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Who Owns Eaton Vance Senior Income Stock?

NYSE: EVFFinanceInvestment Bankers/Brokers/ServiceUSD

4.830.00 (0.00%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
28.51%
Institutional holders
60
  • Institutions 28.5%
  • Insiders 0.0%
  • Public and other 71.5%

Who owns Eaton Vance Senior Income stock?

Institutional investors own about 28.5% of Eaton Vance Senior Income's shares, spread across 60 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of EVF.

The largest institutional holders are SIT Investment Associates Inc (4.24%), 1607 Capital Partners, LLC (3.52%) and Wolverine Asset Management, LLC (2.55%). Together, the top 10 institutions control 21.2% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their EVF positions and 4 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of EVF

Eaton Vance Senior Income top institutional holders
InstitutionShares% HeldChange
SIT Investment Associates Inc770.88K4.24%-3.3%
1607 Capital Partners, LLC640.38K3.52%-30.2%
Wolverine Asset Management, LLC462.72K2.55%-5.8%
Cambridge Investment Research Advisors Inc.374.18K2.06%+1.9%
Guggenheim Capital, LLC373.62K2.06%+9.7%
Matisse Capital370.00K2.04%+1244.1%
Icon Advisers Inc/co327.92K1.80%+6.7%
Invesco Ltd.223.78K1.23%-5.3%
Logan Stone Capital, LLC 189.97K1.05%+11.9%
UBS Group AG123.22K0.68%+0.4%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of EVF

Eaton Vance Senior Income top fund holders
FundShares% Held
Starboard Investment Trust-Matisse Discounted Bond CEF Strategy370.00K2.04%
SCM Trust-Icon Flexible Bond Fund327.92K1.80%
ETFis Series Trust I-Virtus Private Credit Strategy ETF78.41K0.43%
Rydex Variable Trust-Multi-Hedge Strategies Fund6.24K0.03%
Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund2.23K0.01%

Frequently asked questions

Who is the largest shareholder of Eaton Vance Senior Income?

SIT Investment Associates Inc is the largest institutional shareholder of EVF, owning 4.24% of shares outstanding (770.88K shares) as of its latest 13F filing.

What percentage of Eaton Vance Senior Income is owned by institutions?

Institutions own about 28.5% of EVF shares and 28.5% of the public float.

How much of Eaton Vance Senior Income do insiders own?

Insiders, such as officers and directors, own about 0.00% of EVF shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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