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Invesco Senior Income Trust

107 hedge funds and large institutions have $230M invested in Invesco Senior Income Trust in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more funds holding

Funds holding: 94107 (+13)

13% more capital invested

Capital invested by funds: $205M → $230M (+$25.7M)

4.54% more ownership

Funds ownership: 27.08%31.62% (+4.5%)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
24
Increased
27
Reduced
30
Closed
11
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
$36.2M
Morgan Stanley
2
Morgan Stanley
New York
$28.3M -$2.22M -539,445 -7%
Bank of America
3
Bank of America
North Carolina
$15.8M -$310K -75,270 -2%
RCA
4
Restructuring Capital Associates
Connecticut
$14.3M -$116K -28,166 -0.8%
Bessemer Group
5
Bessemer Group
New Jersey
$13.8M +$3.1M +752,113 +28%
OA
6
Oxbow Advisors
Texas
$12.6M +$7.19M +1,744,278 +126%
Invesco
7
Invesco
Georgia
$9.8M -$1.49M -360,456 -13%
RCM
8
Rivernorth Capital Management
Florida
$9.55M +$6.25M +1,515,327 +178%
LPL Financial
9
LPL Financial
California
$6.7M +$3.29M +797,502 +93%
FIMG
10
Financial & Investment Management Group
Michigan
$5.82M +$433K +105,069 +8%
UCFA
11
United Capital Financial Advisors
Texas
$5.41M +$461K +111,794 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.39M +$534K +129,474 +11%
EVM
13
Eaton Vance Management
Massachusetts
$5.09M
WCMNY
14
Westchester Capital Management (New York)
New York
$5.09M +$4.2M +1,018,961 +423%
NCM
15
Newgate Capital Management
Connecticut
$4.64M +$347K +84,131 +8%
BCC
16
Bain Capital Credit
Massachusetts
$4.04M +$4.12M +999,504 New
JP Morgan Chase
17
JP Morgan Chase
New York
$3.87M +$72.3K +17,541 +2%
Wells Fargo
18
Wells Fargo
California
$3.36M -$118K -28,658 -3%
PP
19
Prudential plc
United Kingdom
$3.27M +$1.66M +402,349 +99%
UBS Group
20
UBS Group
Switzerland
$2.95M +$223K +54,171 +8%
MIG
21
Mariner Investment Group
New York
$2.65M +$77.7K +18,846 +3%
TAM
22
Trust Asset Management
Texas
$2.6M +$2.66M +644,512 New
CP
23
Camelot Portfolios
Ohio
$2.48M +$69.3K +16,814 +3%
KIM
24
Karpus Investment Management
New York
$2.08M -$603K -146,400 -22%
PPA
25
Parametric Portfolio Associates
Washington
$1.68M +$1.72M +416,336 New

VVR Hedge Fund Activity: Q4 2015 in Review

107 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q4 2015, worth a combined $230M — up 13% from $205M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VVR positions and 11 closed out — a net gain of 13 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $7.19M. The largest seller was Guggenheim Capital, cutting an estimated $2.27M.

  • 107 institutional investors held Invesco Senior Income Trust (VVR) as of Q4 2015, up from 94 in Q3 2015.
  • Funds reported $230M of Invesco Senior Income Trust stock for Q4 2015, up 13% quarter-over-quarter.
  • 24 funds opened new Invesco Senior Income Trust positions in Q4 2015 and 11 closed out, a net change of +13 holders.
  • The largest Invesco Senior Income Trust buyer in Q4 2015 was Oxbow Advisors, an estimated $7.19M added.
  • The largest Invesco Senior Income Trust seller in Q4 2015 was Guggenheim Capital, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2015.