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Invesco Senior Income Trust

85 hedge funds and large institutions have $148M invested in Invesco Senior Income Trust in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 8485 (+1)

5% more capital invested

Capital invested by funds: $142M → $148M (+$6.42M)

0.63% more ownership

Funds ownership: 15.8%16.43% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
33
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
Partnervest Advisory Services
California
$18K
TFA
77
Transamerica Financial Advisors
Florida
$11K
1IC
78
1919 Investment Counsel
Maryland
$8K
HI
79
Hudock Inc
Pennsylvania
$7K
PFSC
80
Peoples Financial Services Corp
Pennsylvania
$7K
RIA
81
Regal Investment Advisors
Michigan
$7K
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$7K +$7.42K +1,470 New
DOA
83
D'Orazio & Associates
Virginia
$4K
MFS
84
MSI Financial Services
Massachusetts
$4K
FAM
85
Formidable Asset Management
Ohio
$2K
Barclays
86
Barclays
United Kingdom
-$2.96M -592,556 Closed
OFG
87
OTA Financial Group
New York
-$1.28K -254,700 Closed
SG Americas Securities
88
SG Americas Securities
New York
-$628K -124,697 Closed
RCM
89
Rivernorth Capital Management
Florida
-$567K -112,561 Closed
CTC
90
Central Trust Company
Missouri
-$94K -18,713 Closed
KFS
91
KMS Financial Services
Washington
-$64K -12,679 Closed
SCP
92
Seizert Capital Partners
Michigan
-$50K -10,000 Closed
AllianceBernstein
93
AllianceBernstein
Tennessee
-$35K -7,000 Closed
BIM
94
BlackRock Investment Management
Delaware
-$5K -934 Closed
Nomura Holdings
95
Nomura Holdings
Japan
-$1K -100 Closed

VVR Hedge Fund Activity: Q1 2014 in Review

85 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q1 2014, worth a combined $148M — up 4.5% from $142M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VVR positions and 10 closed out — a net gain of 2 holders — while 33 added to existing stakes and 13 trimmed.

The largest buyer was Newgate Capital Management, opening a new position worth an estimated $5.07M. The largest seller was Bank of America, cutting an estimated $5.84M.

  • 85 institutional investors held Invesco Senior Income Trust (VVR) as of Q1 2014, up from 84 in Q4 2013.
  • Funds reported $148M of Invesco Senior Income Trust stock for Q1 2014, up 4.5% quarter-over-quarter.
  • 12 funds opened new Invesco Senior Income Trust positions in Q1 2014 and 10 closed out, a net change of +2 holders.
  • The largest Invesco Senior Income Trust buyer in Q1 2014 was Newgate Capital Management, an estimated $5.07M added.
  • The largest Invesco Senior Income Trust seller in Q1 2014 was Bank of America, an estimated $5.84M sold.

Based on aggregated 13F filings for Q1 2014.