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Invesco Senior Income Trust

133 hedge funds and large institutions have $240M invested in Invesco Senior Income Trust in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

5% more funds holding

Funds holding: 127133 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.01% less ownership

Funds ownership: 41.31%41.3% (-0.01%)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

25% less capital invested

Capital invested by funds: $319M → $240M (-$78.9M)

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
37
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$37.2M +$4.09M +1,033,516 +10%
SCM
2
Saba Capital Management
New York
$36.6M -$11.2M -2,824,492 -20%
Morgan Stanley
3
Morgan Stanley
New York
$26.5M +$5.61M +1,418,238 +21%
RCM
4
Rivernorth Capital Management
Florida
$14.5M +$3.06M +773,513 +21%
PPA
5
Parametric Portfolio Associates
Washington
$9.74M +$11.4M +2,867,591 +1,820%
Bank of America
6
Bank of America
North Carolina
$9.59M -$3.27K -827 -0%
HHGC
7
Hunting Hill Global Capital
New York
$8.59M -$36K -9,097 -0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.01M +$11.4K +2,877 +0.1%
OCM
9
Oaktree Capital Management
California
$7.84M +$9.63M +2,433,800 New
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$7.81M -$26.9K -6,800 -0.3%
PCM
11
Penserra Capital Management
California
$7.54M -$157K -39,781 -2%
EVM
12
Eaton Vance Management
Massachusetts
$7.09M
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$4.83M +$612K +154,615 +11%
MC
14
Matisse Capital
Oregon
$4.24M +$2.7M +680,992 +107%
UBS Group
15
UBS Group
Switzerland
$4.22M -$4.62M -1,167,710 -47%
VCM
16
Vivaldi Capital Management
Illinois
$3.67M -$42.6K -10,760 -0.9%
SIA
17
Sit Investment Associates
Minnesota
$3.08M -$8.38M -2,116,940 -69%
PCM
18
PenderFund Capital Management
British Columbia, Canada
$2.72M +$1.19M +300,000 +100%
OHA
19
Oak Hill Advisors
New York
$2.17M +$2.67M +674,164 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.06M +$2.4M +606,848 +1,769%
Goldman Sachs
21
Goldman Sachs
New York
$1.97M +$1.96M +493,917 +422%
AUIM
22
Aegon USA Investment Management
Iowa
$1.9M -$463K -116,864 -17%
RVPG
23
Relative Value Partners Group
$1.81M -$1.57M -397,069 -41%
AAM
24
Advisors Asset Management
Colorado
$1.64M -$1.01M -254,481 -33%
VEA
25
Virtus ETF Advisers
New York
$1.61M -$647K -163,403 -25%

VVR Hedge Fund Activity: Q1 2020 in Review

133 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q1 2020, worth a combined $240M — down 25% from $319M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VVR positions and 13 closed out — a net gain of 9 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $11.4M. The largest seller was Saba Capital Management, cutting an estimated $11.2M.

  • 133 institutional investors held Invesco Senior Income Trust (VVR) as of Q1 2020, up from 127 in Q4 2019.
  • Funds reported $240M of Invesco Senior Income Trust stock for Q1 2020, down 25% quarter-over-quarter.
  • 22 funds opened new Invesco Senior Income Trust positions in Q1 2020 and 13 closed out, a net change of +9 holders.
  • The largest Invesco Senior Income Trust buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $11.4M added.
  • The largest Invesco Senior Income Trust seller in Q1 2020 was Saba Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2020.