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EOT

Eaton Vance National Municipal Opportunities Trust

42 hedge funds and large institutions have $31M invested in Eaton Vance National Municipal Opportunities Trust in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

24% more funds holding

Funds holding: 3442 (+8)

0.23% more ownership

Funds ownership: 10.78%11.01% (+0.23%)

12% less capital invested

Capital invested by funds: $35.3M → $31M (-$4.33M)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
17
Closed
4
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
$10.4M -$1.6M -80,342 -13%
Morgan Stanley
2
Morgan Stanley
New York
$3.02M +$154K +7,737 +5%
Wells Fargo
3
Wells Fargo
California
$1.92M -$714K -35,801 -26%
UCFA
4
United Capital Financial Advisors
Texas
$1.22M -$29.6K -1,483 -2%
LCM
5
Landscape Capital Management
New Jersey
$1.14M +$1.22M +61,236 New
1CP
6
1607 Capital Partners
Virginia
$1.1M +$1.18M +59,200 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.01M +$3.99K +200 +0.4%
GC
8
Guggenheim Capital
Illinois
$1.01M +$66.7K +3,348 +7%
CIA
9
Capital Investment Advisors
Georgia
$768K -$13.2K -660 -2%
Ameriprise
10
Ameriprise
Minnesota
$727K -$322K -16,169 -29%
UBS Group
11
UBS Group
Switzerland
$724K +$103K +5,162 +15%
AA
12
Ancora Advisors
Ohio
$645K +$321K +16,080 +86%
VanEck Associates
13
VanEck Associates
New York
$631K +$104K +5,205 +18%
LPL Financial
14
LPL Financial
California
$618K -$56.5K -2,833 -8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$586K -$22.5K -1,131 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$524K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$493K +$533K +26,732 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$412K -$110K -5,500 -20%
First Trust Advisors
19
First Trust Advisors
Illinois
$404K -$172K -8,643 -28%
Invesco
20
Invesco
Georgia
$357K +$36.9K +1,853 +11%
FFA
21
First Foundation Advisors
California
$325K -$562K -28,210 -62%
RJA
22
Raymond James & Associates
Florida
$320K -$76.9K -3,860 -18%
WAM
23
Weiss Asset Management
Massachusetts
$306K +$329K +16,488 New
DA
24
Doliver Advisors
Texas
$301K +$322K +16,174 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$267K +$279K +14,000 +3,665%

EOT Hedge Fund Activity: Q4 2018 in Review

42 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2018, worth a combined $31M — down 12% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EOT positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 17 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $1.22M. The largest seller was Bank of America, cutting an estimated $1.6M.

  • 42 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2018, up from 34 in Q3 2018.
  • Funds reported $31M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2018, down 12% quarter-over-quarter.
  • 12 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2018 and 4 closed out, a net change of +8 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2018 was Landscape Capital Management, an estimated $1.22M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2018 was Bank of America, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2018.