Eaton Vance National Municipal Opportunities Trust
EOT
32 hedge funds and large institutions have $33.2M invested in Eaton Vance National Municipal Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 9 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0.37% more ownership
Funds ownership: 12.54% → 12.91% (+0.37%)
5% less capital invested
Capital invested by funds: $35.1M → $33.2M (-$1.89M)
16% less funds holding
Funds holding: 38 → 32 (-6)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.86M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.82M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$692K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$324K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$937K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$892K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$677K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$420K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$252K |
EOT Hedge Fund Activity: Q3 2022 in Review
32 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2022, worth a combined $33.2M — down 5.4% from $35.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EOT and 3 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 10 added.
The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $1.86M. The largest seller was Access Financial Services, exiting entirely with an estimated $937K sold.
- 32 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2022, down from 38 in Q2 2022.
- Funds reported $33.2M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2022, down 5.4% quarter-over-quarter.
- 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2022 and 9 closed out, a net change of -6 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2022 was Hennion & Walsh Asset Management, an estimated $1.86M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2022 was Access Financial Services, an estimated $937K sold.
Based on aggregated 13F filings for Q3 2022.