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Invesco Senior Income Trust

88 hedge funds and large institutions have $248M invested in Invesco Senior Income Trust in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1.56% less ownership

Funds ownership: 31.33%29.77% (-1.6%)

5% less capital invested

Capital invested by funds: $262M → $248M (-$13.4M)

5% less funds holding

Funds holding: 9388 (-5)

Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
26
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
$43.5M +$2.08M +446,340 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$28.2M +$1.67M +357,946 +6%
Bank of America
3
Bank of America
North Carolina
$28M +$3.46M +742,634 +14%
RCM
4
Rivernorth Capital Management
Florida
$21.5M -$2.31M -496,171 -10%
Morgan Stanley
5
Morgan Stanley
New York
$21.3M +$862K +185,027 +4%
RCA
6
Restructuring Capital Associates
Connecticut
$15.5M
Bessemer Group
7
Bessemer Group
New Jersey
$13.9M -$1.37M -294,727 -9%
UCFA
8
United Capital Financial Advisors
Texas
$10.5M +$996K +213,822 +10%
Invesco
9
Invesco
Georgia
$8.26M -$1.48M -318,482 -15%
WCMNY
10
Westchester Capital Management (New York)
New York
$6.35M -$1.47M -315,822 -19%
EDRIA
11
Edmonds Duncan Registered Investment Advisors
Kansas
$4.8M +$201K +43,112 +4%
UBS Group
12
UBS Group
Switzerland
$4.46M +$423K +90,856 +10%
Wells Fargo
13
Wells Fargo
California
$4.35M -$24.4K -5,230 -0.6%
PP
14
Prudential plc
United Kingdom
$3.9M
LPL Financial
15
LPL Financial
California
$3.83M +$133K +28,513 +4%
CP
16
Camelot Portfolios
Ohio
$3.22M +$76.7K +16,464 +2%
PWPCM
17
Perella Weinberg Partners Capital Management
New York
$2.42M +$2.43M +522,066 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.2M +$70.7K +15,173 +3%
AAM
19
Advisors Asset Management
Colorado
$2.05M +$388K +83,289 +23%
CS
20
Comerica Securities
Michigan
$1.94M +$296K +63,639 +18%
AMH
21
Apollo Management Holdings
New York
$1.65M
AWA
22
Arete Wealth Advisors
Illinois
$1.34M -$115K -24,745 -8%
RJA
23
Raymond James & Associates
Florida
$1.18M -$26.6K -5,705 -2%
MIC
24
Meridian Investment Counsel
California
$1.09M +$144 +31 +0%
RCM
25
Robinson Capital Management
Michigan
$959K -$214K -45,872 -18%

VVR Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q1 2017, worth a combined $248M — down 5.1% from $262M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VVR and 13 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $3.46M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $5.85M sold.

  • 88 institutional investors held Invesco Senior Income Trust (VVR) as of Q1 2017, down from 93 in Q4 2016.
  • Funds reported $248M of Invesco Senior Income Trust stock for Q1 2017, down 5.1% quarter-over-quarter.
  • 13 funds opened new Invesco Senior Income Trust positions in Q1 2017 and 14 closed out, a net change of -1 holder.
  • The largest Invesco Senior Income Trust buyer in Q1 2017 was Bank of America, an estimated $3.46M added.
  • The largest Invesco Senior Income Trust seller in Q1 2017 was Eaton Vance Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q1 2017.