We are live on ! Find out more
EOT

Eaton Vance National Municipal Opportunities Trust

39 hedge funds and large institutions have $54.9M invested in Eaton Vance National Municipal Opportunities Trust in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

3% more capital invested

Capital invested by funds: $53.1M → $54.9M (+$1.81M)

0.11% less ownership

Funds ownership: 16.17%16.06% (-0.11%)

5% less funds holding

Funds holding: 4139 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14.6M +$1.17M +53,234 +9%
Invesco
2
Invesco
Georgia
$6.19M +$87.4K +3,995 +1%
Wells Fargo
3
Wells Fargo
California
$5.64M -$200K -9,152 -3%
Morgan Stanley
4
Morgan Stanley
New York
$5.24M -$209K -9,555 -4%
MSL
5
Mackay Shields LLC
New York
$3.92M +$3.85M +175,913 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.92M -$685K -31,303 -19%
CIA
7
Capital Investment Advisors
Georgia
$2.19M -$754K -34,454 -26%
LPL Financial
8
LPL Financial
California
$2.18M +$133K +6,062 +7%
FFA
9
First Foundation Advisors
California
$1.54M +$149K +6,812 +11%
AFWA
10
Ancora Family Wealth Advisors
Ohio
$1.35M +$3.72K +170 +0.3%
UCFA
11
United Capital Financial Advisors
Texas
$939K +$179K +8,170 +24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$916K +$179K +8,170 +25%
UBS Group
13
UBS Group
Switzerland
$877K +$69.4K +3,171 +9%
VanEck Associates
14
VanEck Associates
New York
$718K +$289K +13,189 +69%
RJA
15
Raymond James & Associates
Florida
$641K +$21.3K +971 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$628K +$21.9K +1,000 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$588K -$72.7K -3,321 -11%
Cohen & Steers
18
Cohen & Steers
New York
$533K -$628K -28,688 -55%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$405K -$154K -7,057 -28%
Citigroup
20
Citigroup
New York
$375K -$390K -17,805 -51%
LA
21
LVW Advisors
New York
$364K
VFS
22
VSR Financial Services
Kansas
$342K -$48.6K -2,222 -13%
SWM
23
Segment Wealth Management
Texas
$304K
CCM
24
Coldstream Capital Management
Washington
$282K +$219 +10 +0.1%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$280K +$45.9K +2,097 +20%

EOT Hedge Fund Activity: Q1 2016 in Review

39 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2016, worth a combined $54.9M — up 3.4% from $53.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EOT and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 18 added.

The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $3.85M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.52M sold.

  • 39 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2016, down from 41 in Q4 2015.
  • Funds reported $54.9M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2016, up 3.4% quarter-over-quarter.
  • 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2016 and 6 closed out, a net change of -2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2016 was Mackay Shields LLC, an estimated $3.85M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2016 was Advisors Asset Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2016.