We are live on ! Find out more
EOT

Eaton Vance National Municipal Opportunities Trust

33 hedge funds and large institutions have $33.8M invested in Eaton Vance National Municipal Opportunities Trust in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $31.7M → $33.8M (+$2.11M)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.1% less ownership

Funds ownership: 9.83%9.73% (-0.1%)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
8
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
$12.2M -$393K -17,636 -3%
Morgan Stanley
2
Morgan Stanley
New York
$3.1M +$108K +4,827 +4%
Wells Fargo
3
Wells Fargo
California
$2.82M -$308K -13,814 -10%
UCFA
4
United Capital Financial Advisors
Texas
$2.32M +$351K +15,727 +18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.96M +$261K +11,708 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.33M +$601K +26,925 +85%
GC
7
Guggenheim Capital
Illinois
$1.19M -$171K -7,674 -13%
UBS Group
8
UBS Group
Switzerland
$939K +$73.1K +3,275 +9%
VanEck Associates
9
VanEck Associates
New York
$817K -$124K -5,572 -13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$801K -$4.59K -206 -0.6%
AA
11
Ancora Advisors
Ohio
$790K
Ameriprise
12
Ameriprise
Minnesota
$770K -$61.6K -2,762 -8%
LPL Financial
13
LPL Financial
California
$642K +$21.4K +958 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$641K
RJA
15
Raymond James & Associates
Florida
$481K +$24.9K +1,118 +6%
Invesco
16
Invesco
Georgia
$434K -$178 -8 -0%
FFA
17
First Foundation Advisors
California
$398K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$392K +$71.9K +3,221 +23%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$321K
NA
20
NewEdge Advisors
Louisiana
$284K
HSA
21
HBK Sorce Advisory
Pennsylvania
$239K
MA
22
Mutual Advisors
Nebraska
$228K
Citigroup
23
Citigroup
New York
$188K +$184K +8,260 New
AG
24
Advisor Group
Arizona
$144K +$45 +2 +0%
BCI
25
Brinker Capital Investments
Pennsylvania
$87K +$85.7K +3,843 New

EOT Hedge Fund Activity: Q2 2019 in Review

33 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2019, worth a combined $33.8M — up 6.6% from $31.7M a quarter earlier.

Fund positioning in EOT was balanced in Q2 2019: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 8 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $601K. The largest seller was First Trust Advisors, exiting entirely with an estimated $445K sold.

  • 33 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $33.8M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2019, up 6.6% quarter-over-quarter.
  • 5 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2019 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2019 was Royal Bank of Canada, an estimated $601K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2019 was First Trust Advisors, an estimated $445K sold.

Based on aggregated 13F filings for Q2 2019.