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EOT

Eaton Vance National Municipal Opportunities Trust

35 hedge funds and large institutions have $33.5M invested in Eaton Vance National Municipal Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 3335 (+2)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.52% less ownership

Funds ownership: 10.21%9.69% (-0.52%)

5% less capital invested

Capital invested by funds: $35.2M → $33.5M (-$1.73M)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
11
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
$6.95M -$2.09M -92,883 -23%
Morgan Stanley
2
Morgan Stanley
New York
$4.31M -$62.5K -2,777 -1%
Ameriprise
3
Ameriprise
Minnesota
$3.27M +$178K +7,891 +6%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.38M +$7.68K +341 +0.3%
KAS
5
Kestra Advisory Services
Texas
$1.73M +$4.68K +208 +0.3%
RJA
6
Raymond James & Associates
Florida
$1.72M +$236K +10,489 +16%
AFS
7
Access Financial Services
Minnesota
$1.55M +$10.1K +450 +0.7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.33M +$123K +5,460 +10%
VanEck Associates
9
VanEck Associates
New York
$1.17M -$207K -9,195 -15%
GC
10
Guggenheim Capital
Illinois
$1.11M -$19.7K -875 -2%
Wells Fargo
11
Wells Fargo
California
$1.08M -$62.5K -2,775 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.08M -$1.78K -79 -0.2%
LPL Financial
13
LPL Financial
California
$851K +$26.8K +1,191 +3%
UBS Group
14
UBS Group
Switzerland
$722K -$258K -11,457 -26%
AA
15
Ancora Advisors
Ohio
$660K
HighTower Advisors
16
HighTower Advisors
Illinois
$594K
PFS
17
Prospera Financial Services
Texas
$484K +$106K +4,694 +28%
UCFA
18
United Capital Financial Advisors
Texas
$465K -$15.5K -690 -3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$287K +$33.2K +1,475 +13%
MC
20
Moors & Cabot
Massachusetts
$257K +$257K +11,400 New
HSA
21
HBK Sorce Advisory
Pennsylvania
$237K
EW
22
Evoke Wealth
California
$236K
MA
23
Mutual Advisors
Nebraska
$225K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$201K +$201K +8,947 New
Osaic Holdings
25
Osaic Holdings
Arizona
$168K -$17.7K -788 -10%

EOT Hedge Fund Activity: Q2 2021 in Review

35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2021, worth a combined $33.5M — down 4.9% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EOT positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Moors & Cabot, opening a new position worth an estimated $257K. The largest seller was Bank of America, cutting an estimated $2.09M.

  • 35 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2021, up from 33 in Q1 2021.
  • Funds reported $33.5M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2021, down 4.9% quarter-over-quarter.
  • 4 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2021 and 2 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2021 was Moors & Cabot, an estimated $257K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2021 was Bank of America, an estimated $2.09M sold.

Based on aggregated 13F filings for Q2 2021.