EOT

Eaton Vance National Municipal Opportunities Trust
EOT

Overview Fund Activity

39 hedge funds and large institutions have $36.2M invested in Eaton Vance National Municipal Opportunities Trust in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$1.81M
2
SG Americas Securities
SG Americas Securities
New York
$320K
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$607K
4
Stifel Financial
Stifel Financial
Missouri
$327K
5
Wells Fargo
Wells Fargo
California
$2.72M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.5M
2
UBS Group
UBS Group
Switzerland
$738K
3
Invesco
Invesco
Georgia
$571K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Baird Financial Group
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$205K +$83 +4 +0%
OIA
27
OneDigital Investment Advisors
Kansas
$195K – – –
MWM
28
Mascoma Wealth Management
New Hampshire
$175K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$78K +$63.4K +3,052 +436%
PFO
30
Pathstone Family Office
New Jersey
$57K – – –
HNB
31
Huntington National Bank
Ohio
$52K -$56K – –
RCM
32
Robinson Capital Management
Michigan
$52K +$52K +2,496 New
PWM
33
Perigon Wealth Management
California
$49K -$9.22K -442 -16%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$49K – – –
PGA
35
Premia Global Advisors
Florida
$32K – – –
OBWP
36
O'Brien Wealth Partners
Massachusetts
$25K +$25K +1,200 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$22K +$22K +1,075 New
RCAG
38
Rehmann Capital Advisory Group
Michigan
$9K +$9K +444 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$8K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$5K +$5K +239 New
Citadel Advisors
41
Citadel Advisors
Florida
– -$208K -9,236 Closed
Baird Financial Group
42
Baird Financial Group
Wisconsin
– -$204K -9,037 Closed
AF
43
Advisornet Financial
Minnesota
– -$151K -6,685 Closed
JGIA
44
Jackson Grant Investment Advisers
Connecticut
– -$50K -2,210 Closed
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