Eaton Vance National Municipal Opportunities Trust
EOT
35 hedge funds and large institutions have $29.5M invested in Eaton Vance National Municipal Opportunities Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
25% more funds holding
Funds holding: 28 → 35 (+7)
9% more capital invested
Capital invested by funds: $27.1M → $29.5M (+$2.4M)
0.73% more ownership
Funds ownership: 9.05% → 9.79% (+0.73%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$613K |
| 2 |
Walleye Capital
New York
|
+$527K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$483K |
| 4 |
VanEck Associates
New York
|
+$428K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$413K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$730K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$653K |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$310K |
| 4 |
Morgan Stanley
New York
|
-$236K |
| 5 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
26
Mutual Advisors
Omaha,
Nebraska
| $197K | -$76.2K | -4,050 | -29% |
|
|
1W
27
1776 Wealth
Atlanta,
Georgia
| $184K | -$139K | -7,384 | -44% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $161K | +$38 | +2 | +0% |
|
29
Citigroup
New York
| $88K | – | – | – |
|
|
PFO
30
Pathstone Family Office
Englewood,
New Jersey
| $55K | – | – | – |
|
31
Rockefeller Capital Management
New York
| $55K | +$52.5K | +2,792 | New |
|
|
HNB
32
Huntington National Bank
Columbus,
Ohio
| $49K | – | – | – |
|
|
WR
33
Watson Rebecca
| $24K | +$22.6K | +1,200 | New |
|
|
PAG
34
Private Advisor Group
Morristown,
New Jersey
| $19K | +$18.2K | +967 | New |
|
|
LS
35
Leelyn Smith
Geneva,
Illinois
| $13K | +$12.2K | +650 | New |
|
|
SPIA
36
Steward Partners Investment Advisory
New York
| $6K | – | – | – |
|
|
37
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$310K | -15,882 | Closed |
|
|
EWM
38
EPG Wealth Management
Atlanta,
Georgia
| – | -$15K | -750 | Closed |
|
|
PA
39
Procyon Advisors
Shelton,
Connecticut
| – | -$12K | -638 | Closed |
|
EOT Hedge Fund Activity: Q2 2020 in Review
35 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2020, worth a combined $29.5M — up 8.9% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EOT positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Ackerman Capital Advisors, opening a new position worth an estimated $613K. The largest seller was Bank of America, cutting an estimated $730K.
- 35 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2020, up from 28 in Q1 2020.
- Funds reported $29.5M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2020, up 8.9% quarter-over-quarter.
- 10 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2020 and 3 closed out, a net change of +7 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2020 was Ackerman Capital Advisors, an estimated $613K added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2020 was Bank of America, an estimated $730K sold.
Based on aggregated 13F filings for Q2 2020.