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EOT

Eaton Vance National Municipal Opportunities Trust

48 hedge funds and large institutions have $46.6M invested in Eaton Vance National Municipal Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

4% more funds holding

Funds holding: 4648 (+2)

5% more capital invested

Capital invested by funds: $44.5M → $46.6M (+$2.01M)

0.04% less ownership

Funds ownership: 16.91%16.88% (-0.04%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
26
Sonora Investment Management Group
Arizona
$242K
TNBTD
27
Trustmark National Bank Trust Department
Mississippi
$226K
ACA
28
Ackerman Capital Advisors
Texas
$221K -$64.5K -3,728 -23%
KMWM
29
Keudell/Morrison Wealth Management
Oregon
$219K -$122K -7,071 -37%
Creative Planning
30
Creative Planning
Kansas
$213K
SA
31
Sanctuary Advisors
Indiana
$180K
MA
32
Mutual Advisors
Nebraska
$176K
RIL
33
Rothschild Investment LLC
Illinois
$122K
PTC
34
Private Trust Company
Ohio
$89.8K
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$56.3K +$12.8K +741 +31%
SPIA
36
Steward Partners Investment Advisory
New York
$48.9K +$2.65K +153 +6%
HNB
37
Huntington National Bank
Ohio
$44.9K
LFG
38
Larson Financial Group
Missouri
$35.9K +$24.2K +1,400 +233%
Osaic Holdings
39
Osaic Holdings
Arizona
$35.9K +$17 +1 +0.1%
PA
40
Pineridge Advisors
Missouri
$32.9K +$121 +7 +0.4%
TSMHT
41
Thurston Springer Miller Herd & Titak
Indiana
$19.8K +$19.1K +1,103 New
GIA
42
GHP Investment Advisors
Colorado
$18.1K +$17.4K +1,006 New
FFA
43
Farther Finance Advisors
California
$12.9K -$1.04K -60 -8%
OWP
44
ORG Wealth Partners
Texas
$11K +$10.6K +612 New
WSFS
45
Wilmington Savings Fund Society
Delaware
$10.8K +$10.4K +603 New
M
46
MOTCO
Texas
$9.41K +$9.07K +524 New
PWA
47
Provenance Wealth Advisors
Florida
$8.31K +$8.02K +463 New
CFGS
48
Concourse Financial Group Securities
Alabama
$4.31K -$4.16K -240 -50%
IAIM
49
International Assets Investment Management
Florida
$2.41K +$748K +43,208 New
KIM
50
Karpus Investment Management
New York
-$2.59M -153,558 Closed

EOT Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2024, worth a combined $46.6M — up 4.5% from $44.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EOT positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $979K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.59M sold.

  • 48 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2024, up from 46 in Q2 2024.
  • Funds reported $46.6M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2024 was 1607 Capital Partners, an estimated $979K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2024 was Karpus Investment Management, an estimated $2.59M sold.

Based on aggregated 13F filings for Q3 2024.