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EOT

Eaton Vance National Municipal Opportunities Trust

28 hedge funds and large institutions have $27.1M invested in Eaton Vance National Municipal Opportunities Trust in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0.43% more ownership

Funds ownership: 8.62%9.05% (+0.43%)

3% less funds holding

Funds holding: 2928 (-1)

7% less capital invested

Capital invested by funds: $29M → $27.1M (-$1.94M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
2
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
$9.56M +$414K +19,311 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.48M -$183K -8,554 -6%
Ameriprise
3
Ameriprise
Minnesota
$2.2M +$674K +31,467 +39%
Wells Fargo
4
Wells Fargo
California
$2.16M -$240K -11,223 -9%
RJA
5
Raymond James & Associates
Florida
$1.42M -$47.5K -2,216 -3%
1CP
6
1607 Capital Partners
Virginia
$1.22M +$1.33M +62,300 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.02M -$86.3K -4,027 -7%
VanEck Associates
8
VanEck Associates
New York
$856K +$39.4K +1,839 +4%
UBS Group
9
UBS Group
Switzerland
$772K -$1.59K -74 -0.2%
AA
10
Ancora Advisors
Ohio
$677K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$650K +$19.9K +927 +3%
LPL Financial
12
LPL Financial
California
$644K -$13K -606 -2%
UCFA
13
United Capital Financial Advisors
Texas
$593K -$141K -6,577 -18%
HighTower Advisors
14
HighTower Advisors
Illinois
$464K -$95.5K -4,459 -16%
1W
15
1776 Wealth
Georgia
$341K +$201K +9,384 +127%
GC
16
Guggenheim Capital
Illinois
$324K -$13K -606 -4%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$310K +$37.5K +1,750 +12%
MA
18
Mutual Advisors
Nebraska
$274K +$27.9K +1,300 +10%
NA
19
NewEdge Advisors
Louisiana
$243K
HSA
20
HBK Sorce Advisory
Pennsylvania
$205K
EW
21
Evoke Wealth
California
$204K
Osaic Holdings
22
Osaic Holdings
Arizona
$160K +$177K +8,242 New
WAM
23
Wolverine Asset Management
Illinois
$93K -$141K -6,586 -58%
Citigroup
24
Citigroup
New York
$88K
PFO
25
Pathstone Family Office
New Jersey
$54K

EOT Hedge Fund Activity: Q1 2020 in Review

28 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2020, worth a combined $27.1M — down 6.7% from $29M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EOT positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $1.33M. The largest seller was Wells Fargo, cutting an estimated $240K.

  • 28 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2020, down from 29 in Q4 2019.
  • Funds reported $27.1M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2020, down 6.7% quarter-over-quarter.
  • 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2020 and 2 closed out, a net change of +1 holder.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2020 was 1607 Capital Partners, an estimated $1.33M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2020 was Wells Fargo, an estimated $240K sold.

Based on aggregated 13F filings for Q1 2020.