We are live on ! Find out more
EOT

Eaton Vance National Municipal Opportunities Trust
EOT

34 hedge funds and large institutions have $36.6M invested in Eaton Vance National Municipal Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $33.5M → $36.6M (+$3.1M)

0.34% more ownership

Funds ownership: 9.69% → 10.03% (+0.34%)

3% less funds holding

Funds holding: 35 → 34 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$740K
2
Ameriprise
Ameriprise
Minnesota
+$419K
3
Morgan Stanley
Morgan Stanley
New York
+$315K
4
1W
1776 Wealth
Georgia
+$201K
5
VanEck Associates
VanEck Associates
New York
+$157K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$507K
2
KAS
Kestra Advisory Services
Texas
-$267K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$90.1K
4
Wells Fargo
Wells Fargo
California
-$76.7K
5
WP
WealthShield Partners
North Carolina
-$45K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$178K – – –
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$172K +$103K +4,480 +159%
APA
28
American Portfolios Advisors
New York
$113K -$3.06K -133 -3%
HNB
29
Huntington National Bank
Ohio
$59K – – –
EVM
30
Eaton Vance Management
Massachusetts
$52K – – –
Jones Financial Companies
31
Jones Financial Companies
Missouri
$43K +$13.8K +600 +50%
SPIA
32
Steward Partners Investment Advisory
New York
$31K +$6.38K +277 +27%
HWA
33
HHM Wealth Advisors
Tennessee
$25K +$24.8K +1,075 New
LS
34
Leelyn Smith
Illinois
$15K – – –
KFI
35
Key Financial Inc
Pennsylvania
$7K +$6.33K +275 New
WP
36
WealthShield Partners
North Carolina
– -$45K -2,003 Closed
ASN
37
Advisory Services Network
Georgia
– -$15K -664 Closed
NFSG
38
Newbridge Financial Services Group
Florida
– -$11K -468 Closed
HI
39
Harbour Investments
Wisconsin
– -$3K -111 Closed
1
2

EOT Hedge Fund Activity: Q3 2021 in Review

34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2021, worth a combined $36.6M — up 9.2% from $33.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EOT and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 14 added.

The largest buyer was Guggenheim Capital, adding an estimated $740K. The largest seller was Bank of America, cutting an estimated $507K.

  • 34 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2021, down from 35 in Q2 2021.
  • Funds reported $36.6M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2021, up 9.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2021 was Guggenheim Capital, an estimated $740K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2021 was Bank of America, an estimated $507K sold.

Based on aggregated 13F filings for Q3 2021.