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EOT

Eaton Vance National Municipal Opportunities Trust

42 hedge funds and large institutions have $57.9M invested in Eaton Vance National Municipal Opportunities Trust in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $56.1M → $57.9M (+$1.85M)

0.03% more ownership

Funds ownership: 18.87%18.9% (+0.03%)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Segment Wealth Management
Texas
$273K
TC
27
TFS Capital
Pennsylvania
$266K -$27.5K -1,381 -9%
AIG
28
American International Group
New York
$226K
KAM
29
Knightsbridge Asset Management
California
$212K -$1.99K -100 -0.9%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$161K +$160K +8,070 New
PFO
31
Pathstone Family Office
New Jersey
$108K +$656 +33 +0.6%
DADC
32
D.A. Davidson & Co
Montana
$80K
WAM
33
Wolverine Asset Management
Illinois
$50K -$233K -11,701 -82%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$40K
FNBT
35
FineMark National Bank & Trust
Florida
$35K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$12K +$9.03K +454 +352%
Creative Planning
37
Creative Planning
Kansas
$10K
TRCT
38
Tower Research Capital (TRC)
New York
$10K
NFG
39
Next Financial Group
Texas
$10K +$9.94K +500 New
Deutsche Bank
40
Deutsche Bank
Germany
$8K +$7.96K +400 New
GSC
41
Ground Swell Capital
South Carolina
$4K +$3.98K +200 New
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$2K
AQR Capital Management
43
AQR Capital Management
Connecticut
-$1.13M -58,300 Closed
CA
44
Cornerstone Advisors
North Carolina
-$214K -11,017 Closed
AllianceBernstein
45
AllianceBernstein
Tennessee
-$143K -7,382 Closed
US Bancorp
46
US Bancorp
Minnesota
-$1K -26 Closed

EOT Hedge Fund Activity: Q2 2014 in Review

42 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2014, worth a combined $57.9M — up 3.3% from $56.1M a quarter earlier.

Fund positioning in EOT was balanced in Q2 2014: 4 funds opened new positions, 4 closed out, 20 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $936K. The largest seller was Morgan Stanley, cutting an estimated $1.81M.

  • 42 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $57.9M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2014, up 3.3% quarter-over-quarter.
  • 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2014 and 4 closed out, a net change of 0 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2014 was Bank of America, an estimated $936K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2014 was Morgan Stanley, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2014.