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Invesco Senior Income Trust

94 hedge funds and large institutions have $205M invested in Invesco Senior Income Trust in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1.96% more ownership

Funds ownership: 25.11%27.08% (+2%)

1% more capital invested

Capital invested by funds: $202M → $205M (+$2.44M)

0% more funds holding

Funds holding: 9494 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
26
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$37.4M +$5.88M +1,350,000 +18%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M -$258K -59,288 -0.8%
Bank of America
3
Bank of America
North Carolina
$16.7M -$1.17M -267,446 -6%
RCA
4
Restructuring Capital Associates
Connecticut
$14.9M +$1.02M +234,336 +7%
Invesco
5
Invesco
Georgia
$11.6M -$570K -130,879 -4%
Bessemer Group
6
Bessemer Group
New Jersey
$11.1M +$3.2M +734,000 +38%
OA
7
Oxbow Advisors
Texas
$5.77M +$49K +11,257 +0.8%
FIMG
8
Financial & Investment Management Group
Michigan
$5.58M +$5.81M +1,334,674 New
EVM
9
Eaton Vance Management
Massachusetts
$5.27M
UCFA
10
United Capital Financial Advisors
Texas
$5.13M +$707K +162,223 +15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.04M +$625K +143,512 +14%
NCM
12
Newgate Capital Management
Connecticut
$4.45M +$2.65M +607,922 +131%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.93M +$71K +16,297 +2%
GC
14
Guggenheim Capital
Illinois
$3.78M -$401K -92,003 -9%
Wells Fargo
15
Wells Fargo
California
$3.6M +$171K +39,332 +5%
LPL Financial
16
LPL Financial
California
$3.57M +$138K +31,683 +4%
RCM
17
Rivernorth Capital Management
Florida
$3.55M +$951K +218,241 +35%
UBS Group
18
UBS Group
Switzerland
$2.82M -$120K -27,497 -4%
KIM
19
Karpus Investment Management
New York
$2.77M +$2.88M +662,000 New
MIG
20
Mariner Investment Group
New York
$2.66M +$2.77M +636,786 New
CP
21
Camelot Portfolios
Ohio
$2.49M +$50.4K +11,559 +2%
YMRC
22
Yorktown Management & Research Company
Virginia
$1.74M
PP
23
Prudential plc
United Kingdom
$1.7M
AI
24
Atria Investments
North Carolina
$1.55M -$21.7K -4,975 -1%
HK
25
Horizon Kinetics
New York
$1.49M -$307K -70,561 -17%

VVR Hedge Fund Activity: Q3 2015 in Review

94 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q3 2015, worth a combined $205M — up 1.2% from $202M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VVR positions and 14 closed out — a net gain of 3 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $5.88M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $3.01M sold.

  • 94 institutional investors held Invesco Senior Income Trust (VVR) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $205M of Invesco Senior Income Trust stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 17 funds opened new Invesco Senior Income Trust positions in Q3 2015 and 14 closed out, a net change of +3 holders.
  • The largest Invesco Senior Income Trust buyer in Q3 2015 was Baillie Gifford & Co, an estimated $5.88M added.
  • The largest Invesco Senior Income Trust seller in Q3 2015 was 1832 Asset Management, an estimated $3.01M sold.

Based on aggregated 13F filings for Q3 2015.