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EOT

Eaton Vance National Municipal Opportunities Trust
EOT

33 hedge funds and large institutions have $33.8M invested in Eaton Vance National Municipal Opportunities Trust in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $31.7M → $33.8M (+$2.11M)

0% more funds holding

Funds holding: 33 → 33 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.1% less ownership

Funds ownership: 9.83% → 9.73% (-0.1%)

Holders
33
Holders Change
–
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$601K
2
UCFA
United Capital Financial Advisors
Texas
+$351K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$261K
4
Citigroup
Citigroup
New York
+$184K
5
Morgan Stanley
Morgan Stanley
New York
+$108K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$445K
2
Bank of America
Bank of America
North Carolina
-$393K
3
Wells Fargo
Wells Fargo
California
-$308K
4
PAS
Partnervest Advisory Services
California
-$262K
5
AAM
Advisors Asset Management
Colorado
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
26
Pathstone Family Office
New Jersey
$63K – – –
HNB
27
Huntington National Bank
Ohio
$57K – – –
OIA
28
OneDigital Investment Advisors
Kansas
$55K – – –
CIAS
29
Capital Investment Advisory Services
North Carolina
$35K – – –
MWM
30
Mascoma Wealth Management
New Hampshire
$27K -$50.4K -2,260 -65%
QCIG
31
Quad-Cities Investment Group
Iowa
$15K +$156 +7 +1%
CAL
32
Capital Analysts LLC
Pennsylvania
$9K +$8.52K +382 New
SPIA
33
Steward Partners Investment Advisory
New York
$6K +$6.8K +305 New
FCA
34
FinTrust Capital Advisors
South Carolina
$3K +$2.59K +116 New
First Trust Advisors
35
First Trust Advisors
Illinois
– -$445K -21,051 Closed
PAS
36
Partnervest Advisory Services
California
– -$262K -12,419 Closed
AAM
37
Advisors Asset Management
Colorado
– -$239K -11,297 Closed
WCM
38
WealthBridge Capital Management
Ohio
– -$34K -1,517 Closed
1
2

EOT Hedge Fund Activity: Q2 2019 in Review

33 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2019, worth a combined $33.8M — up 6.6% from $31.7M a quarter earlier.

Fund positioning in EOT was balanced in Q2 2019: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 8 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $601K. The largest seller was First Trust Advisors, exiting entirely with an estimated $445K sold.

  • 33 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $33.8M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2019, up 6.6% quarter-over-quarter.
  • 5 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2019 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2019 was Royal Bank of Canada, an estimated $601K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2019 was First Trust Advisors, an estimated $445K sold.

Based on aggregated 13F filings for Q2 2019.