Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE SR INCOME TR SH BEN INT (EVF)

53 + 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
↑ +2
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — EVF

Based on 53 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, 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 (96% of max)

96% of all-time peak
53 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 — +47% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+47% 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.
🟡

Slight buying edge — 57% buying

25 buying19 selling
Last quarter: 25 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

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

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
31 out of 53 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 — ~8 new funds/quarter

4 → 9 → 9 → 11 → 8 new funds/Q
New funds entering each quarter: 9 → 9 → 11 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 6% 1-2yr ■ 28% new
Of 53 current holders: 35 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
10 of 53 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 2025 Q4, 25 hedge funds were net buyers of EVF (8 opened a new position, 17 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 53.

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

Financial Services Asset Management

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: EVF
2026 Q1 Stats Unlock in 6 days 53 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 53 51 3.92%
13F Shares 4M 3M 28.37%
Total Value $24M $19M 24.39%
New Positions 8 11 -3
Increased Positions 17 17 -
Closed Positions 6 6 -
Reduced Positions 13 10 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVF

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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

53 + investors

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

Top 25 institutional holders of EVF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ICON ADVISERS INC/CO 0.35% 307,371 $1.5M
2 MELFA WEALTH MANAGEMENT, INC. 0.21% 72,297 $361K
3 Shaker Financial Services, LLC 0.08% 48,309 $241K
4 SIT INVESTMENT ASSOCIATES INC 0.08% 797,107 $4K
5 CONSULTIVA WEALTH MANAGEMENT, CORP. 0.06% 4,238 $21K
6 Matisse Capital 0.06% 27,527 $137K
7 Ethos Financial Group, LLC 0.04% 109,439 $577K
8 Tactive Advisors, LLC 0.04% 25,589 $128K
9 Element Wealth, LLC 0.03% 12,656 $63K
10 WFA of San Diego, LLC 0.03% 6,505 $32K
11 WOLVERINE ASSET MANAGEMENT LLC 0.02% 491,251 $2.5M
12 Quadrant Private Wealth Management, LLC 0.01% 18,605 $93K
13 SIMON QUICK ADVISORS, LLC 0.01% 34,254 $171K
14 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% 23,309 $116K
15 Bedel Financial Consulting, Inc. 0.01% 11,962 $60K
16 Cambridge Investment Research Advisors, Inc. 0.00% 367,023 $2K
17 Moors & Cabot, Inc. 0.00% 10,000 $50K
18 AlTi Global, Inc. 0.00% 18,549 $93K
19 Independent Advisor Alliance 0.00% 26,400 $132K
20 HIGHLINE WEALTH PARTNERS LLC 0.00% 700 $3K
21 SHP Wealth Management 0.00% 1,000 $5K
22 Kestra Advisory Services, LLC 0.00% 15,731 $78K
23 Cetera Investment Advisers 0.00% 33,512 $167K
24 UBS Group AG 0.00% 122,678 $612K
25 Creative Planning 0.00% 20,171 $101K
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 SH BEN INT (EVF)

What does the Smart Money Trend signal show for EVF?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, 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?

Slight buying edge — 57% buying: Last quarter: 25 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVF holders?

Smaller funds dominant — 16% AUM from top-100: 10 of 53 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?

58% of holders stayed for 2+ years: 31 out of 53 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.