We are live on ! Find out more
EOT

Eaton Vance National Municipal Opportunities Trust

29 hedge funds and large institutions have $29M invested in Eaton Vance National Municipal Opportunities Trust in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

0.03% more ownership

Funds ownership: 8.59%8.62% (+0.03%)

2% less capital invested

Capital invested by funds: $29.6M → $29M (-$571K)

3% less funds holding

Funds holding: 3029 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
6
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
$10.2M -$448K -19,859 -4%
Morgan Stanley
2
Morgan Stanley
New York
$2.94M +$52.9K +2,341 +2%
Wells Fargo
3
Wells Fargo
California
$2.64M +$102K +4,517 +4%
Ameriprise
4
Ameriprise
Minnesota
$1.76M +$1.01M +44,721 +122%
RJA
5
Raymond James & Associates
Florida
$1.62M -$36.5K -1,618 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.22M -$18K -796 -1%
VanEck Associates
7
VanEck Associates
New York
$910K +$61.7K +2,731 +7%
UBS Group
8
UBS Group
Switzerland
$859K +$27.6K +1,222 +3%
UCFA
9
United Capital Financial Advisors
Texas
$801K +$881 +39 +0.1%
AA
10
Ancora Advisors
Ohio
$752K
LPL Financial
11
LPL Financial
California
$728K +$24.8K +1,098 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$701K -$62.6K -2,772 -8%
HighTower Advisors
13
HighTower Advisors
Illinois
$609K
PFO
14
Pathstone Family Office
New Jersey
$601K
GC
15
Guggenheim Capital
Illinois
$373K -$2.19K -97 -0.6%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$306K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$292K -$56.5K -2,500 -16%
MA
18
Mutual Advisors
Nebraska
$276K +$62.1K +2,750 +28%
NA
19
NewEdge Advisors
Louisiana
$269K
WAM
20
Wolverine Asset Management
Illinois
$246K +$257K +11,379 New
HSA
21
HBK Sorce Advisory
Pennsylvania
$227K
EW
22
Evoke Wealth
California
$226K
1W
23
1776 Wealth
Georgia
$159K +$167K +7,384 New
AG
24
Advisor Group
Arizona
$140K +$2.19K +97 +2%
Citigroup
25
Citigroup
New York
$97K +$79K +3,500 +350%

EOT Hedge Fund Activity: Q4 2019 in Review

29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2019, worth a combined $29M — down 1.9% from $29.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EOT and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.

The largest buyer was Ameriprise, adding an estimated $1.01M. The largest seller was Bank of America, cutting an estimated $448K.

  • 29 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2019, down from 30 in Q3 2019.
  • Funds reported $29M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2019, down 1.9% quarter-over-quarter.
  • 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2019 and 5 closed out, a net change of -1 holder.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2019 was Ameriprise, an estimated $1.01M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2019 was Bank of America, an estimated $448K sold.

Based on aggregated 13F filings for Q4 2019.