Eaton Vance National Municipal Opportunities Trust
EOT
35 hedge funds and large institutions have $43.7M invested in Eaton Vance National Municipal Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 0 closing their positions.
6% more funds holding
Funds holding: 33 → 35 (+2)
0.01% less ownership
Funds ownership: 16.11% → 16.1% (-0.01%)
1% less capital invested
Capital invested by funds: $44.2M → $43.7M (-$540K)
53% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.44M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$429K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$411K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$267K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$72.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.74M |
| 2 |
Morgan Stanley
New York
|
-$441K |
| 3 |
VanEck Associates
New York
|
-$147K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$138K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$96.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
26
Mutual Advisors
Omaha,
Nebraska
| $174K | – | – | – |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $129K | – | – | – |
|
|
PTC
28
Private Trust Company
Cleveland,
Ohio
| $86.8K | – | – | – |
|
|
TH
29
TCTC Holdings
Dallas,
Texas
| $67.8K | – | – | – |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $43.4K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $43K | -$281 | -16 | -0.6% |
|
|
FFA
32
Farther Finance Advisors
San Francisco,
California
| $32.3K | +$32.6K | +1,860 | New |
|
|
ANBT
33
American National Bank & Trust
Wichita Falls,
Texas
| $26.8K | – | – | – |
|
|
CFGS
34
Concourse Financial Group Securities
Birmingham,
Alabama
| $8.33K | – | – | – |
|
|
KFI
35
Key Financial Inc
West Chester,
Pennsylvania
| $4.77K | – | – | – |
|
36
Osaic Holdings
Scottsdale,
Arizona
| $3.14K | -$7.81K | -445 | -71% |
|
EOT Hedge Fund Activity: Q2 2023 in Review
35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2023, worth a combined $43.7M — down 1.2% from $44.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EOT positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 17 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.44M. The largest seller was Karpus Investment Management, cutting an estimated $1.74M.
- 35 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2023, up from 33 in Q1 2023.
- Funds reported $43.7M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2023, down 1.2% quarter-over-quarter.
- 2 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2023 was Guggenheim Capital, an estimated $1.44M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2023 was Karpus Investment Management, an estimated $1.74M sold.
Based on aggregated 13F filings for Q2 2023.