Eaton Vance National Municipal Opportunities Trust
EOT
35 hedge funds and large institutions have $41.6M invested in Eaton Vance National Municipal Opportunities Trust in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
6% more funds holding
Funds holding: 33 → 35 (+2)
0.49% less ownership
Funds ownership: 13.64% → 13.15% (-0.49%)
15% less capital invested
Capital invested by funds: $48.7M → $41.6M (-$7.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.14M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$574K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$307K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.63M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.56M |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$700K |
| 4 |
VanEck Associates
New York
|
-$389K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$262K |
EOT Hedge Fund Activity: Q4 2016 in Review
35 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2016, worth a combined $41.6M — down 15% from $48.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EOT positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Ancora Advisors, opening a new position worth an estimated $1.37M. The largest seller was Invesco, cutting an estimated $1.63M.
- 35 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2016, up from 33 in Q3 2016.
- Funds reported $41.6M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2016, down 15% quarter-over-quarter.
- 8 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2016 and 5 closed out, a net change of +3 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2016 was Ancora Advisors, an estimated $1.37M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2016 was Invesco, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2016.