Eaton Vance National Municipal Opportunities Trust
EOT
34 hedge funds and large institutions have $30.9M invested in Eaton Vance National Municipal Opportunities Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
21% more funds holding
Funds holding: 28 → 34 (+6)
11% more capital invested
Capital invested by funds: $27.8M → $30.9M (+$3.15M)
0.81% more ownership
Funds ownership: 9.04% → 9.85% (+0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.67M |
| 2 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$687K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$474K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$387K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$542K |
| 2 |
VanEck Associates
New York
|
-$248K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$219K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$150K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $78K | +$78.9K | +3,846 | New |
|
|
PFO
27
Pathstone Family Office
Englewood,
New Jersey
| $57K | – | – | – |
|
28
Rockefeller Capital Management
New York
| $57K | +$246 | +12 | +0.4% |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| $51K | – | – | – |
|
|
PWM
30
Perigon Wealth Management
San Francisco,
California
| $35K | +$34.6K | +1,685 | New |
|
|
RA
31
Reby Advisors
Danbury,
Connecticut
| $29K | +$28.6K | +1,395 | New |
|
|
LS
32
Leelyn Smith
Geneva,
Illinois
| $13K | – | – | – |
|
|
IAIM
33
International Assets Investment Management
Orlando,
Florida
| $12K | +$12.1K | +589 | New |
|
|
NFSG
34
Newbridge Financial Services Group
Boca Raton,
Florida
| $10K | – | – | – |
|
35
Citigroup
New York
| – | -$90K | -4,500 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$21 | +1 | New |
|
EOT Hedge Fund Activity: Q4 2020 in Review
34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2020, worth a combined $30.9M — up 11% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EOT positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.67M. The largest seller was 1607 Capital Partners, cutting an estimated $542K.
- 34 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2020, up from 28 in Q3 2020.
- Funds reported $30.9M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2020, up 11% quarter-over-quarter.
- 7 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2020 and 1 closed out, a net change of +6 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2020 was Morgan Stanley, an estimated $1.67M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2020 was 1607 Capital Partners, an estimated $542K sold.
Based on aggregated 13F filings for Q4 2020.