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EOT

Eaton Vance National Municipal Opportunities Trust

35 hedge funds and large institutions have $40.9M invested in Eaton Vance National Municipal Opportunities Trust in 2017 Q3 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.

New
Increased
Maintained
Reduced
Closed

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

9% more funds holding

Funds holding: 3235 (+3)

5% more capital invested

Capital invested by funds: $39.2M → $40.9M (+$1.77M)

0.1% more ownership

Funds ownership: 11.74%11.85% (+0.1%)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
10
Closed
5
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
$17.4M +$302K +13,433 +2%
Morgan Stanley
2
Morgan Stanley
New York
$3.73M +$340K +15,122 +10%
Wells Fargo
3
Wells Fargo
California
$2.34M -$523K -23,264 -18%
Invesco
4
Invesco
Georgia
$1.89M -$1.13M -50,306 -38%
FFA
5
First Foundation Advisors
California
$1.44M -$132K -5,887 -8%
UCFA
6
United Capital Financial Advisors
Texas
$1.35M +$118K +5,239 +10%
UBS Group
7
UBS Group
Switzerland
$1.32M +$248K +11,040 +24%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.24M +$241K +10,746 +25%
CIA
9
Capital Investment Advisors
Georgia
$1.04M -$38.2K -1,700 -4%
First Trust Advisors
10
First Trust Advisors
Illinois
$999K +$47.9K +2,132 +5%
GC
11
Guggenheim Capital
Illinois
$891K +$882K +39,267 New
RJA
12
Raymond James & Associates
Florida
$885K -$22.9K -1,021 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$827K -$7.77K -346 -0.9%
LPL Financial
14
LPL Financial
California
$739K +$5.68K +253 +0.8%
HighTower Advisors
15
HighTower Advisors
Illinois
$640K
VanEck Associates
16
VanEck Associates
New York
$604K -$43.8K -1,949 -7%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$430K +$426K +18,940 New
AA
18
Ancora Advisors
Ohio
$423K -$755K -33,583 -64%
Ameriprise
19
Ameriprise
Minnesota
$378K
Citigroup
20
Citigroup
New York
$358K +$4.04K +180 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$357K +$353K +15,727 New
AAM
22
Advisors Asset Management
Colorado
$307K +$258K +11,497 +567%
AG
23
Advisor Group
Arizona
$241K
Stifel Financial
24
Stifel Financial
Missouri
$221K -$19.1K -851 -8%
OIA
25
OneDigital Investment Advisors
Kansas
$213K

EOT Hedge Fund Activity: Q3 2017 in Review

35 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2017, worth a combined $40.9M — up 4.5% from $39.2M 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 Guggenheim Capital, opening a new position worth an estimated $882K. The largest seller was Invesco, cutting an estimated $1.13M.

  • 35 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2017, up from 32 in Q2 2017.
  • Funds reported $40.9M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2017 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2017 was Guggenheim Capital, an estimated $882K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2017 was Invesco, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2017.