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Invesco Senior Income Trust

120 hedge funds and large institutions have $318M invested in Invesco Senior Income Trust in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $283M → $318M (+$35.4M)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1.73% more ownership

Funds ownership: 50.45%52.18% (+1.7%)

1% more funds holding

Funds holding: 119120 (+1)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
20
Increased
27
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$60.1M -$155K -41,238 -0.3%
BI
2
Bramshill Investments
Florida
$52.6M +$8.71M +2,312,905 +21%
Morgan Stanley
3
Morgan Stanley
New York
$38M +$722K +191,677 +2%
RCM
4
Rivernorth Capital Management
Florida
$29.5M +$19.6M +5,207,295 +235%
OHA
5
Oak Hill Advisors
New York
$24.1M +$2.68M +711,410 +13%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$12.7M
PPA
7
Parametric Portfolio Associates
Washington
$12.6M +$116K +30,714 +1%
PCM
8
Penserra Capital Management
California
$10.7M +$711K +188,788 +8%
Bank of America
9
Bank of America
North Carolina
$10.1M -$172K -45,695 -2%
Invesco
10
Invesco
Georgia
$9.03M +$45.4K +12,051 +0.5%
EVM
11
Eaton Vance Management
Massachusetts
$8.77M
UBS Group
12
UBS Group
Switzerland
$6.42M +$967K +256,983 +19%
VCM
13
Vivaldi Capital Management
Illinois
$4.25M -$128K -34,132 -3%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$3.72M -$2.35M -625,206 -41%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$2.24M +$34.5K +9,167 +2%
AUIM
16
Aegon USA Investment Management
Iowa
$1.87M -$950K -252,302 -35%
AAM
17
Advisors Asset Management
Colorado
$1.87M +$6.92K +1,839 +0.4%
LPL Financial
18
LPL Financial
California
$1.65M +$36.5K +9,687 +2%
FIM
19
FWL Investment Management
Texas
$1.61M +$1.52M +404,092 New
QC
20
Quantedge Capital
Singapore
$1.55M +$1.47M +389,546 New
PCM
21
PenderFund Capital Management
British Columbia, Canada
$1.52M
RJA
22
Raymond James & Associates
Florida
$1.32M -$476K -126,407 -28%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.2M -$8.23M -2,185,477 -88%
MP
24
MIO Partners
New York
$1.18M +$1.12M +296,693 New
CP
25
Camelot Portfolios
Ohio
$1.17M -$113K -30,019 -9%

VVR Hedge Fund Activity: Q4 2020 in Review

120 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q4 2020, worth a combined $318M — up 13% from $283M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VVR positions and 18 closed out — a net gain of 2 holders — while 27 added to existing stakes and 39 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $19.6M. The largest seller was Hunting Hill Global Capital, exiting entirely with an estimated $9.74M sold.

  • 120 institutional investors held Invesco Senior Income Trust (VVR) as of Q4 2020, up from 119 in Q3 2020.
  • Funds reported $318M of Invesco Senior Income Trust stock for Q4 2020, up 13% quarter-over-quarter.
  • 20 funds opened new Invesco Senior Income Trust positions in Q4 2020 and 18 closed out, a net change of +2 holders.
  • The largest Invesco Senior Income Trust buyer in Q4 2020 was Rivernorth Capital Management, an estimated $19.6M added.
  • The largest Invesco Senior Income Trust seller in Q4 2020 was Hunting Hill Global Capital, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2020.