EOT

Eaton Vance National Municipal Opportunities Trust
EOT

Overview Fund Activity

35 hedge funds and large institutions have $40.9M invested in Eaton Vance National Municipal Opportunities Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$891K
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$430K
3
Citadel Advisors
3
Citadel Advisors
Florida
$357K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.73M
5
Bank of America
5
Bank of America
North Carolina
$17.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.89M
2
AA
2
Ancora Advisors
Ohio
$423K
3
Wells Fargo
3
Wells Fargo
California
$2.34M
4
CCM
4
Coldstream Capital Management
Washington
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$204K +$204K +9,000 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$70K -$33.9K -1,500 -33%
MWM
28
Mascoma Wealth Management
New Hampshire
$68K – – –
PFO
29
Pathstone Family Office
New Jersey
$63K – – –
PWM
30
Perigon Wealth Management
California
$63K +$63K +2,780 New
HNB
31
Huntington National Bank
Ohio
$57K -$55K – –
JGIA
32
Jackson Grant Investment Advisers
Connecticut
$49K +$563 +25 +1%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$31K +$31K +1,345 New
BCM
34
Blume Capital Management
California
$30K +$30K +1,324 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$9K +$1.46K +62 +19%
US Bancorp
36
US Bancorp
Minnesota
$8K +$8K +365 New
CCM
37
Coldstream Capital Management
Washington
– -$242K -11,043 Closed
SEI Investments
38
SEI Investments
Pennsylvania
– -$161K -7,370 Closed
Creative Planning
39
Creative Planning
Kansas
– -$83K -3,802 Closed
NFG
40
Next Financial Group
Texas
– -$4K -200 Closed
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1K -49 Closed
1
2