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EOT

Eaton Vance National Municipal Opportunities Trust

33 hedge funds and large institutions have $35.2M invested in Eaton Vance National Municipal Opportunities Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $30.9M → $35.2M (+$4.3M)

0.36% more ownership

Funds ownership: 9.85%10.21% (+0.36%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less funds holding

Funds holding: 3433 (-1)

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
6
Closed
8
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
$9.03M +$368K +17,190 +4%
Morgan Stanley
2
Morgan Stanley
New York
$4.37M -$214K -10,004 -5%
Ameriprise
3
Ameriprise
Minnesota
$3.09M +$34.1K +1,594 +1%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.37M +$848K +39,593 +60%
KAS
5
Kestra Advisory Services
Texas
$1.72M -$591K -27,604 -27%
AFS
6
Access Financial Services
Minnesota
$1.54M +$1.47M +68,512 New
RJA
7
Raymond James & Associates
Florida
$1.48M +$1.07M +49,935 +313%
VanEck Associates
8
VanEck Associates
New York
$1.37M +$224K +10,452 +21%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.2M +$375K +17,530 +49%
Wells Fargo
10
Wells Fargo
California
$1.15M -$677K -31,589 -38%
GC
11
Guggenheim Capital
Illinois
$1.13M +$322K +15,053 +43%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.08M -$186K -8,667 -15%
UBS Group
13
UBS Group
Switzerland
$978K +$45K +2,099 +5%
LPL Financial
14
LPL Financial
California
$823K +$77.3K +3,609 +11%
AA
15
Ancora Advisors
Ohio
$659K -$21.4K -1,000 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$593K
UCFA
17
United Capital Financial Advisors
Texas
$480K -$7.73K -361 -2%
PFS
18
Prospera Financial Services
Texas
$377K +$19.2K +897 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$254K +$242K +11,276 New
HSA
20
HBK Sorce Advisory
Pennsylvania
$236K
EW
21
Evoke Wealth
California
$235K
MA
22
Mutual Advisors
Nebraska
$225K
1W
23
1776 Wealth
Georgia
$211K +$201K +9,384 New
Osaic Holdings
24
Osaic Holdings
Arizona
$186K +$21 +1 +0%
APA
25
American Portfolios Advisors
New York
$118K +$113K +5,257 New

EOT Hedge Fund Activity: Q1 2021 in Review

33 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2021, worth a combined $35.2M — up 14% from $30.9M a quarter earlier.

Fund positioning in EOT was balanced in Q1 2021: 8 funds opened new positions, 8 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Access Financial Services, opening a new position worth an estimated $1.47M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $971K sold.

  • 33 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2021, down from 34 in Q4 2020.
  • Funds reported $35.2M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2021, up 14% quarter-over-quarter.
  • 8 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2021 and 8 closed out, a net change of 0 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2021 was Access Financial Services, an estimated $1.47M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2021 was 1607 Capital Partners, an estimated $971K sold.

Based on aggregated 13F filings for Q1 2021.