Eaton Vance National Municipal Opportunities Trust
EOT
35 hedge funds and large institutions have $33.5M invested in Eaton Vance National Municipal Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more funds holding
Funds holding: 33 → 35 (+2)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
0.52% less ownership
Funds ownership: 10.21% → 9.69% (-0.52%)
5% less capital invested
Capital invested by funds: $35.2M → $33.5M (-$1.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$257K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$236K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$201K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$178K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.09M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$258K |
| 3 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$211K |
| 4 |
VanEck Associates
New York
|
-$207K |
| 5 |
Morgan Stanley
New York
|
-$62.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $111K | -$7.97K | -354 | -7% |
|
27
Rockefeller Capital Management
New York
| $63K | – | – | – |
|
|
HNB
28
Huntington National Bank
Columbus,
Ohio
| $56K | – | – | – |
|
|
EVM
29
Eaton Vance Management
Boston,
Massachusetts
| $50K | +$270 | +12 | +0.5% |
|
|
WP
30
WealthShield Partners
Cary,
North Carolina
| $45K | – | – | – |
|
31
Jones Financial Companies
Des Peres,
Missouri
| $27K | -$27K | -1,200 | -50% |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $23K | +$2.34K | +104 | +11% |
|
|
LS
33
Leelyn Smith
Geneva,
Illinois
| $15K | – | – | – |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $15K | +$15K | +664 | New |
|
|
NFSG
35
Newbridge Financial Services Group
Boca Raton,
Florida
| $11K | – | – | – |
|
|
HI
36
Harbour Investments
Madison,
Wisconsin
| $3K | +$2.5K | +111 | New |
|
|
1W
37
1776 Wealth
Atlanta,
Georgia
| – | -$211K | -9,384 | Closed |
|
|
IAIM
38
International Assets Investment Management
Orlando,
Florida
| – | -$12K | -589 | Closed |
|
EOT Hedge Fund Activity: Q2 2021 in Review
35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2021, worth a combined $33.5M — down 4.9% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EOT positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Moors & Cabot, opening a new position worth an estimated $257K. The largest seller was Bank of America, cutting an estimated $2.09M.
- 35 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2021, up from 33 in Q1 2021.
- Funds reported $33.5M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2021, down 4.9% quarter-over-quarter.
- 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2021 and 2 closed out, a net change of +2 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2021 was Moors & Cabot, an estimated $257K added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2021 was Bank of America, an estimated $2.09M sold.
Based on aggregated 13F filings for Q2 2021.