Eaton Vance National Municipal Opportunities Trust
EOT
32 hedge funds and large institutions have $39.2M invested in Eaton Vance National Municipal Opportunities Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 0 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
14% more funds holding
Funds holding: 28 → 32 (+4)
0.72% less ownership
Funds ownership: 12.46% → 11.74% (-0.72%)
4% less capital invested
Capital invested by funds: $40.8M → $39.2M (-$1.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$161K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$139K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$90.2K |
| 5 |
VanEck Associates
New York
|
+$70.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.79M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.33M |
| 3 |
LPL Financial
San Diego,
California
|
-$497K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$264K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
26
Mascoma Wealth Management
Hanover,
New Hampshire
| $66K | +$65.7K | +3,000 | New |
|
|
PFO
27
Pathstone Family Office
Englewood,
New Jersey
| $61K | – | – | – |
|
|
HNB
28
Huntington National Bank
Columbus,
Ohio
| $55K | – | – | – |
|
|
JGIA
29
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $47K | +$548 | +25 | +1% |
|
|
AAM
30
Advisors Asset Management
Monument,
Colorado
| $44K | +$44.5K | +2,029 | New |
|
|
LTFS
31
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | +$88 | +4 | +1% |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $4K | -$6.57K | -300 | -60% |
|
33
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1K | – | – | – |
|
EOT Hedge Fund Activity: Q2 2017 in Review
32 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2017, worth a combined $39.2M — down 4.1% from $40.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EOT positions and 0 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $1.15M. The largest seller was Invesco, cutting an estimated $1.79M.
- 32 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2017, up from 28 in Q1 2017.
- Funds reported $39.2M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2017, down 4.1% quarter-over-quarter.
- 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2017 and 0 closed out, a net change of +4 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2017 was Bank of America, an estimated $1.15M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2017 was Invesco, an estimated $1.79M sold.
Based on aggregated 13F filings for Q2 2017.