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Invesco Senior Income Trust

127 hedge funds and large institutions have $297M invested in Invesco Senior Income Trust in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 108127 (+19)

5% less capital invested

Capital invested by funds: $312M → $297M (-$15.4M)

1.05% less ownership

Funds ownership: 45.79%44.74% (-1%)

Holders
127
Holders Change
+19
Holders Change %
+17.59%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
41
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$58.4M +$4.19M +942,587 +8%
Morgan Stanley
2
Morgan Stanley
New York
$47.1M +$4.18M +940,798 +9%
SCM
3
Saba Capital Management
New York
$36.3M -$24.6M -5,537,016 -40%
OHA
4
Oak Hill Advisors
New York
$23.8M
RCM
5
Rivernorth Capital Management
Florida
$19.1M -$1.96M -442,060 -9%
PPA
6
Parametric Portfolio Associates
Washington
$12.9M -$501K -112,736 -4%
Bank of America
7
Bank of America
North Carolina
$11.7M +$364K +81,820 +3%
Invesco
8
Invesco
Georgia
$9.54M -$627K -141,054 -6%
Amundi
9
Amundi
France
$8.06M +$8.03M +1,806,898 New
UBS Group
10
UBS Group
Switzerland
$6.43M -$428K -96,287 -6%
COLIM
11
City of London Investment Management
United Kingdom
$5.13M -$789K -177,460 -13%
Cohen & Steers
12
Cohen & Steers
New York
$4.99M +$1.54M +345,377 +43%
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$4.3M +$274K +61,640 +7%
AAM
14
Advisors Asset Management
Colorado
$4.27M +$706K +158,752 +19%
EVM
15
Eaton Vance Management
Massachusetts
$4.08M
VCM
16
Vivaldi Capital Management
Illinois
$3.11M -$319K -71,690 -9%
LPL Financial
17
LPL Financial
California
$2.63M +$260K +58,533 +11%
Wells Fargo
18
Wells Fargo
California
$2.03M +$1.06M +238,612 +104%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$1.82M +$25.9K +5,823 +1%
Stifel Financial
20
Stifel Financial
Missouri
$1.74M -$692K -155,588 -28%
FIM
21
FWL Investment Management
Texas
$1.61M -$42.2K -9,500 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.3M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.24M +$147K +33,166 +13%
AUIM
24
Aegon USA Investment Management
Iowa
$1.2M -$112K -25,274 -8%
MF
25
Manchester Financial
California
$1.15M

VVR Hedge Fund Activity: Q4 2021 in Review

127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q4 2021, worth a combined $297M — down 4.9% from $312M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VVR positions and 9 closed out — a net gain of 19 holders — while 41 added to existing stakes and 25 trimmed.

The largest buyer was Amundi, opening a new position worth an estimated $8.03M. The largest seller was Saba Capital Management, cutting an estimated $24.6M.

  • 127 institutional investors held Invesco Senior Income Trust (VVR) as of Q4 2021, up from 108 in Q3 2021.
  • Funds reported $297M of Invesco Senior Income Trust stock for Q4 2021, down 4.9% quarter-over-quarter.
  • 28 funds opened new Invesco Senior Income Trust positions in Q4 2021 and 9 closed out, a net change of +19 holders.
  • The largest Invesco Senior Income Trust buyer in Q4 2021 was Amundi, an estimated $8.03M added.
  • The largest Invesco Senior Income Trust seller in Q4 2021 was Saba Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2021.