Eaton Vance National Municipal Opportunities Trust
EOT
38 hedge funds and large institutions have $54M invested in Eaton Vance National Municipal Opportunities Trust in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
1% more capital invested
Capital invested by funds: $53.5M → $54M (+$505K)
0.28% less ownership
Funds ownership: 17.3% → 17.02% (-0.28%)
3% less funds holding
Funds holding: 39 → 38 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.54M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$283K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$249K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$195K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.89M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1.37M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$356K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$264K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$248K |
EOT Hedge Fund Activity: Q3 2015 in Review
38 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2015, worth a combined $54M — up 0.94% from $53.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EOT and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.
The largest buyer was Bank of America, adding an estimated $1.54M. The largest seller was Advisors Asset Management, cutting an estimated $1.89M.
- 38 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2015, down from 39 in Q2 2015.
- Funds reported $54M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2015, up 0.94% quarter-over-quarter.
- 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2015 and 4 closed out, a net change of -1 holder.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2015 was Bank of America, an estimated $1.54M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2015 was Advisors Asset Management, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2015.