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Invesco Senior Income Trust

119 hedge funds and large institutions have $283M invested in Invesco Senior Income Trust in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $265M → $283M (+$18.1M)

2% more funds holding

Funds holding: 117119 (+2)

0.51% more ownership

Funds ownership: 49.93%50.45% (+0.51%)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
17
Increased
30
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$55.4M +$702K +196,816 +1%
BI
2
Bramshill Investments
Florida
$39.9M -$4.18M -1,172,937 -10%
Morgan Stanley
3
Morgan Stanley
New York
$34.3M -$607K -170,007 -2%
OHA
4
Oak Hill Advisors
New York
$19.6M +$15.7M +4,410,670 +469%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$11.7M +$1.3M +363,658 +13%
PPA
6
Parametric Portfolio Associates
Washington
$11.4M +$867K +243,035 +8%
HHGC
7
Hunting Hill Global Capital
New York
$9.74M -$17.8K -5,000 -0.2%
Bank of America
8
Bank of America
North Carolina
$9.49M -$130K -36,409 -1%
PCM
9
Penserra Capital Management
California
$9.16M +$507K +142,061 +6%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.03M
Invesco
11
Invesco
Georgia
$8.26M +$8.05M +2,257,518 New
RCM
12
Rivernorth Capital Management
Florida
$8.11M -$11M -3,086,833 -58%
EVM
13
Eaton Vance Management
Massachusetts
$8.09M
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$5.58M -$3.25K -912 -0.1%
UBS Group
15
UBS Group
Switzerland
$4.97M +$629K +176,272 +15%
VCM
16
Vivaldi Capital Management
Illinois
$4.19M -$357K -100,018 -8%
OCM
17
Oaktree Capital Management
California
$3.66M -$7.03M -1,969,177 -66%
AUIM
18
Aegon USA Investment Management
Iowa
$2.64M
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$2.02M +$1.97M +552,962 New
AAM
20
Advisors Asset Management
Colorado
$1.71M +$12.4K +3,467 +0.7%
RJA
21
Raymond James & Associates
Florida
$1.68M +$171 +48 +0%
LPL Financial
22
LPL Financial
California
$1.48M -$115K -32,120 -7%
PCM
23
PenderFund Capital Management
British Columbia, Canada
$1.45M
CP
24
Camelot Portfolios
Ohio
$1.18M -$72.6K -20,362 -6%
6M
25
6 Meridian
Kansas
$1.03M -$34.4K -9,649 -3%

VVR Hedge Fund Activity: Q3 2020 in Review

119 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q3 2020, worth a combined $283M — up 6.8% from $265M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VVR positions and 15 closed out — a net gain of 2 holders — while 30 added to existing stakes and 36 trimmed.

The largest buyer was Oak Hill Advisors, adding an estimated $15.7M. The largest seller was Rivernorth Capital Management, cutting an estimated $11M.

  • 119 institutional investors held Invesco Senior Income Trust (VVR) as of Q3 2020, up from 117 in Q2 2020.
  • Funds reported $283M of Invesco Senior Income Trust stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 17 funds opened new Invesco Senior Income Trust positions in Q3 2020 and 15 closed out, a net change of +2 holders.
  • The largest Invesco Senior Income Trust buyer in Q3 2020 was Oak Hill Advisors, an estimated $15.7M added.
  • The largest Invesco Senior Income Trust seller in Q3 2020 was Rivernorth Capital Management, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2020.