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EVF

Eaton Vance Senior Income Trust

55 hedge funds and large institutions have $17.4M invested in Eaton Vance Senior Income Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5555 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2.28% less ownership

Funds ownership: 20.85%18.57% (-2.3%)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

87% less capital invested

Capital invested by funds: $136M → $17.4M (-$118M)

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.37M -$38.8K -7,045 -2%
Invesco
2
Invesco
Georgia
$1.95M -$535K -97,129 -21%
GC
3
Guggenheim Capital
Illinois
$1.77M -$282K -51,238 -13%
Morgan Stanley
4
Morgan Stanley
New York
$1.47M -$8.17K -1,482 -0.5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.26M +$67.5K +12,240 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$891K +$23K +4,167 +3%
Bank of America
7
Bank of America
North Carolina
$637K -$93.8K -17,014 -13%
KIG
8
Kennedy Investment Group
New Jersey
$607K +$77.8K +14,110 +14%
OCM
9
Oaktree Capital Management
California
$553K
Wells Fargo
10
Wells Fargo
California
$549K -$3.78K -685 -0.7%
CCP
11
Clough Capital Partners
Massachusetts
$472K -$297K -53,792 -38%
RCM
12
Rivernorth Capital Management
Florida
$422K -$318K -57,741 -42%
Ameriprise
13
Ameriprise
Minnesota
$400K +$96.2K +17,449 +30%
MIC
14
Meridian Investment Counsel
California
$394K
LPL Financial
15
LPL Financial
California
$382K -$90.3K -16,388 -19%
CIA
16
Capital Investment Advisors
Georgia
$307K -$55 -10 -0%
VEA
17
Virtus ETF Advisers
New York
$251K -$44.6K -8,089 -15%
RJA
18
Raymond James & Associates
Florida
$245K +$54.4K +9,875 +28%
Osaic Holdings
19
Osaic Holdings
Arizona
$229K -$38.5K -6,988 -14%
EP
20
Eudaimonia Partners
Tennessee
$158K
AWA
21
Arete Wealth Advisors
Illinois
$127K +$9.56K +1,734 +8%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$121K -$12.4K -2,253 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$118K -$76.4K -13,866 -39%
HKAM
24
Horizon Kinetics Asset Management
New York
$116K
NAS
25
NWF Advisory Services
California
$116K +$117K +21,200 New

EVF Hedge Fund Activity: Q1 2023 in Review

55 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q1 2023, worth a combined $17.4M — down 87% from $136M a quarter earlier.

Fund positioning in EVF was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 15 trimmed.

The largest buyer was Tiedemann Advisors, opening a new position worth an estimated $102K. The largest seller was Invesco, cutting an estimated $535K.

  • 55 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $17.4M of Eaton Vance Senior Income Trust stock for Q1 2023, down 87% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Senior Income Trust positions in Q1 2023 and 6 closed out, a net change of 0 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q1 2023 was Tiedemann Advisors, an estimated $102K added.
  • The largest Eaton Vance Senior Income Trust seller in Q1 2023 was Invesco, an estimated $535K sold.

Based on aggregated 13F filings for Q1 2023.