Eaton Vance National Municipal Opportunities Trust
EOT
30 hedge funds and large institutions have $29.6M invested in Eaton Vance National Municipal Opportunities Trust in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.
1.14% less ownership
Funds ownership: 9.73% → 8.59% (-1.1%)
9% less funds holding
Funds holding: 33 → 30 (-3)
12% less capital invested
Capital invested by funds: $33.8M → $29.6M (-$4.2M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.27M |
| 2 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$331K |
| 3 |
LPL Financial
San Diego,
California
|
+$99.5K |
| 4 |
VanEck Associates
New York
|
+$79.1K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$62.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.96M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.49M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.04M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$799K |
| 5 |
Citigroup
New York
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
26
Huntington National Bank
Columbus,
Ohio
| $56K | – | – | – |
|
|
CIAS
27
Capital Investment Advisory Services
Raleigh,
North Carolina
| $34K | – | – | – |
|
|
28
Citigroup
New York
| $23K | -$166K | -7,260 | -88% |
|
|
QCIG
29
Quad-Cities Investment Group
Davenport,
Iowa
| $15K | +$183 | +8 | +1% |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $6K | – | – | – |
|
|
FCA
31
FinTrust Capital Advisors
Greenville,
South Carolina
| $3K | – | – | – |
|
|
32
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.96M | -85,962 | Closed |
|
|
BCI
33
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$87K | -3,843 | Closed |
|
|
OIA
34
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$55K | -2,400 | Closed |
|
|
MWM
35
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$27K | -1,200 | Closed |
|
|
CAL
36
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$9K | -382 | Closed |
|
EOT Hedge Fund Activity: Q3 2019 in Review
30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2019, worth a combined $29.6M — down 12% from $33.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EOT and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 7 added.
The largest buyer was Raymond James & Associates, adding an estimated $1.27M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.96M sold.
- 30 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2019, down from 33 in Q2 2019.
- Funds reported $29.6M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2019, down 12% quarter-over-quarter.
- 2 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2019 and 5 closed out, a net change of -3 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2019 was Raymond James & Associates, an estimated $1.27M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2019 was Envestnet Asset Management, an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2019.