Eaton Vance National Municipal Opportunities Trust
EOT
37 hedge funds and large institutions have $41.2M invested in Eaton Vance National Municipal Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
6% more funds holding
Funds holding: 35 → 37 (+2)
0.13% more ownership
Funds ownership: 16.1% → 16.22% (+0.13%)
6% less capital invested
Capital invested by funds: $43.7M → $41.2M (-$2.55M)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$563K |
| 2 |
Morgan Stanley
New York
|
+$349K |
| 3 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
+$208K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$129K |
| 5 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$210K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$184K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$109K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$103K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
26
United Capital Financial Advisors
Irving,
Texas
| $183K | -$8.98K | -534 | -5% |
|
|
MA
27
Mutual Advisors
Omaha,
Nebraska
| $162K | – | – | – |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $121K | – | – | – |
|
|
FAM
29
Flaharty Asset Management
Clearwater,
Florida
| $110K | +$114K | +6,800 | New |
|
|
PTC
30
Private Trust Company
Cleveland,
Ohio
| $81.1K | – | – | – |
|
|
TH
31
TCTC Holdings
Dallas,
Texas
| $63.3K | – | – | – |
|
|
HNB
32
Huntington National Bank
Columbus,
Ohio
| $40.5K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $40K | -$168 | -10 | -0.4% |
|
|
FFA
34
Farther Finance Advisors
San Francisco,
California
| $37.7K | +$7.84K | +466 | +25% |
|
|
CFGS
35
Concourse Financial Group Securities
Birmingham,
Alabama
| $7.79K | – | – | – |
|
36
JP Morgan Chase
New York
| $6.67K | +$6.91K | +411 | New |
|
|
KFI
37
Key Financial Inc
West Chester,
Pennsylvania
| $4.46K | – | – | – |
|
38
Osaic Holdings
Scottsdale,
Arizona
| $3.36K | +$437 | +26 | +14% |
|
|
ANBT
39
American National Bank & Trust
Wichita Falls,
Texas
| – | -$26.8K | -1,543 | Closed |
|
EOT Hedge Fund Activity: Q3 2023 in Review
37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2023, worth a combined $41.2M — down 5.8% from $43.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EOT positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 16 trimmed.
The largest buyer was VanEck Associates, adding an estimated $563K. The largest seller was Wells Fargo, cutting an estimated $210K.
- 37 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2023, up from 35 in Q2 2023.
- Funds reported $41.2M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2023, down 5.8% quarter-over-quarter.
- 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2023 was VanEck Associates, an estimated $563K added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2023 was Wells Fargo, an estimated $210K sold.
Based on aggregated 13F filings for Q3 2023.