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EOT

Eaton Vance National Municipal Opportunities Trust

33 hedge funds and large institutions have $32.7M invested in Eaton Vance National Municipal Opportunities Trust in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 11.49%10.52% (-0.98%)

10% less capital invested

Capital invested by funds: $36.2M → $32.7M (-$3.44M)

15% less funds holding

Funds holding: 3933 (-6)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
13
Closed
9
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
$13.7M -$680K -33,369 -5%
Morgan Stanley
2
Morgan Stanley
New York
$3.19M -$241K -11,852 -7%
Wells Fargo
3
Wells Fargo
California
$2.36M -$328K -16,121 -12%
UCFA
4
United Capital Financial Advisors
Texas
$1.37M -$419K -20,561 -23%
FFA
5
First Foundation Advisors
California
$1.2M -$135K -6,622 -10%
GC
6
Guggenheim Capital
Illinois
$1.06M -$42.8K -2,100 -4%
CIA
7
Capital Investment Advisors
Georgia
$916K +$5.2K +255 +0.6%
First Trust Advisors
8
First Trust Advisors
Illinois
$913K +$4.81K +236 +0.5%
LPL Financial
9
LPL Financial
California
$833K +$27.7K +1,358 +3%
Ameriprise
10
Ameriprise
Minnesota
$756K +$306K +15,005 +68%
UBS Group
11
UBS Group
Switzerland
$666K -$64.3K -3,155 -9%
VanEck Associates
12
VanEck Associates
New York
$666K +$174K +8,544 +36%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$608K -$31.1K -1,526 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$589K -$171K -8,398 -23%
HighTower Advisors
15
HighTower Advisors
Illinois
$575K
RJA
16
Raymond James & Associates
Florida
$389K -$198K -9,705 -34%
AA
17
Ancora Advisors
Ohio
$381K
Stifel Financial
18
Stifel Financial
Missouri
$337K +$9.98K +490 +3%
Citigroup
19
Citigroup
New York
$336K +$4.22K +207 +1%
CRC
20
Curi RMB Capital
Illinois
$299K +$298K +14,626 New
AAM
21
Advisors Asset Management
Colorado
$262K -$8.86K -435 -3%
HSA
22
HBK Sorce Advisory
Pennsylvania
$225K
MA
23
Mutual Advisors
Nebraska
$204K
AG
24
Advisor Group
Arizona
$203K +$82 +4 +0%
MWM
25
Mascoma Wealth Management
New Hampshire
$193K +$20.4K +1,000 +12%

EOT Hedge Fund Activity: Q2 2018 in Review

33 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2018, worth a combined $32.7M — down 9.5% from $36.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EOT and 3 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was Ameriprise, adding an estimated $306K. The largest seller was Bank of America, cutting an estimated $680K.

  • 33 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2018, down from 39 in Q1 2018.
  • Funds reported $32.7M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2018, down 9.5% quarter-over-quarter.
  • 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2018 and 9 closed out, a net change of -6 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2018 was Ameriprise, an estimated $306K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2018 was Bank of America, an estimated $680K sold.

Based on aggregated 13F filings for Q2 2018.