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EOT

Eaton Vance National Municipal Opportunities Trust
EOT

39 hedge funds and large institutions have $42.9M invested in Eaton Vance National Municipal Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

29% more capital invested

Capital invested by funds: $33.2M → $42.9M (+$9.63M)

22% more funds holding

Funds holding: 32 → 39 (+7)

3.58% more ownership

Funds ownership: 12.91% → 16.49% (+3.6%)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$7.02M
2
Ameriprise
Ameriprise
Minnesota
+$2.54M
3
1CP
1607 Capital Partners
Virginia
+$1.4M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$658K
5
GC
Guggenheim Capital
Illinois
+$477K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.67M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.58M
3
Bank of America
Bank of America
North Carolina
-$1.07M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$253K
5
Wells Fargo
Wells Fargo
California
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$202K -$9.5K -578 -4%
WFA
27
Wellspring Financial Advisors
Ohio
$173K +$173K +10,500 New
MA
28
Mutual Advisors
Nebraska
$164K – – –
OA
29
Operose Advisors
Wisconsin
$82.2K – – –
PTC
30
Private Trust Company
Ohio
$82K – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$70K -$32.6K -1,983 -32%
TH
32
TCTC Holdings
Texas
$64.1K +$64.2K +3,904 New
HNB
33
Huntington National Bank
Ohio
$41.1K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$31K +$16.4K +999 +109%
ANBT
35
American National Bank & Trust
Texas
$25K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$20.9K -$3.75K -228 -15%
FPFS
37
First Personal Financial Services
North Carolina
$18.6K +$18.6K +1,130 New
US Bancorp
38
US Bancorp
Minnesota
$12.3K +$12.3K +750 New
LS
39
Leelyn Smith
Illinois
$10.7K – – –
KFI
40
Key Financial Inc
Pennsylvania
$4.52K – – –
CWM
41
Castle Wealth Management
Florida
– -$4K -215 Closed
1
2

EOT Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2022, worth a combined $42.9M — up 29% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EOT positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.02M. The largest seller was Raymond James & Associates, cutting an estimated $1.67M.

  • 39 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2022, up from 32 in Q3 2022.
  • Funds reported $42.9M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2022, up 29% quarter-over-quarter.
  • 8 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2022 and 1 closed out, a net change of +7 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $7.02M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2022 was Raymond James & Associates, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2022.