Eaton Vance National Municipal Opportunities Trust
EOT
41 hedge funds and large institutions have $53.1M invested in Eaton Vance National Municipal Opportunities Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
8% more funds holding
Funds holding: 38 → 41 (+3)
0.85% less ownership
Funds ownership: 17.02% → 16.17% (-0.85%)
2% less capital invested
Capital invested by funds: $54M → $53.1M (-$903K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$977K |
| 2 |
LCM
Laurion Capital Management
New York
|
+$697K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$589K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$273K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.51M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.21M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.09M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$601K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$449K |
EOT Hedge Fund Activity: Q4 2015 in Review
41 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2015, worth a combined $53.1M — down 1.7% from $54M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EOT positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $977K. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.51M.
- 41 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2015, up from 38 in Q3 2015.
- Funds reported $53.1M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2015, down 1.7% quarter-over-quarter.
- 6 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2015 and 3 closed out, a net change of +3 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2015 was LPL Financial, an estimated $977K added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2015 was Parametric Portfolio Associates, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2015.