We are live on ! Find out more
EVF

Eaton Vance Senior Income Trust

59 hedge funds and large institutions have $17.4M invested in Eaton Vance Senior Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 5559 (+4)

0% less capital invested

Capital invested by funds: $17.4M → $17.4M (-$387)

0.38% less ownership

Funds ownership: 18.57%18.19% (-0.38%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.32M -$104K -19,589 -4%
Invesco
2
Invesco
Georgia
$1.75M -$241K -45,380 -12%
Morgan Stanley
3
Morgan Stanley
New York
$1.47M -$27.7K -5,209 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.33M +$40.6K +7,635 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$981K +$69.8K +13,150 +8%
GC
6
Guggenheim Capital
Illinois
$964K -$823K -154,959 -47%
KIG
7
Kennedy Investment Group
New Jersey
$639K +$18.2K +3,425 +3%
Bank of America
8
Bank of America
North Carolina
$628K -$21.2K -3,984 -3%
OCM
9
Oaktree Capital Management
California
$564K
Wells Fargo
10
Wells Fargo
California
$559K -$898 -169 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$527K +$116K +21,779 +29%
CCP
12
Clough Capital Partners
Massachusetts
$481K
RCM
13
Rivernorth Capital Management
Florida
$430K
MIC
14
Meridian Investment Counsel
California
$402K
LPL Financial
15
LPL Financial
California
$389K -$1.19K -224 -0.3%
CIA
16
Capital Investment Advisors
Georgia
$308K -$5.47K -1,030 -2%
VEA
17
Virtus ETF Advisers
New York
$289K +$32.2K +6,065 +13%
RJA
18
Raymond James & Associates
Florida
$232K -$17.3K -3,266 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$214K -$18.3K -3,454 -8%
HighTower Advisors
20
HighTower Advisors
Illinois
$204K +$198K +37,336 New
CL
21
CSS LLC
Illinois
$184K +$179K +33,731 New
EP
22
Eudaimonia Partners
Tennessee
$161K
AWA
23
Arete Wealth Advisors
Illinois
$159K +$27.9K +5,257 +22%
HKAM
24
Horizon Kinetics Asset Management
New York
$119K
MHIC
25
Marble Harbor Investment Counsel
Massachusetts
$117K

EVF Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2023, worth a combined $17.4M — down 0% from $17.4M 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 13 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $198K. The largest seller was Guggenheim Capital, cutting an estimated $823K.

  • 59 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2023, up from 55 in Q1 2023.
  • Funds reported $17.4M of Eaton Vance Senior Income Trust stock for Q2 2023, down 0% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Senior Income Trust positions in Q2 2023 and 5 closed out, a net change of +4 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2023 was HighTower Advisors, an estimated $198K added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2023 was Guggenheim Capital, an estimated $823K sold.

Based on aggregated 13F filings for Q2 2023.