Eaton Vance National Municipal Opportunities Trust
EOT
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.
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: 48 → 48 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.14M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.52M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$952K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$408K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.25M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$870K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$610K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$546K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Bessemer Group
Woodbridge,
New Jersey
| – | -$610K | -34,000 | Closed |
|
|
LCM
52
Landscape Capital Management
Englewood,
New Jersey
| – | -$362K | -20,193 | Closed |
|
53
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$56.3K | -3,136 | Closed |
|
|
TSMHT
54
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$19.8K | -1,103 | Closed |
|
|
GIA
55
GHP Investment Advisors
Denver,
Colorado
| – | -$18.1K | -1,006 | Closed |
|
|
FFA
56
Farther Finance Advisors
San Francisco,
California
| – | -$12.9K | -720 | Closed |
|
|
M
57
MOTCO
San Antonio,
Texas
| – | -$9.41K | -524 | 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.