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Invesco Senior Income Trust

127 hedge funds and large institutions have $319M invested in Invesco Senior Income Trust in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 26 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

13% more funds holding

Funds holding: 112127 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less capital invested

Capital invested by funds: $341M → $319M (-$21.7M)

8.59% less ownership

Funds ownership: 49.9%41.31% (-8.6%)

48% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 50

Holders
127
Holders Change
+15
Holders Change %
+13.39%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
26
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$60.9M -$31.8M -7,627,037 -35%
BI
2
Bramshill Investments
Florida
$45.2M -$2.74M -655,732 -6%
Morgan Stanley
3
Morgan Stanley
New York
$29.2M -$3.99M -956,984 -12%
RCM
4
Rivernorth Capital Management
Florida
$16M -$20.6M -4,939,263 -57%
SIA
5
Sit Investment Associates
Minnesota
$13.2M -$1.88M -450,882 -13%
Bank of America
6
Bank of America
North Carolina
$12.8M +$1.25M +299,404 +11%
HHGC
7
Hunting Hill Global Capital
New York
$11.5M -$4.79M -1,147,977 -30%
JP Morgan Chase
8
JP Morgan Chase
New York
$10.7M -$6.51M -1,560,915 -39%
UBS Group
9
UBS Group
Switzerland
$10.6M +$60.4K +14,488 +0.6%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$10.4M -$3.51M -840,932 -26%
PCM
11
Penserra Capital Management
California
$9.88M +$9.61M +2,304,360 New
Invesco
12
Invesco
Georgia
$9.83M -$947K -227,045 -9%
EVM
13
Eaton Vance Management
Massachusetts
$9.45M -$1.33M -318,564 -13%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$5.77M -$90.4K -21,664 -2%
VCM
15
Vivaldi Capital Management
Illinois
$4.94M -$1.41M -338,584 -23%
RVPG
16
Relative Value Partners Group
$4.12M -$642K -153,818 -14%
Millennium Management
17
Millennium Management
New York
$3.43M +$3.34M +800,096 New
AAM
18
Advisors Asset Management
Colorado
$3.28M +$333K +79,766 +12%
COLIM
19
City of London Investment Management
United Kingdom
$3.17M -$526K -126,145 -15%
AUIM
20
Aegon USA Investment Management
Iowa
$3.03M -$300K -71,850 -9%
VEA
21
Virtus ETF Advisers
New York
$2.85M +$227K +54,464 +9%
MC
22
Matisse Capital
Oregon
$2.73M +$2.65M +636,000 New
LCM
23
Landscape Capital Management
New Jersey
$2.44M +$2.37M +567,671 New
RJA
24
Raymond James & Associates
Florida
$2M -$767K -183,809 -28%
CP
25
Camelot Portfolios
Ohio
$1.98M +$46.2K +11,083 +2%

VVR Hedge Fund Activity: Q4 2019 in Review

127 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q4 2019, worth a combined $319M — down 6.4% from $341M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VVR positions and 14 closed out — a net gain of 16 holders — while 26 added to existing stakes and 50 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $9.61M. The largest seller was Saba Capital Management, cutting an estimated $31.8M.

  • 127 institutional investors held Invesco Senior Income Trust (VVR) as of Q4 2019, up from 112 in Q3 2019.
  • Funds reported $319M of Invesco Senior Income Trust stock for Q4 2019, down 6.4% quarter-over-quarter.
  • 30 funds opened new Invesco Senior Income Trust positions in Q4 2019 and 14 closed out, a net change of +16 holders.
  • The largest Invesco Senior Income Trust buyer in Q4 2019 was Penserra Capital Management, an estimated $9.61M added.
  • The largest Invesco Senior Income Trust seller in Q4 2019 was Saba Capital Management, an estimated $31.8M sold.

Based on aggregated 13F filings for Q4 2019.