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EOT

Eaton Vance National Municipal Opportunities Trust

42 hedge funds and large institutions have $57.9M invested in Eaton Vance National Municipal Opportunities Trust in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $56.1M → $57.9M (+$1.85M)

0.03% more ownership

Funds ownership: 18.87%18.9% (+0.03%)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$7.12M +$506K +25,463 +8%
Invesco
2
Invesco
Georgia
$6.99M -$397K -19,976 -5%
Wells Fargo
3
Wells Fargo
California
$5.78M +$626K +31,458 +12%
Bank of America
4
Bank of America
North Carolina
$5.25M +$936K +47,049 +22%
Morgan Stanley
5
Morgan Stanley
New York
$5.02M -$1.81M -90,954 -27%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.8M +$38.3K +1,928 +1%
AAM
7
Advisors Asset Management
Colorado
$3.69M +$805K +40,503 +28%
CIA
8
Capital Investment Advisors
Georgia
$2.57M -$30.8K -1,550 -1%
Cohen & Steers
9
Cohen & Steers
New York
$2.07M +$112K +5,640 +6%
GC
10
Guggenheim Capital
Illinois
$2.05M +$179K +8,981 +10%
FIMG
11
Financial & Investment Management Group
Michigan
$2.03M -$14K -705 -0.7%
WA
12
Whitebox Advisors
Minnesota
$2M
RJA
13
Raymond James & Associates
Florida
$1.69M +$285K +14,326 +20%
PPA
14
Parametric Portfolio Associates
Washington
$863K +$251K +12,629 +41%
Citigroup
15
Citigroup
New York
$823K +$3.9K +196 +0.5%
U
16
UBS
Switzerland
$805K +$93.4K +4,696 +13%
VFS
17
VSR Financial Services
Kansas
$704K +$19.5K +980 +3%
CCM
18
Coldstream Capital Management
Washington
$494K +$219 +11 +0%
LPL Financial
19
LPL Financial
California
$493K +$16.8K +843 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$474K +$108K +5,436 +30%
DI
21
Dalton Investments
Nevada
$403K +$4.69K +236 +1%
LCM
22
Landscape Capital Management
New Jersey
$343K -$14.4K -725 -4%
DA
23
Doliver Advisors
Texas
$340K -$204K -10,276 -38%
MFS
24
MSI Financial Services
Massachusetts
$337K +$114K +5,733 +52%
VanEck Associates
25
VanEck Associates
New York
$312K +$54.1K +2,719 +21%

EOT Hedge Fund Activity: Q2 2014 in Review

42 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2014, worth a combined $57.9M — up 3.3% from $56.1M a quarter earlier.

Fund positioning in EOT was balanced in Q2 2014: 4 funds opened new positions, 4 closed out, 20 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $936K. The largest seller was Morgan Stanley, cutting an estimated $1.81M.

  • 42 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $57.9M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2014, up 3.3% quarter-over-quarter.
  • 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2014 and 4 closed out, a net change of 0 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2014 was Bank of America, an estimated $936K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2014 was Morgan Stanley, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2014.