Morgan Stanley's complete exit from a >5% position in EVF's preferred stock signals reduced institutional support. Monitor for further selling by other large holders or potential pressure on the trust's capital structure.
Price Chart
Executive Summary
Morgan Stanley filed a Schedule 13G/A for Eaton Vance Senior Income Trust (EVF) reporting that it has ceased to be the beneficial owner of more than 5% of the class of securities (Auction Preferred Stock) as of September 15, 2026. The filing shows 0 shares beneficially owned, indicating a full exit from the position.
Key Financial Metrics
Key Facts
- Morgan Stanley reported 0.00 shares beneficially owned, down from a prior 5%+ stake.
- The filing states Morgan Stanley has ceased to be the beneficial owner of more than 5% of the class of securities.
- The securities covered are Auction Preferred Stock of Eaton Vance Senior Income Trust.
- The filing is dated September 17, 2026, with a date of change of September 15, 2026.
Financial Impact
Morgan Stanley's full exit from a previously >5% stake in EVF's Auction Preferred Stock; no dollar amount disclosed.
Risk Factors
- Loss of a major institutional holder may reduce demand for the preferred shares.
- Could signal broader concerns about the trust's credit quality or dividend sustainability.
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000895421-26-000283 |
| Exhibit: exhibit992.txt | 0000895421-26-000283 |
| Document: 0000895421-26-000283-index-headers.html | 0000895421-26-000283 |
| Document: 0000895421-26-000283-index.html | 0000895421-26-000283 |
| Document: 0000895421-26-000283.txt | 0000895421-26-000283 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 18d ago | DEF 14A | $4.83 | awaiting T+20 | — | $4.78 (−1.04%) |
Sep 17, 2026 5w ago | SC 13G/A | $4.85 $4.80 | ▲ +1.03% | ▲ +1.24% | $4.78 (+1.44%) |
Jul 6, 2026 16w ago | 3 | $4.99 $4.97 | ▼ −0.40% | ▼ −1.73% | $4.78 (−4.21%) |
US Market Status
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