Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Sr Income Tr (EVF)

57 + Investors. Track Smart Money conviction in EVF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — EVF

Based on 57 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EVF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
57 hedge funds hold EVF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

27 buying17 selling
Last quarter: 27 funds were net buyers (9 opened a brand new position + 18 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 9 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
30 out of 57 hedge funds have held EVF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~9 new funds/quarter

9 → 11 → 9 → 8 → 9 new funds/Q
New funds entering each quarter: 11 → 9 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 30% newcomers

■ 63% veterans ■ 7% 1-2yr ■ 30% new
Entry-cohort mix of 57 holders: 36 (63%) are 2+ year veterans, 4 entered 1–2 years ago, and 17 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
13 of 57 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EVF

In 2026 Q2, 27 hedge funds were net buyers of EVF (9 opened a new position, 18 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 57.

Hedge Fund Ownership: EVF

How many hedge funds hold EVF — quarterly history vs. share price
Quarterly hedge fund ownership of EVF vs. share price

Market Analysis: EVF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EVF
57 + Investors

Track Smart Money conviction in EVF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 57 53 7.55%
13F Shares 5M 5M 4.18%
Total Value $20M $19M 5.57%
New Positions 9 8 +1
Increased Positions 18 16 +2
Closed Positions 5 9 -4
Reduced Positions 12 13 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVF

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EVF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 0.74% 370,000 $1.8M
2 Icon Advisers Inc/Co 0.31% 327,921 $1.6M
3 1607 Capital Partners, LLC 0.28% 640,377 $3.2M
4 Melfa Wealth Management, INC. 0.27% 100,497 $500K
5 Logan Stone Capital, LLC 0.20% 189,967 $946K
6 Closed-End Fund Advisors, Inc. 0.10% 20,046 $100K
7 Virtus Investment Advisers, LLC 0.09% 78,410 $390K
8 Shaker Financial Services, LLC 0.09% 57,309 $285K
9 Almitas Capital LLC 0.09% 74,751 $372K
10 Atlas Wealth LLC 0.09% 121,904 $607K
11 Consultiva Wealth Management, CORP. 0.05% 4,238 $21K
12 Tactive Advisors, LLC 0.03% 25,589 $127K
13 Ethos Financial Group, LLC 0.02% 74,629 $372K
14 Quadrant Private Wealth Management, LLC 0.02% 18,605 $93K
15 Wolverine Asset Management LLC 0.02% 462,719 $2.3M
16 Guggenheim Capital LLC 0.01% 373,623 $1.9M
17 City of London Investment Management Co Ltd 0.01% 38,471 $192K
18 Landscape Capital Management, L.L.C. 0.01% 23,309 $116K
19 Simon Quick Advisors, LLC 0.01% 34,918 $174K
20 Bedel Financial Consulting, Inc. 0.01% 11,962 $60K
21 Uhlmann Price Securities, LLC 0.00% 12,390 $62K
22 Moors & Cabot, Inc. 0.00% 10,000 $50K
23 AlTi Global, Inc. 0.00% 18,549 $92K
24 Horizon Kinetics Asset Management LLC 0.00% 21,730 $108K
25 Loomis Sayles & Co L P 0.00% 122,694 $611K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Eaton Vance Sr Income Tr (EVF)

What does the Smart Money Trend signal show for EVF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EVF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EVF?

More buyers than sellers — 61% buying: Last quarter: 27 funds were net buyers (9 opened a brand new position + 18 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVF holders?

Smaller funds dominant — 16% AUM from top-100: 13 of 57 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EVF?

53% of holders stayed for 2+ years: 30 out of 57 hedge funds have held EVF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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