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Invesco Senior Income Trust

117 hedge funds and large institutions have $265M invested in Invesco Senior Income Trust in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $240M → $265M (+$24.5M)

8.63% more ownership

Funds ownership: 41.3%49.93% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

12% less funds holding

Funds holding: 133117 (-16)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
117
Holders Change
-16
Holders Change %
-12.03%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
36
Reduced
37
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$51.7M +$12.1M +3,576,035 +31%
BI
2
Bramshill Investments
Florida
$41.8M +$1.77M +520,686 +5%
Morgan Stanley
3
Morgan Stanley
New York
$33M +$4.43M +1,304,583 +16%
RCM
4
Rivernorth Capital Management
Florida
$18.3M +$2.75M +809,892 +18%
OCM
5
Oaktree Capital Management
California
$10.3M +$1.82M +535,377 +22%
PPA
6
Parametric Portfolio Associates
Washington
$9.97M -$488K -143,513 -5%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$9.8M +$1.38M +406,469 +17%
HHGC
8
Hunting Hill Global Capital
New York
$9.23M
Bank of America
9
Bank of America
North Carolina
$9.09M -$1.19M -350,732 -12%
JP Morgan Chase
10
JP Morgan Chase
New York
$8.6M
PCM
11
Penserra Capital Management
California
$8.17M +$330K +97,124 +4%
EVM
12
Eaton Vance Management
Massachusetts
$7.61M
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$5.28M +$90.4K +26,601 +2%
VCM
14
Vivaldi Capital Management
Illinois
$4.3M +$208K +61,354 +5%
UBS Group
15
UBS Group
Switzerland
$4.08M -$440K -129,485 -10%
OHA
16
Oak Hill Advisors
New York
$3.25M +$903K +265,726 +39%
AUIM
17
Aegon USA Investment Management
Iowa
$2.5M +$451K +132,829 +23%
MC
18
Matisse Capital
Oregon
$1.83M -$2.68M -788,080 -60%
AAM
19
Advisors Asset Management
Colorado
$1.6M -$157K -46,281 -9%
RJA
20
Raymond James & Associates
Florida
$1.59M +$18.5K +5,445 +1%
LPL Financial
21
LPL Financial
California
$1.51M +$72.5K +21,329 +5%
PCM
22
PenderFund Capital Management
British Columbia, Canada
$1.41M -$1.02M -300,000 -50%
CP
23
Camelot Portfolios
Ohio
$1.19M -$300K -88,253 -20%
Wells Fargo
24
Wells Fargo
California
$1.18M -$183K -53,767 -14%
Goldman Sachs
25
Goldman Sachs
New York
$1.04M -$1.06M -311,044 -51%

VVR Hedge Fund Activity: Q2 2020 in Review

117 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q2 2020, worth a combined $265M — up 10% from $240M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of VVR and 12 opened new positions — a net loss of 15 holders — while 37 trimmed existing stakes and 36 added.

The largest buyer was Saba Capital Management, adding an estimated $12.1M. The largest seller was Sit Investment Associates, cutting an estimated $3.22M.

  • 117 institutional investors held Invesco Senior Income Trust (VVR) as of Q2 2020, down from 133 in Q1 2020.
  • Funds reported $265M of Invesco Senior Income Trust stock for Q2 2020, up 10% quarter-over-quarter.
  • 12 funds opened new Invesco Senior Income Trust positions in Q2 2020 and 27 closed out, a net change of -15 holders.
  • The largest Invesco Senior Income Trust buyer in Q2 2020 was Saba Capital Management, an estimated $12.1M added.
  • The largest Invesco Senior Income Trust seller in Q2 2020 was Sit Investment Associates, an estimated $3.22M sold.

Based on aggregated 13F filings for Q2 2020.