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EOT

Eaton Vance National Municipal Opportunities Trust

28 hedge funds and large institutions have $27.8M invested in Eaton Vance National Municipal Opportunities Trust in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

0.74% less ownership

Funds ownership: 9.79%9.04% (-0.74%)

6% less capital invested

Capital invested by funds: $29.5M → $27.8M (-$1.7M)

20% less funds holding

Funds holding: 3528 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
28
Holders Change
-7
Holders Change %
-20%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
7
Closed
10
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
$7.81M -$1.26M -62,028 -14%
Ameriprise
2
Ameriprise
Minnesota
$2.87M +$183K +8,999 +7%
Morgan Stanley
3
Morgan Stanley
New York
$2.46M +$161K +7,940 +7%
KAS
4
Kestra Advisory Services
Texas
$1.62M +$1.64M +80,840 New
Wells Fargo
5
Wells Fargo
California
$1.53M +$4.12K +203 +0.3%
1CP
6
1607 Capital Partners
Virginia
$1.48M -$115K -5,664 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.35M +$142K +7,015 +12%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.3M +$1.32M +64,959 New
VanEck Associates
9
VanEck Associates
New York
$1.26M -$81.1K -3,997 -6%
UBS Group
10
UBS Group
Switzerland
$816K +$20.8K +1,025 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$676K +$34K +1,678 +5%
LPL Financial
12
LPL Financial
California
$660K +$203 +10 +0%
AA
13
Ancora Advisors
Ohio
$607K -$90.3K -4,450 -13%
UCFA
14
United Capital Financial Advisors
Texas
$537K
HighTower Advisors
15
HighTower Advisors
Illinois
$475K
BFEC
16
Benjamin F. Edwards & Company
Missouri
$438K -$1.32K -65 -0.3%
GC
17
Guggenheim Capital
Illinois
$325K -$6.57K -324 -2%
NA
18
NewEdge Advisors
Louisiana
$290K
RJA
19
Raymond James & Associates
Florida
$231K -$1.19M -58,593 -84%
HSA
20
HBK Sorce Advisory
Pennsylvania
$210K
EW
21
Evoke Wealth
California
$209K
MA
22
Mutual Advisors
Nebraska
$200K
Osaic Holdings
23
Osaic Holdings
Arizona
$164K +$20 +1 +0%
Citigroup
24
Citigroup
New York
$90K
PFO
25
Pathstone Family Office
New Jersey
$56K

EOT Hedge Fund Activity: Q3 2020 in Review

28 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2020, worth a combined $27.8M — down 5.8% from $29.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EOT and 3 opened new positions — a net loss of 7 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $1.32M. The largest seller was Bank of America, cutting an estimated $1.26M.

  • 28 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2020, down from 35 in Q2 2020.
  • Funds reported $27.8M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2020, down 5.8% quarter-over-quarter.
  • 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2020 and 10 closed out, a net change of -7 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2020 was Baird Financial Group, an estimated $1.32M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2020 was Bank of America, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2020.