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EOT

Eaton Vance National Municipal Opportunities Trust
EOT

42 hedge funds and large institutions have $31M invested in Eaton Vance National Municipal Opportunities Trust in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

24% more funds holding

Funds holding: 34 → 42 (+8)

0.23% more ownership

Funds ownership: 10.78% → 11.01% (+0.23%)

12% less capital invested

Capital invested by funds: $35.3M → $31M (-$4.33M)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
+$1.22M
2
1CP
1607 Capital Partners
Virginia
+$1.18M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$533K
4
WAM
Weiss Asset Management
Massachusetts
+$329K
5
DA
Doliver Advisors
Texas
+$322K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.6M
2
Wells Fargo
Wells Fargo
California
-$714K
3
FFA
First Foundation Advisors
California
-$562K
4
Citigroup
Citigroup
New York
-$358K
5
Ameriprise
Ameriprise
Minnesota
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
26
Bramshill Investments
Florida
$242K +$259K +13,017 New
WAM
27
Wolverine Asset Management
Illinois
$239K +$257K +12,879 New
AAM
28
Advisors Asset Management
Colorado
$216K -$18.6K -933 -7%
HSA
29
HBK Sorce Advisory
Pennsylvania
$195K -$10.2K -512 -5%
CRC
30
Curi RMB Capital
Illinois
$191K +$205K +10,300 New
MA
31
Mutual Advisors
Nebraska
$186K – – –
MWM
32
Mascoma Wealth Management
New Hampshire
$139K -$132K -6,600 -47%
AG
33
Advisor Group
Arizona
$118K -$5.8K -291 -4%
PFO
34
Pathstone Family Office
New Jersey
$52K – – –
HNB
35
Huntington National Bank
Ohio
$46K – – –
OIA
36
OneDigital Investment Advisors
Kansas
$45K -$140K -7,000 -74%
QCIG
37
Quad-Cities Investment Group
Iowa
$34K +$259 +13 +0.7%
WCM
38
WealthBridge Capital Management
Ohio
$28K +$30.2K +1,517 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$9K +$9.97K +500 New
MOS
40
MGO One Seven
Ohio
$8K +$9.63K +483 New
AIC
41
Ameritas Investment Company
Nebraska
$5K +$5.54K +278 New
RCAG
42
Rehmann Capital Advisory Group
Michigan
$4.12K -$4.42K -222 -50%
NA
43
NewEdge Advisors
Louisiana
$231 – – –
Citigroup
44
Citigroup
New York
– -$358K -16,650 Closed
Stifel Financial
45
Stifel Financial
Missouri
– -$319K -14,863 Closed
SIM
46
Sonora Investment Management
Arizona
– -$34K -1,600 Closed
MCM
47
Monument Capital Management
Virginia
– -$27K -1,252 Closed
1
2

EOT Hedge Fund Activity: Q4 2018 in Review

42 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2018, worth a combined $31M — down 12% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EOT positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 17 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $1.22M. The largest seller was Bank of America, cutting an estimated $1.6M.

  • 42 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2018, up from 34 in Q3 2018.
  • Funds reported $31M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2018, down 12% quarter-over-quarter.
  • 12 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2018 and 4 closed out, a net change of +8 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2018 was Landscape Capital Management, an estimated $1.22M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2018 was Bank of America, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2018.