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EOT

Eaton Vance National Municipal Opportunities Trust
EOT

34 hedge funds and large institutions have $31M invested in Eaton Vance National Municipal Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

0.71% more ownership

Funds ownership: 9.73% → 10.45% (+0.71%)

6% less funds holding

Funds holding: 36 → 34 (-2)

7% less capital invested

Capital invested by funds: $33.4M → $31M (-$2.44M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$908K
2
GC
Guggenheim Capital
Illinois
+$667K
3
WAM
Wolverine Asset Management
Illinois
+$388K
4
1CP
1607 Capital Partners
Virginia
+$296K
5
VanEck Associates
VanEck Associates
New York
+$267K

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$231K
2
Morgan Stanley
Morgan Stanley
New York
-$214K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$210K
4
Osaic Holdings
Osaic Holdings
Arizona
-$119K
5
DWA
Delos Wealth Advisors
Texas
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
26
American Portfolios Advisors
New York
$90.9K – – –
FAG
27
Fortitude Advisory Group
Washington
$64K +$39.5K +1,954 +142%
HNB
28
Huntington National Bank
Ohio
$48K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$38K -$119K -5,898 -75%
SPIA
30
Steward Partners Investment Advisory
New York
$33K +$162 +8 +0.5%
HWA
31
HHM Wealth Advisors
Tennessee
$20K – – –
CNBTD
32
Citizens National Bank Trust Department
Mississippi
$18K – – –
LS
33
Leelyn Smith
Illinois
$12K – – –
KFI
34
Key Financial Inc
Pennsylvania
$5K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$3K +$3.09K +153 New
EW
36
Evoke Wealth
California
– -$231K -10,453 Closed
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
– -$210K -9,515 Closed
DWA
38
Delos Wealth Advisors
Texas
– -$105K -4,750 Closed
EVM
39
Eaton Vance Management
Massachusetts
– -$49K -2,200 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -150 Closed
1
2

EOT Hedge Fund Activity: Q1 2022 in Review

34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2022, worth a combined $31M — down 7.3% from $33.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EOT and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 15 added.

The largest buyer was Ameriprise, adding an estimated $908K. The largest seller was Evoke Wealth, exiting entirely with an estimated $231K sold.

  • 34 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2022, down from 36 in Q4 2021.
  • Funds reported $31M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2022, down 7.3% quarter-over-quarter.
  • 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2022 and 5 closed out, a net change of -2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2022 was Ameriprise, an estimated $908K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2022 was Evoke Wealth, an estimated $231K sold.

Based on aggregated 13F filings for Q1 2022.