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EVF

Eaton Vance Senior Income Trust

41 hedge funds and large institutions have $13.5M invested in Eaton Vance Senior Income Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $13.4M → $13.5M (+$166K)

0.24% more ownership

Funds ownership: 12.03%12.27% (+0.24%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2% less funds holding

Funds holding: 4241 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.71M +$10.3K +1,646 +0.4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.06M +$241K +38,457 +13%
Invesco
3
Invesco
Georgia
$1.1M +$116K +18,542 +12%
Morgan Stanley
4
Morgan Stanley
New York
$1.06M +$44.9K +7,176 +4%
UBS Group
5
UBS Group
Switzerland
$1.01M -$109K -17,328 -10%
Ameriprise
6
Ameriprise
Minnesota
$782K +$38.3K +6,120 +5%
VEA
7
Virtus ETF Advisers
New York
$660K -$101K -16,130 -13%
Wells Fargo
8
Wells Fargo
California
$428K +$9.88K +1,578 +2%
LPL Financial
9
LPL Financial
California
$319K -$19.1K -3,045 -6%
WAM
10
Wolverine Asset Management
Illinois
$284K +$288K +45,923 New
BWM
11
Buska Wealth Management
Wisconsin
$220K -$34.8K -5,555 -14%
Bank of America
12
Bank of America
North Carolina
$213K -$5.47K -873 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$203K -$7.51K -1,200 -4%
HKAM
14
Horizon Kinetics Asset Management
New York
$199K +$65.1K +10,400 +48%
AWA
15
Arete Wealth Advisors
Illinois
$174K +$75 +12 +0%
RWA
16
Redhawk Wealth Advisors
Minnesota
$156K
RJA
17
Raymond James & Associates
Florida
$136K -$1.49K -238 -1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$124K -$38 -6 -0%
NAS
19
NWF Advisory Services
California
$122K -$8.77K -1,400 -7%
MWM
20
Melfa Wealth Management
Massachusetts
$122K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$121K +$123K +19,650 New
AG
22
AlTi Global
New York
$115K
Stifel Financial
23
Stifel Financial
Missouri
$114K -$24.1K -3,851 -17%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$111K +$11K +1,750 +11%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$111K

EVF Hedge Fund Activity: Q3 2024 in Review

41 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q3 2024, worth a combined $13.5M — up 1.2% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVF and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 12 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $288K. The largest seller was UBS Group, cutting an estimated $109K.

  • 41 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $13.5M of Eaton Vance Senior Income Trust stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Senior Income Trust positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance Senior Income Trust buyer in Q3 2024 was Wolverine Asset Management, an estimated $288K added.
  • The largest Eaton Vance Senior Income Trust seller in Q3 2024 was UBS Group, an estimated $109K sold.

Based on aggregated 13F filings for Q3 2024.