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EOT

Eaton Vance National Municipal Opportunities Trust

32 hedge funds and large institutions have $39.2M invested in Eaton Vance National Municipal Opportunities Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

14% more funds holding

Funds holding: 2832 (+4)

0.72% less ownership

Funds ownership: 12.46%11.74% (-0.72%)

4% less capital invested

Capital invested by funds: $40.8M → $39.2M (-$1.7M)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
10
Closed
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
$16.5M +$1.15M +52,319 +7%
Morgan Stanley
2
Morgan Stanley
New York
$3.26M -$155K -7,088 -5%
Invesco
3
Invesco
Georgia
$2.92M -$1.79M -81,724 -38%
Wells Fargo
4
Wells Fargo
California
$2.77M -$1.33M -60,869 -32%
FFA
5
First Foundation Advisors
California
$1.52M
UCFA
6
United Capital Financial Advisors
Texas
$1.19M -$119K -5,444 -9%
AA
7
Ancora Advisors
Ohio
$1.14M -$264K -12,032 -19%
CIA
8
Capital Investment Advisors
Georgia
$1.04M -$27.4K -1,250 -3%
UBS Group
9
UBS Group
Switzerland
$1.03M +$41.4K +1,889 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$956K +$139K +6,328 +17%
First Trust Advisors
11
First Trust Advisors
Illinois
$918K +$90.2K +4,117 +11%
RJA
12
Raymond James & Associates
Florida
$877K +$22.4K +1,023 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$806K -$215K -9,800 -21%
LPL Financial
14
LPL Financial
California
$707K -$497K -22,679 -41%
VanEck Associates
15
VanEck Associates
New York
$626K +$70.2K +3,203 +13%
HighTower Advisors
16
HighTower Advisors
Illinois
$618K
Ameriprise
17
Ameriprise
Minnesota
$365K +$65.4K +2,983 +22%
Citigroup
18
Citigroup
New York
$342K +$3.99K +182 +1%
CCM
19
Coldstream Capital Management
Washington
$242K +$263 +12 +0.1%
AG
20
Advisor Group
Arizona
$233K +$7.05K +322 +3%
Stifel Financial
21
Stifel Financial
Missouri
$231K -$48.7K -2,221 -17%
OIA
22
OneDigital Investment Advisors
Kansas
$206K +$206K +9,400 New
SEI Investments
23
SEI Investments
Pennsylvania
$161K +$161K +7,370 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$101K
Creative Planning
25
Creative Planning
Kansas
$83K

EOT Hedge Fund Activity: Q2 2017 in Review

32 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2017, worth a combined $39.2M — down 4.1% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EOT positions and 0 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $1.15M. The largest seller was Invesco, cutting an estimated $1.79M.

  • 32 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2017, up from 28 in Q1 2017.
  • Funds reported $39.2M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2017, down 4.1% quarter-over-quarter.
  • 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2017 and 0 closed out, a net change of +4 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2017 was Bank of America, an estimated $1.15M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2017 was Invesco, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2017.