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EOT

Eaton Vance National Municipal Opportunities Trust

48 hedge funds and large institutions have $47M invested in Eaton Vance National Municipal Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1.39% more ownership

Funds ownership: 16.88%18.26% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $46.6M → $47M (+$466K)

0% more funds holding

Funds holding: 4848 (0)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$229K +$27K +1,551 +13%
SIMG
27
Sonora Investment Management Group
Arizona
$222K
TNBTD
28
Trustmark National Bank Trust Department
Mississippi
$207K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$196K +$207K +11,927 New
KMWM
30
Keudell/Morrison Wealth Management
Oregon
$196K -$5.13K -295 -2%
Creative Planning
31
Creative Planning
Kansas
$196K
PFS
32
Prospera Financial Services
Texas
$192K -$40.4K -2,325 -17%
SA
33
Sanctuary Advisors
Indiana
$176K
WAM
34
Wolverine Asset Management
Illinois
$175K +$184K +10,606 New
MA
35
Mutual Advisors
Nebraska
$167K
RIL
36
Rothschild Investment LLC
Illinois
$112K
NWMP
37
Noble Wealth Management PBC
Colorado
$98.8K +$104K +6,000 New
PTC
38
Private Trust Company
Ohio
$82.3K
MFC
39
Mechanics Financial Corp
Ohio
$82.3K +$87K +5,000 New
EC
40
Elequin Capital
New York
$49.9K +$52.7K +3,032 New
SPIA
41
Steward Partners Investment Advisory
New York
$44.2K -$609 -35 -1%
HNB
42
Huntington National Bank
Ohio
$41.1K
Osaic Holdings
43
Osaic Holdings
Arizona
$32.9K +$17 +1 +0.1%
LFG
44
Larson Financial Group
Missouri
$32.9K
PA
45
Pineridge Advisors
Missouri
$30.6K +$383 +22 +1%
OWP
46
ORG Wealth Partners
Texas
$10.1K
WSFS
47
Wilmington Savings Fund Society
Delaware
$9.93K
PWA
48
Provenance Wealth Advisors
Florida
$7.62K
CFGS
49
Concourse Financial Group Securities
Alabama
$4.06K
IAIM
50
International Assets Investment Management
Florida
-$2.41K -43,208 Closed

EOT Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2024, worth a combined $47M — up 1% from $46.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EOT positions and 8 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $4.14M. The largest seller was Guggenheim Capital, cutting an estimated $1.25M.

  • 48 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $47M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2024, up 1% quarter-over-quarter.
  • 10 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2024 and 8 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2024 was UBS Group, an estimated $4.14M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2024 was Guggenheim Capital, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2024.