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EVF

Eaton Vance Senior Income Trust

55 hedge funds and large institutions have $136M invested in Eaton Vance Senior Income Trust in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

632% more capital invested

Capital invested by funds: $18.5M → $136M (+$117M)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

8% more funds holding

Funds holding: 5155 (+4)

0.81% more ownership

Funds ownership: 20.04%20.85% (+0.81%)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$116M +$25K +4,682 +27%
Invesco
2
Invesco
Georgia
$2.44M -$109K -20,333 -4%
UBS Group
3
UBS Group
Switzerland
$2.38M -$62.1K -11,635 -3%
GC
4
Guggenheim Capital
Illinois
$2.02M -$108K -20,188 -5%
Morgan Stanley
5
Morgan Stanley
New York
$1.45M -$90K -16,855 -6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.18M -$5.53K -1,035 -0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$856K +$275K +51,531 +46%
CCP
8
Clough Capital Partners
Massachusetts
$748K +$758K +141,956 New
RCM
9
Rivernorth Capital Management
Florida
$720K -$11.8K -2,200 -2%
Bank of America
10
Bank of America
North Carolina
$717K +$14.5K +2,720 +2%
OCM
11
Oaktree Capital Management
California
$544K +$442K +82,694 +402%
Wells Fargo
12
Wells Fargo
California
$544K -$59K -11,049 -10%
SFS
13
Shaker Financial Services
Virginia
$528K -$689K -129,082 -57%
KIG
14
Kennedy Investment Group
New Jersey
$524K +$531K +99,430 New
LPL Financial
15
LPL Financial
California
$463K +$3.78K +707 +0.8%
MIC
16
Meridian Investment Counsel
California
$388K +$796 +149 +0.2%
Ameriprise
17
Ameriprise
Minnesota
$303K -$440K -82,399 -59%
CIA
18
Capital Investment Advisors
Georgia
$303K -$24K -4,499 -7%
VEA
19
Virtus ETF Advisers
New York
$290K -$37K -6,929 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$261K -$31.9K -5,973 -11%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$210K +$213K +39,861 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$190K +$48.2K +9,028 +33%
RJA
23
Raymond James & Associates
Florida
$189K -$47.7K -8,930 -20%
LSC
24
Logan Stone Capital
Illinois
$158K -$10.7K -2,000 -6%
EP
25
Eudaimonia Partners
Tennessee
$155K

EVF Hedge Fund Activity: Q4 2022 in Review

55 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2022, worth a combined $136M — up 632% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVF positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 18 trimmed.

The largest buyer was Clough Capital Partners, opening a new position worth an estimated $758K. The largest seller was Shaker Financial Services, cutting an estimated $689K.

  • 55 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $136M of Eaton Vance Senior Income Trust stock for Q4 2022, up 632% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Senior Income Trust positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2022 was Clough Capital Partners, an estimated $758K added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2022 was Shaker Financial Services, an estimated $689K sold.

Based on aggregated 13F filings for Q4 2022.