Eaton Vance National Municipal Opportunities Trust
EOT
29 hedge funds and large institutions have $29M invested in Eaton Vance National Municipal Opportunities Trust in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0.03% more ownership
Funds ownership: 8.59% → 8.62% (+0.03%)
2% less capital invested
Capital invested by funds: $29.6M → $29M (-$571K)
3% less funds holding
Funds holding: 30 → 29 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.01M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$257K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$102K |
| 4 |
Citigroup
New York
|
+$79K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$62.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$448K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$395K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$354K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$326K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$62.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
26
Huntington National Bank
Columbus,
Ohio
| $54K | – | – | – |
|
|
EWM
27
EPG Wealth Management
Atlanta,
Georgia
| $16K | +$16.9K | +750 | New |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $6K | – | – | – |
|
|
FCA
29
FinTrust Capital Advisors
Greenville,
South Carolina
| $3K | – | – | – |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | +$2.35K | +104 | New |
|
|
FFA
31
First Foundation Advisors
Irvine,
California
| – | -$395K | -17,486 | Closed |
|
|
32
Invesco
Atlanta,
Georgia
| – | -$354K | -15,688 | Closed |
|
|
PAS
33
Partnervest Advisory Services
Santa Barbara,
California
| – | -$326K | -14,435 | Closed |
|
|
CIAS
34
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$34K | -1,500 | Closed |
|
|
QCIG
35
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$15K | -674 | Closed |
|
EOT Hedge Fund Activity: Q4 2019 in Review
29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2019, worth a combined $29M — down 1.9% from $29.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EOT and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was Ameriprise, adding an estimated $1.01M. The largest seller was Bank of America, cutting an estimated $448K.
- 29 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2019, down from 30 in Q3 2019.
- Funds reported $29M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2019, down 1.9% quarter-over-quarter.
- 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2019 and 5 closed out, a net change of -1 holder.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2019 was Ameriprise, an estimated $1.01M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2019 was Bank of America, an estimated $448K sold.
Based on aggregated 13F filings for Q4 2019.