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EOT

Eaton Vance National Municipal Opportunities Trust

44 hedge funds and large institutions have $41.6M invested in Eaton Vance National Municipal Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% more funds holding

Funds holding: 4344 (+1)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

2% less ownership

Funds ownership: 18.03%16.04% (-2%)

13% less capital invested

Capital invested by funds: $47.7M → $41.6M (-$6.1M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ancora Advisors
Ohio
$241K
SIMG
27
Sonora Investment Management Group
Arizona
$224K
TNBTD
28
Trustmark National Bank Trust Department
Mississippi
$209K +$211K +12,600 New
Creative Planning
29
Creative Planning
Kansas
$197K
Nomura Holdings
30
Nomura Holdings
Japan
$179K +$181K +10,804 New
MA
31
Mutual Advisors
Nebraska
$166K
BFEC
32
Benjamin F. Edwards & Company
Missouri
$124K
RIL
33
Rothschild Investment LLC
Illinois
$113K
PTC
34
Private Trust Company
Ohio
$83K
Jones Financial Companies
35
Jones Financial Companies
Missouri
$73.5K +$74.3K +4,432 New
TH
36
TCTC Holdings
Texas
$64.8K
SPIA
37
Steward Partners Investment Advisory
New York
$42.5K +$235 +14 +0.5%
HNB
38
Huntington National Bank
Ohio
$41.5K
PA
39
Pineridge Advisors
Missouri
$30.3K
FFA
40
Farther Finance Advisors
California
$12.9K
OP
41
ORG Partners
Indiana
$10.1K +$10.3K +612 New
CFGS
42
Concourse Financial Group Securities
Alabama
$7.96K
KFI
43
Key Financial Inc
Pennsylvania
$4.56K
Osaic Holdings
44
Osaic Holdings
Arizona
$3K -$218 -13 -7%
TRCT
45
Tower Research Capital (TRC)
New York
$2.04K +$2.06K +123 New
Invesco
46
Invesco
Georgia
-$231K -13,623 Closed
EC
47
Elequin Capital
New York
-$106K -6,268 Closed
CFD
48
Creative Financial Designs
Indiana
-$7.61K -450 Closed

EOT Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2024, worth a combined $41.6M — down 13% from $47.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EOT positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $810K. The largest seller was Morgan Stanley, cutting an estimated $2.83M.

  • 44 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2024, up from 43 in Q4 2023.
  • Funds reported $41.6M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2024, down 13% quarter-over-quarter.
  • 5 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2024 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2024 was Hennion & Walsh Asset Management, an estimated $810K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2024 was Morgan Stanley, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2024.