We are live on ! Find out more
EOT

Eaton Vance National Municipal Opportunities Trust

34 hedge funds and large institutions have $35.3M invested in Eaton Vance National Municipal Opportunities Trust in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $32.7M → $35.3M (+$2.56M)

3% more funds holding

Funds holding: 3334 (+1)

0.26% more ownership

Funds ownership: 10.52%10.78% (+0.26%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
12
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
$13.8M -$621K -28,883 -4%
Morgan Stanley
2
Morgan Stanley
New York
$3.33M -$27.9K -1,299 -0.8%
Wells Fargo
3
Wells Fargo
California
$2.99M +$508K +23,601 +20%
UCFA
4
United Capital Financial Advisors
Texas
$1.44M +$3.2K +149 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$1.19M +$394K +18,338 +50%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.16M +$1.16M +54,024 New
GC
7
Guggenheim Capital
Illinois
$1.09M -$19.6K -911 -2%
FFA
8
First Foundation Advisors
California
$982K -$283K -13,157 -22%
CIA
9
Capital Investment Advisors
Georgia
$903K -$60.1K -2,796 -6%
LPL Financial
10
LPL Financial
California
$776K -$100K -4,653 -11%
UBS Group
11
UBS Group
Switzerland
$727K +$27.2K +1,264 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$703K +$62.9K +2,923 +10%
First Trust Advisors
13
First Trust Advisors
Illinois
$653K -$308K -14,300 -32%
VanEck Associates
14
VanEck Associates
New York
$619K -$81.3K -3,782 -12%
HighTower Advisors
15
HighTower Advisors
Illinois
$607K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$594K -$24.7K -1,149 -4%
RJA
17
Raymond James & Associates
Florida
$453K +$43.2K +2,010 +11%
AA
18
Ancora Advisors
Ohio
$401K
Invesco
19
Invesco
Georgia
$373K +$373K +17,348 New
Citigroup
20
Citigroup
New York
$358K +$4.28K +199 +1%
Stifel Financial
21
Stifel Financial
Missouri
$319K -$33.6K -1,564 -10%
MWM
22
Mascoma Wealth Management
New Hampshire
$302K +$98.9K +4,600 +49%
AAM
23
Advisors Asset Management
Colorado
$270K -$4.73K -220 -2%
NA
24
NewEdge Advisors
Louisiana
$268K +$268K +12,457 New
HSA
25
HBK Sorce Advisory
Pennsylvania
$237K

EOT Hedge Fund Activity: Q3 2018 in Review

34 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2018, worth a combined $35.3M — up 7.8% from $32.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EOT positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.16M. The largest seller was Bank of America, cutting an estimated $621K.

  • 34 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2018, up from 33 in Q2 2018.
  • Funds reported $35.3M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2018, up 7.8% quarter-over-quarter.
  • 6 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2018 and 5 closed out, a net change of +1 holder.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.16M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2018 was Bank of America, an estimated $621K sold.

Based on aggregated 13F filings for Q3 2018.