Eaton Vance National Municipal Opportunities Trust
EOT
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.
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: 46 → 48 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$979K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$913K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$866K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$805K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$748K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.59M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$965K |
| 3 |
Morgan Stanley
New York
|
-$670K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$524K |
| 5 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
51
Wolverine Asset Management
Chicago,
Illinois
| – | -$965K | -57,329 | Closed |
|
|
PWM
52
Palumbo Wealth Management
Great Neck,
New York
| – | -$447K | -26,520 | Closed |
|
53
Nomura Holdings
Tokyo,
Japan
| – | -$182K | -10,804 | Closed |
|
|
OP
54
ORG Partners
Roanoke,
Indiana
| – | -$10.2K | -612 | 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.