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EVF

Eaton Vance Senior Income Trust
EVF

44 hedge funds and large institutions have $12.7M invested in Eaton Vance Senior Income Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 41 → 44 (+3)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.79% less ownership

Funds ownership: 12.19% → 11.4% (-0.79%)

6% less capital invested

Capital invested by funds: $13.5M → $12.7M (-$777K)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$429K
2
RWA
Redhawk Wealth Advisors
Minnesota
+$162K
3
VEA
Virtus ETF Advisers
New York
+$119K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$116K
5
MC
Moors & Cabot
Massachusetts
+$64.4K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$931K
2
Morgan Stanley
Morgan Stanley
New York
-$776K
3
AWA
Arete Wealth Advisors
Illinois
-$180K
4
Wells Fargo
Wells Fargo
California
-$59.4K
5
SPIA
Steward Partners Investment Advisory
New York
-$53.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.46M +$429K +66,628 +21%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.76M -$8.62K -1,340 -0.5%
UBS Group
3
UBS Group
Switzerland
$1.14M -$931K -144,698 -45%
Morgan Stanley
4
Morgan Stanley
New York
$972K -$776K -120,528 -44%
Invesco
5
Invesco
Georgia
$747K -$45.5K -7,075 -6%
Ameriprise
6
Ameriprise
Minnesota
$712K +$56K +8,710 +8%
VEA
7
Virtus ETF Advisers
New York
$527K +$119K +18,520 +29%
Wells Fargo
8
Wells Fargo
California
$425K -$59.4K -9,227 -12%
LPL Financial
9
LPL Financial
California
$331K -$47.5K -7,386 -12%
Bank of America
10
Bank of America
North Carolina
$324K +$14.8K +2,307 +5%
RJA
11
Raymond James & Associates
Florida
$223K -$29.9K -4,652 -12%
Osaic Holdings
12
Osaic Holdings
Arizona
$218K – – –
BWM
13
Buska Wealth Management
Wisconsin
$207K +$210K +32,575 New
EP
14
Eudaimonia Partners
Tennessee
$188K – – –
RWA
15
Redhawk Wealth Advisors
Minnesota
$160K +$162K +25,229 New
AAS
16
Avantax Advisory Services
Texas
$157K +$1.18K +183 +0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$156K +$4.18K +649 +3%
HKAM
18
Horizon Kinetics Asset Management
New York
$138K – – –
Stifel Financial
19
Stifel Financial
Missouri
$137K – – –
NAS
20
NWF Advisory Services
California
$135K – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$127K – – –
MWM
22
Melfa Wealth Management
Massachusetts
$126K – – –
KAS
23
Kestra Advisory Services
Texas
$123K +$44.4K +6,892 +56%
AG
24
AlTi Global
New York
$118K – – –
CA
25
Cetera Advisors
Colorado
$114K +$22.5K +3,500 +24%
1
2

EVF Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q1 2024, worth a combined $12.7M — down 5.8% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVF positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $429K. The largest seller was UBS Group, cutting an estimated $931K.

  • 44 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $12.7M of Eaton Vance Senior Income Trust stock for Q1 2024, down 5.8% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Senior Income Trust positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q1 2024 was Guggenheim Capital, an estimated $429K added.
  • The largest Eaton Vance Senior Income Trust seller in Q1 2024 was UBS Group, an estimated $931K sold.

Based on aggregated 13F filings for Q1 2024.