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EOT

Eaton Vance National Municipal Opportunities Trust

46 hedge funds and large institutions have $44.5M invested in Eaton Vance National Municipal Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $41.6M → $44.5M (+$2.92M)

5% more funds holding

Funds holding: 4446 (+2)

0.88% more ownership

Funds ownership: 16.04%16.91% (+0.88%)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$271K +$265K +16,067 New
HighTower Advisors
27
HighTower Advisors
Illinois
$268K
AA
28
Ancora Advisors
Ohio
$244K
PFS
29
Prospera Financial Services
Texas
$232K -$207K -12,536 -48%
SIMG
30
Sonora Investment Management Group
Arizona
$224K
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$212K
Creative Planning
32
Creative Planning
Kansas
$200K
Nomura Holdings
33
Nomura Holdings
Japan
$182K
SA
34
Sanctuary Advisors
Indiana
$171K +$174K +10,530 New
MA
35
Mutual Advisors
Nebraska
$171K
BFEC
36
Benjamin F. Edwards & Company
Missouri
$125K
RIL
37
Rothschild Investment LLC
Illinois
$115K
PTC
38
Private Trust Company
Ohio
$84.2K
SPIA
39
Steward Partners Investment Advisory
New York
$43.3K +$116 +7 +0.3%
HNB
40
Huntington National Bank
Ohio
$42.1K
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$40.3K +$39.5K +2,395 New
Osaic Holdings
42
Osaic Holdings
Arizona
$33.7K +$30K +1,817 +1,004%
PA
43
Pineridge Advisors
Missouri
$30.8K
FFA
44
Farther Finance Advisors
California
$13K
OP
45
ORG Partners
Indiana
$10.2K
LFG
46
Larson Financial Group
Missouri
$10.1K +$9.9K +600 New
CFGS
47
Concourse Financial Group Securities
Alabama
$8.08K
MC
48
Moors & Cabot
Massachusetts
-$539K -32,500 Closed
TH
49
TCTC Holdings
Texas
-$64.8K -3,904 Closed
KFI
50
Key Financial Inc
Pennsylvania
-$4.56K -275 Closed

EOT Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2024, worth a combined $44.5M — up 7% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EOT positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was AHL Investment Management, opening a new position worth an estimated $1.63M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.72M.

  • 46 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2024, up from 44 in Q1 2024.
  • Funds reported $44.5M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2024, up 7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2024 was AHL Investment Management, an estimated $1.63M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2024 was Hennion & Walsh Asset Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2024.