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EOT

Eaton Vance National Municipal Opportunities Trust

34 hedge funds and large institutions have $36.6M invested in Eaton Vance National Municipal Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $33.5M → $36.6M (+$3.1M)

0.34% more ownership

Funds ownership: 9.69%10.03% (+0.34%)

3% less funds holding

Funds holding: 3534 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
11
Closed
4
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
$6.78M -$507K -22,025 -7%
Morgan Stanley
2
Morgan Stanley
New York
$4.85M +$315K +13,672 +7%
Ameriprise
3
Ameriprise
Minnesota
$3.87M +$419K +18,198 +13%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.5M -$622 -27 -0%
RJA
5
Raymond James & Associates
Florida
$1.93M +$121K +5,257 +7%
GC
6
Guggenheim Capital
Illinois
$1.93M +$740K +32,123 +65%
AFS
7
Access Financial Services
Minnesota
$1.61M -$23.3K -1,010 -1%
KAS
8
Kestra Advisory Services
Texas
$1.54M -$267K -11,572 -15%
VanEck Associates
9
VanEck Associates
New York
$1.39M +$157K +6,825 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.38M -$16.5K -717 -1%
Wells Fargo
11
Wells Fargo
California
$1.06M -$76.7K -3,331 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.04M -$90.1K -3,912 -8%
LPL Financial
13
LPL Financial
California
$985K +$89.4K +3,882 +10%
UBS Group
14
UBS Group
Switzerland
$840K +$80.1K +3,479 +11%
AA
15
Ancora Advisors
Ohio
$764K +$69.1K +3,000 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
$608K -$10.1K -440 -2%
PFS
17
Prospera Financial Services
Texas
$517K +$9.21K +400 +2%
UCFA
18
United Capital Financial Advisors
Texas
$467K -$20.8K -903 -4%
MC
19
Moors & Cabot
Massachusetts
$389K +$115K +5,000 +44%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$329K +$26.8K +1,165 +9%
HSA
21
HBK Sorce Advisory
Pennsylvania
$248K
EW
22
Evoke Wealth
California
$247K
MA
23
Mutual Advisors
Nebraska
$237K
1W
24
1776 Wealth
Georgia
$207K +$201K +8,729 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$200K -$11K -479 -5%

EOT Hedge Fund Activity: Q3 2021 in Review

34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2021, worth a combined $36.6M — up 9.2% from $33.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EOT and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 14 added.

The largest buyer was Guggenheim Capital, adding an estimated $740K. The largest seller was Bank of America, cutting an estimated $507K.

  • 34 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2021, down from 35 in Q2 2021.
  • Funds reported $36.6M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2021, up 9.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2021 was Guggenheim Capital, an estimated $740K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2021 was Bank of America, an estimated $507K sold.

Based on aggregated 13F filings for Q3 2021.