Eaton Vance National Municipal Opportunities Trust
EOT
34 hedge funds and large institutions have $48.8M invested in Eaton Vance National Municipal Opportunities Trust in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
1.64% less ownership
Funds ownership: 15.29% → 13.65% (-1.6%)
6% less funds holding
Funds holding: 36 → 34 (-2)
10% less capital invested
Capital invested by funds: $54M → $48.8M (-$5.24M)
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
|
+$395K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$334K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$303K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$294K |
| 5 |
Morgan Stanley
New York
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
-$4.68M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$808K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$511K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$329K |
EOT Hedge Fund Activity: Q3 2016 in Review
34 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2016, worth a combined $48.8M — down 9.7% from $54M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EOT and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 19 added.
The largest buyer was Bank of America, adding an estimated $395K. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $4.68M sold.
- 34 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2016, down from 36 in Q2 2016.
- Funds reported $48.8M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2016, down 9.7% quarter-over-quarter.
- 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2016 and 4 closed out, a net change of -1 holder.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2016 was Bank of America, an estimated $395K added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2016 was Mackay Shields LLC, an estimated $4.68M sold.
Based on aggregated 13F filings for Q3 2016.