Eaton Vance National Municipal Opportunities Trust
EOT
37 hedge funds and large institutions have $40.4M invested in Eaton Vance National Municipal Opportunities Trust in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 35 → 37 (+2)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
0.02% less ownership
Funds ownership: 11.85% → 11.82% (-0.02%)
1% less capital invested
Capital invested by funds: $40.9M → $40.4M (-$519K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$520K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$422K |
| 3 |
Morgan Stanley
New York
|
+$302K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$249K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$970K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$585K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$306K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$298K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$147K |
EOT Hedge Fund Activity: Q4 2017 in Review
37 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2017, worth a combined $40.4M — down 1.3% from $40.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EOT positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $520K. The largest seller was Invesco, cutting an estimated $970K.
- 37 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2017, up from 35 in Q3 2017.
- Funds reported $40.4M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2017, down 1.3% quarter-over-quarter.
- 5 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2017 and 3 closed out, a net change of +2 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2017 was Wells Fargo, an estimated $520K added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2017 was Invesco, an estimated $970K sold.
Based on aggregated 13F filings for Q4 2017.