Eaton Vance National Municipal Opportunities Trust
EOT
33 hedge funds and large institutions have $31.7M invested in Eaton Vance National Municipal Opportunities Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 12 closing their positions.
2% more capital invested
Capital invested by funds: $31M → $31.7M (+$720K)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
1.18% less ownership
Funds ownership: 11.01% → 9.83% (-1.2%)
21% less funds holding
Funds holding: 42 → 33 (-9)
75% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$712K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$429K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$416K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$292K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.14M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.1M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$768K |
| 4 |
Morgan Stanley
New York
|
-$647K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$493K |
EOT Hedge Fund Activity: Q1 2019 in Review
33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2019, worth a combined $31.7M — up 2.3% from $31M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EOT and 3 opened new positions — a net loss of 9 holders — while 11 trimmed existing stakes and 10 added.
The largest buyer was Wells Fargo, adding an estimated $712K. The largest seller was Landscape Capital Management, exiting entirely with an estimated $1.14M sold.
- 33 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2019, down from 42 in Q4 2018.
- Funds reported $31.7M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2019, up 2.3% quarter-over-quarter.
- 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2019 and 12 closed out, a net change of -9 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2019 was Wells Fargo, an estimated $712K added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2019 was Landscape Capital Management, an estimated $1.14M sold.
Based on aggregated 13F filings for Q1 2019.