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Invesco Senior Income Trust

98 hedge funds and large institutions have $243M invested in Invesco Senior Income Trust in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $244M → $243M (-$707K)

1.02% less ownership

Funds ownership: 33.39%32.37% (-1%)

3% less funds holding

Funds holding: 10198 (-3)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
29
Reduced
26
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.37M +$1.28M +311,719 +2,297%
CS
27
Comerica Securities
Michigan
$1.33M +$1.3M +318,369 New
Stifel Financial
28
Stifel Financial
Missouri
$1.29M +$1.01M +245,965 +389%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$1.26M +$1.23M +300,000 New
MIC
30
Meridian Investment Counsel
California
$1.04M -$40.8K -9,963 -4%
SFS
31
Shaker Financial Services
Virginia
$1.02M -$209K -50,923 -17%
RCM
32
Robinson Capital Management
Michigan
$870K +$853K +208,032 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$683K +$13.8K +3,366 +2%
AWA
34
Arete Wealth Advisors
Illinois
$661K +$427K +104,138 +193%
HK
35
Horizon Kinetics
New York
$613K -$8.34K -2,034 -1%
KA
36
Klingman & Associates
New York
$543K -$24.6K -6,000 -4%
Citigroup
37
Citigroup
New York
$519K +$14.1K +3,452 +3%
OC
38
Oppenheimer & Co
New York
$386K +$41K +10,015 +12%
RJA
39
Raymond James & Associates
Florida
$344K +$77.2K +18,843 +30%
WA
40
WealthTrust Axiom
Pennsylvania
$315K -$6.77K -1,653 -2%
WAM
41
Wolverine Asset Management
Illinois
$300K +$102K +24,801 +53%
BHWM
42
Bar Harbor Wealth Management
New Hampshire
$292K
Ameriprise
43
Ameriprise
Minnesota
$247K +$14.9K +3,625 +7%
AAM
44
Advisors Asset Management
Colorado
$244K +$239K +58,389 New
AG
45
Advisor Group
Arizona
$220K +$218K +53,208 New
Citadel Advisors
46
Citadel Advisors
Florida
$194K +$191K +46,494 New
FIM
47
Fernwood Investment Management
Massachusetts
$183K
PAG
48
Private Advisor Group
New Jersey
$175K +$5.78K +1,410 +3%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$173K -$32.2K -7,846 -16%
GIA
50
Granite Investment Advisors
New Hampshire
$173K

VVR Hedge Fund Activity: Q2 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q2 2016, worth a combined $243M — down 0.29% from $244M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of VVR and 15 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 29 added.

The largest buyer was Bank of America, adding an estimated $3.32M. The largest seller was Oxbow Advisors, cutting an estimated $6.42M.

  • 98 institutional investors held Invesco Senior Income Trust (VVR) as of Q2 2016, down from 101 in Q1 2016.
  • Funds reported $243M of Invesco Senior Income Trust stock for Q2 2016, down 0.29% quarter-over-quarter.
  • 15 funds opened new Invesco Senior Income Trust positions in Q2 2016 and 18 closed out, a net change of -3 holders.
  • The largest Invesco Senior Income Trust buyer in Q2 2016 was Bank of America, an estimated $3.32M added.
  • The largest Invesco Senior Income Trust seller in Q2 2016 was Oxbow Advisors, an estimated $6.42M sold.

Based on aggregated 13F filings for Q2 2016.