Eaton Vance National Municipal Opportunities Trust
EOT
33 hedge funds and large institutions have $44.2M invested in Eaton Vance National Municipal Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 9 closing their positions.
3% more capital invested
Capital invested by funds: $42.9M → $44.2M (+$1.38M)
0.38% less ownership
Funds ownership: 16.49% → 16.11% (-0.38%)
15% less funds holding
Funds holding: 39 → 33 (-6)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.42M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$199K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$130K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$64.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.74M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$592K |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$581K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$216K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$205K |
EOT Hedge Fund Activity: Q1 2023 in Review
33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2023, worth a combined $44.2M — up 3.2% from $42.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EOT and 3 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 10 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.42M. The largest seller was Karpus Investment Management, cutting an estimated $1.74M.
- 33 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2023, down from 39 in Q4 2022.
- Funds reported $44.2M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2023, up 3.2% quarter-over-quarter.
- 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2023 and 9 closed out, a net change of -6 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2023 was Guggenheim Capital, an estimated $1.42M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2023 was Karpus Investment Management, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2023.