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Invesco Senior Income Trust

107 hedge funds and large institutions have $298M invested in Invesco Senior Income Trust in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more funds holding

Funds holding: 99107 (+8)

0.43% more ownership

Funds ownership: 38.2%38.63% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $303M → $298M (-$4.94M)

27% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 41

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
30
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$284K +$12.1K +2,741 +4%
AI
52
Atria Investments
North Carolina
$282K -$1.82K -415 -0.6%
AG
53
Advisor Group
Arizona
$276K -$34.1K -7,750 -11%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$219K +$2.22K +505 +1%
PCM
55
Penserra Capital Management
California
$207K +$53.2K +12,107 +33%
TSS
56
Two Sigma Securities
New York
$201K -$17K -3,869 -8%
PAS
57
Park Avenue Securities
New York
$191K +$197K +44,705 New
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$176K +$2.35K +534 +1%
DAS
59
Dynamic Advisor Solutions
Arizona
$172K +$356 +81 +0.2%
OC
60
Oppenheimer & Co
New York
$163K -$43K -9,779 -20%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$159K -$38.2K -8,692 -19%
LCM
62
Landscape Capital Management
New Jersey
$156K +$160K +36,424 New
CIA
63
Capital Investment Advisors
Georgia
$153K +$22 +5 +0%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$152K -$19.2K -4,356 -11%
Goldman Sachs
65
Goldman Sachs
New York
$134K -$26.1K -5,931 -16%
HK
66
Horizon Kinetics
New York
$117K -$12K -2,721 -9%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$112K -$297K -67,441 -72%
US Bancorp
68
US Bancorp
Minnesota
$110K
MIG
69
Mariner Investment Group
New York
$107K -$78.3K -17,800 -42%
EWM
70
Edge Wealth Management
New York
$102K -$58.9K -13,400 -36%
FIM
71
Fernwood Investment Management
Massachusetts
$101K -$8.79K -2,000 -8%
LA
72
LexAurum Advisors
Kansas
$95K
Citadel Advisors
73
Citadel Advisors
Florida
$90K +$92K +20,926 New
DADC
74
D.A. Davidson & Co
Montana
$90K +$92.3K +21,000 New
PAG
75
Private Advisor Group
New Jersey
$88K -$92.2K -20,969 -50%

VVR Hedge Fund Activity: Q2 2018 in Review

107 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q2 2018, worth a combined $298M — down 1.6% from $303M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VVR positions and 7 closed out — a net gain of 9 holders — while 30 added to existing stakes and 41 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $8.89M. The largest seller was Baillie Gifford & Co, cutting an estimated $5.64M.

  • 107 institutional investors held Invesco Senior Income Trust (VVR) as of Q2 2018, up from 99 in Q1 2018.
  • Funds reported $298M of Invesco Senior Income Trust stock for Q2 2018, down 1.6% quarter-over-quarter.
  • 16 funds opened new Invesco Senior Income Trust positions in Q2 2018 and 7 closed out, a net change of +9 holders.
  • The largest Invesco Senior Income Trust buyer in Q2 2018 was Amundi Asset Management US, an estimated $8.89M added.
  • The largest Invesco Senior Income Trust seller in Q2 2018 was Baillie Gifford & Co, an estimated $5.64M sold.

Based on aggregated 13F filings for Q2 2018.