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EVF

Eaton Vance Senior Income Trust

36 hedge funds and large institutions have $12.5M invested in Eaton Vance Senior Income Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.85% less ownership

Funds ownership: 12.27%11.42% (-0.85%)

8% less capital invested

Capital invested by funds: $13.5M → $12.5M (-$1.02M)

12% less funds holding

Funds holding: 4136 (-5)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.39M -$310K -49,723 -11%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.04M -$10.3K -1,660 -0.5%
Invesco
3
Invesco
Georgia
$1.09M -$3.25K -522 -0.3%
UBS Group
4
UBS Group
Switzerland
$942K -$62.1K -9,965 -6%
Ameriprise
5
Ameriprise
Minnesota
$864K +$88.2K +14,157 +11%
VEA
6
Virtus ETF Advisers
New York
$774K +$121K +19,365 +18%
Morgan Stanley
7
Morgan Stanley
New York
$705K -$354K -56,767 -33%
Wells Fargo
8
Wells Fargo
California
$432K +$7.04K +1,130 +2%
LPL Financial
9
LPL Financial
California
$295K -$21.9K -3,517 -7%
BWM
10
Buska Wealth Management
Wisconsin
$275K +$57.4K +9,213 +26%
Bank of America
11
Bank of America
North Carolina
$217K +$5.06K +812 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$209K +$212K +33,997 New
HKAM
13
Horizon Kinetics Asset Management
New York
$197K
Stifel Financial
14
Stifel Financial
Missouri
$188K +$75.9K +12,184 +66%
Osaic Holdings
15
Osaic Holdings
Arizona
$179K -$22.4K -3,600 -11%
AWA
16
Arete Wealth Advisors
Illinois
$173K -$131 -21 -0.1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$159K +$39.1K +6,283 +32%
RWA
18
Redhawk Wealth Advisors
Minnesota
$155K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$123K
MWM
20
Melfa Wealth Management
Massachusetts
$122K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$119K +$8.85K +1,421 +8%
AG
22
AlTi Global
New York
$114K
CAM
23
Concorde Asset Management
Michigan
$105K
KAS
24
Kestra Advisory Services
Texas
$99.3K +$101K +16,173 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$94K

EVF Hedge Fund Activity: Q4 2024 in Review

36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Income Trust (EVF) for Q4 2024, worth a combined $12.5M — down 7.5% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVF and 5 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Virtus ETF Advisers, adding an estimated $121K. The largest seller was Morgan Stanley, cutting an estimated $354K.

  • 36 institutional investors held Eaton Vance Senior Income Trust (EVF) as of Q4 2024, down from 41 in Q3 2024.
  • Funds reported $12.5M of Eaton Vance Senior Income Trust stock for Q4 2024, down 7.5% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Senior Income Trust positions in Q4 2024 and 7 closed out, a net change of -2 holders.
  • The largest Eaton Vance Senior Income Trust buyer in Q4 2024 was Virtus ETF Advisers, an estimated $121K added.
  • The largest Eaton Vance Senior Income Trust seller in Q4 2024 was Morgan Stanley, an estimated $354K sold.

Based on aggregated 13F filings for Q4 2024.