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EOT

Eaton Vance National Municipal Opportunities Trust

35 hedge funds and large institutions have $29.5M invested in Eaton Vance National Municipal Opportunities Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

25% more funds holding

Funds holding: 2835 (+7)

9% more capital invested

Capital invested by funds: $27.1M → $29.5M (+$2.4M)

0.73% more ownership

Funds ownership: 9.05%9.79% (+0.73%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
10
Closed
3
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
$8.87M -$730K -38,816 -8%
Ameriprise
2
Ameriprise
Minnesota
$2.64M +$404K +21,485 +19%
Morgan Stanley
3
Morgan Stanley
New York
$2.25M -$236K -12,567 -10%
1CP
4
1607 Capital Partners
Virginia
$1.56M +$323K +17,157 +28%
Wells Fargo
5
Wells Fargo
California
$1.49M -$653K -34,695 -31%
RJA
6
Raymond James & Associates
Florida
$1.38M -$45.6K -2,424 -3%
VanEck Associates
7
VanEck Associates
New York
$1.31M +$428K +22,763 +52%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.19M +$156K +8,271 +16%
UBS Group
9
UBS Group
Switzerland
$780K +$1.34K +71 +0.2%
AA
10
Ancora Advisors
Ohio
$682K
LPL Financial
11
LPL Financial
California
$647K -$1.69K -90 -0.3%
ACA
12
Ackerman Capital Advisors
Texas
$640K +$613K +32,556 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$630K -$23.8K -1,266 -4%
Walleye Capital
14
Walleye Capital
New York
$551K +$527K +28,021 New
UCFA
15
United Capital Financial Advisors
Texas
$527K -$67.8K -3,601 -12%
LCM
16
Landscape Capital Management
New Jersey
$504K +$483K +25,663 New
HighTower Advisors
17
HighTower Advisors
Illinois
$466K
WAM
18
Wolverine Asset Management
Illinois
$445K +$336K +17,884 +373%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$431K +$413K +21,925 New
AA
20
AQR Arbitrage
Connecticut
$328K +$314K +16,701 New
GC
21
Guggenheim Capital
Illinois
$325K -$1.49K -79 -0.5%
Walleye Trading
22
Walleye Trading
New York
$286K +$274K +14,541 New
NA
23
NewEdge Advisors
Louisiana
$284K +$37.6K +2,000 +16%
HSA
24
HBK Sorce Advisory
Pennsylvania
$206K
EW
25
Evoke Wealth
California
$205K

EOT Hedge Fund Activity: Q2 2020 in Review

35 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2020, worth a combined $29.5M — up 8.9% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EOT positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Ackerman Capital Advisors, opening a new position worth an estimated $613K. The largest seller was Bank of America, cutting an estimated $730K.

  • 35 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2020, up from 28 in Q1 2020.
  • Funds reported $29.5M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2020, up 8.9% quarter-over-quarter.
  • 10 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2020 and 3 closed out, a net change of +7 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2020 was Ackerman Capital Advisors, an estimated $613K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2020 was Bank of America, an estimated $730K sold.

Based on aggregated 13F filings for Q2 2020.