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EOT

Eaton Vance National Municipal Opportunities Trust

44 hedge funds and large institutions have $67.1M invested in Eaton Vance National Municipal Opportunities Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $61.1M → $67.1M (+$6M)

0.84% more ownership

Funds ownership: 19.99%20.84% (+0.84%)

0% more funds holding

Funds holding: 4444 (0)

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$356K +$18.7K +918 +6%
LA
27
LVW Advisors
New York
$343K +$333K +16,335 New
MFS
28
MSI Financial Services
Massachusetts
$327K -$30.1K -1,479 -9%
SWM
29
Segment Wealth Management
Texas
$287K
VKH
30
Virtu KCG Holdings
New York
$233K +$226K +11,096 New
FFA
31
First Foundation Advisors
California
$224K +$218K +10,687 New
UCFA
32
United Capital Financial Advisors
Texas
$221K -$9.35K -459 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$221K +$102K +4,994 +90%
DI
34
Dalton Investments
Nevada
$217K -$205K -10,039 -49%
LCM
35
Landscape Capital Management
New Jersey
$201K -$185K -9,080 -49%
AIG
36
American International Group
New York
$124K -$110K -5,417 -48%
BIM
37
BlackRock Investment Management
Delaware
$118K +$115K +5,638 New
DADC
38
D.A. Davidson & Co
Montana
$84K
PFO
39
Pathstone Family Office
New Jersey
$58K
Creative Planning
40
Creative Planning
Kansas
$54K +$42K +2,061 +412%
FNBT
41
FineMark National Bank & Trust
Florida
$36K
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$32K +$122 +6 +0.4%
Deutsche Bank
43
Deutsche Bank
Germany
$16K +$7.64K +375 +94%
MA
44
MUFG Americas
New York
$1K +$591 +29 New
DA
45
Doliver Advisors
Texas
-$389K -19,502 Closed
TCT
46
TIAA CREF Trust
Missouri
-$322K -16,146 Closed
NFG
47
Next Financial Group
Texas
-$10K -500 Closed
TJHA
48
Thomas J. Herzfeld Advisors
Florida
-$2K -101 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-$2K -100 Closed

EOT Hedge Fund Activity: Q4 2014 in Review

44 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2014, worth a combined $67.1M — up 9.8% from $61.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EOT positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $496K. The largest seller was Cohen & Steers, cutting an estimated $719K.

  • 44 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $67.1M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2014, up 9.8% quarter-over-quarter.
  • 7 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2014 and 5 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2014 was Bank of America, an estimated $496K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2014 was Cohen & Steers, an estimated $719K sold.

Based on aggregated 13F filings for Q4 2014.