We are live on ! Find out more
EVF

Eaton Vance Senior Income Trust

42 hedge funds and large institutions have $13.4M invested in Eaton Vance Senior Income Trust in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more capital invested

Capital invested by funds: $12.7M → $13.4M (+$657K)

0.63% more ownership

Funds ownership: 11.4%12.03% (+0.63%)

5% less funds holding

Funds holding: 4442 (-2)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.77M +$320K +50,133 +13%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.87M +$113K +17,776 +6%
UBS Group
3
UBS Group
Switzerland
$1.15M +$4.38K +686 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$1.04M +$74K +11,589 +8%
Invesco
5
Invesco
Georgia
$1.01M +$264K +41,385 +35%
VEA
6
Virtus ETF Advisers
New York
$779K +$256K +40,078 +48%
Ameriprise
7
Ameriprise
Minnesota
$763K +$53.7K +8,406 +8%
Wells Fargo
8
Wells Fargo
California
$429K +$6.05K +948 +1%
LPL Financial
9
LPL Financial
California
$346K +$16K +2,502 +5%
BWM
10
Buska Wealth Management
Wisconsin
$261K +$54.4K +8,515 +26%
Bank of America
11
Bank of America
North Carolina
$224K -$100K -15,665 -31%
Osaic Holdings
12
Osaic Holdings
Arizona
$215K -$1.69K -264 -0.8%
AWA
13
Arete Wealth Advisors
Illinois
$178K +$179K +28,093 New
RWA
14
Redhawk Wealth Advisors
Minnesota
$160K
Stifel Financial
15
Stifel Financial
Missouri
$141K +$4.47K +700 +3%
RJA
16
Raymond James & Associates
Florida
$141K -$81.5K -12,765 -36%
HKAM
17
Horizon Kinetics Asset Management
New York
$138K
NAS
18
NWF Advisory Services
California
$134K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$127K
MWM
20
Melfa Wealth Management
Massachusetts
$126K
AG
21
AlTi Global
New York
$118K
AAS
22
Avantax Advisory Services
Texas
$118K -$39.1K -6,131 -25%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$114K
KAS
24
Kestra Advisory Services
Texas
$104K -$18.1K -2,828 -15%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$103K -$53K -8,307 -34%

EVF Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q2 2024, worth a combined $13.4M — up 5.2% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVF positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $320K. The largest seller was Bank of America, cutting an estimated $100K.

  • 42 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q2 2024, down from 44 in Q1 2024.
  • Funds reported $13.4M of Eaton Vance Senior Income Trust stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Senior Income Trust positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest Eaton Vance Senior Income Trust buyer in Q2 2024 was Guggenheim Capital, an estimated $320K added.
  • The largest Eaton Vance Senior Income Trust seller in Q2 2024 was Bank of America, an estimated $100K sold.

Based on aggregated 13F filings for Q2 2024.