Eaton Vance National Municipal Opportunities Trust
EOT
36 hedge funds and large institutions have $33.4M invested in Eaton Vance National Municipal Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
6% more funds holding
Funds holding: 34 → 36 (+2)
0.3% less ownership
Funds ownership: 10.03% → 9.73% (-0.3%)
9% less capital invested
Capital invested by funds: $36.6M → $33.4M (-$3.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.13M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$169K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$157K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$132K |
| 5 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.54M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$528K |
| 3 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$261K |
| 4 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$207K |
| 5 |
VanEck Associates
New York
|
-$100K |
EOT Hedge Fund Activity: Q4 2021 in Review
36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2021, worth a combined $33.4M — down 8.7% from $36.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EOT positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.13M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.54M sold.
- 36 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2021, up from 34 in Q3 2021.
- Funds reported $33.4M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2021, down 8.7% quarter-over-quarter.
- 5 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2021 and 3 closed out, a net change of +2 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2021 was Ameriprise, an estimated $1.13M added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2021.