Eaton Vance National Municipal Opportunities Trust
EOT
43 hedge funds and large institutions have $47.7M invested in Eaton Vance National Municipal Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
16% more funds holding
Funds holding: 37 → 43 (+6)
16% more capital invested
Capital invested by funds: $41.2M → $47.7M (+$6.56M)
1.81% more ownership
Funds ownership: 16.22% → 18.03% (+1.8%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.57M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$1.42M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.34M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$754K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$974K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$915K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$470K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$226K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$222K |
EOT Hedge Fund Activity: Q4 2023 in Review
43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2023, worth a combined $47.7M — up 16% from $41.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EOT positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.57M. The largest seller was Karpus Investment Management, cutting an estimated $974K.
- 43 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2023, up from 37 in Q3 2023.
- Funds reported $47.7M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2023, up 16% quarter-over-quarter.
- 10 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2023 and 4 closed out, a net change of +6 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2023 was Morgan Stanley, an estimated $2.57M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2023 was Karpus Investment Management, an estimated $974K sold.
Based on aggregated 13F filings for Q4 2023.