymond James & Associates
Florida
$85K +$32.3K +5,519 +55%

EVF Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2022, worth a combined $18.6M — down 5.2% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVF positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $811K. The largest seller was Ameriprise, cutting an estimated $989K.

  • 48 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2022, up from 41 in Q1 2022.
  • Funds reported $18.6M of Eaton Vance Senior Income Trust stock for Q2 2022, down 5.2% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Senior Income Trust positions in Q2 2022 and 2 closed out, a net change of +7 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2022 was Rivernorth Capital Management, an estimated $811K added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2022 was Ameriprise, an estimated $989K sold.

Based on aggregated 13F filings for Q2 2022.