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EOT

Eaton Vance National Municipal Opportunities Trust

42 hedge funds and large institutions have $56.1M invested in Eaton Vance National Municipal Opportunities Trust in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $47.8M → $56.1M (+$8.31M)

8% more funds holding

Funds holding: 3942 (+3)

1.99% more ownership

Funds ownership: 16.89%18.87% (+2%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$275K -$804K -41,946 -75%
SWM
27
Segment Wealth Management
Texas
$265K
VanEck Associates
28
VanEck Associates
New York
$250K +$32.5K +1,696 +15%
AIG
29
American International Group
New York
$219K +$113K +5,900 +109%
MFS
30
MSI Financial Services
Massachusetts
$216K +$213K +11,122 New
CA
31
Cornerstone Advisors
North Carolina
$214K -$241K -12,553 -53%
KAM
32
Knightsbridge Asset Management
California
$207K +$205K +10,700 New
AllianceBernstein
33
AllianceBernstein
Tennessee
$143K +$142K +7,382 New
PFO
34
Pathstone Family Office
New Jersey
$103K +$652 +34 +0.6%
DADC
35
D.A. Davidson & Co
Montana
$77K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$39K
FNBT
37
FineMark National Bank & Trust
Florida
$34K
Creative Planning
38
Creative Planning
Kansas
$10K
TRCT
39
Tower Research Capital (TRC)
New York
$10K +$9.58K +500 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$3K +$2.47K +129 New
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$2K +$1.94K +101 New
US Bancorp
42
US Bancorp
Minnesota
$1K
COLIM
43
City of London Investment Management
United Kingdom
-$476K -25,800 Closed
PRCM
44
Pine River Capital Management
Minnesota
-$275K -14,875 Closed
VKH
45
Virtu KCG Holdings
New York
-$256K -13,880 Closed
Geode Capital Management
46
Geode Capital Management
Massachusetts
-$247K -13,421 Closed

EOT Hedge Fund Activity: Q1 2014 in Review

42 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2014, worth a combined $56.1M — up 17% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EOT positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.62M. The largest seller was Invesco, cutting an estimated $1.7M.

  • 42 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2014, up from 39 in Q4 2013.
  • Funds reported $56.1M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2014, up 17% quarter-over-quarter.
  • 7 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2014 and 4 closed out, a net change of +3 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2014 was Karpus Investment Management, an estimated $3.62M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2014 was Invesco, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2014.