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EOT

Eaton Vance National Municipal Opportunities Trust
EOT

34 hedge funds and large institutions have $31M invested in Eaton Vance National Municipal Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

0.71% more ownership

Funds ownership: 9.73% → 10.45% (+0.71%)

6% less funds holding

Funds holding: 36 → 34 (-2)

7% less capital invested

Capital invested by funds: $33.4M → $31M (-$2.44M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$908K
2
GC
Guggenheim Capital
Illinois
+$667K
3
WAM
Wolverine Asset Management
Illinois
+$388K
4
1CP
1607 Capital Partners
Virginia
+$296K
5
VanEck Associates
VanEck Associates
New York
+$267K

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$231K
2
Morgan Stanley
Morgan Stanley
New York
-$214K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$210K
4
Osaic Holdings
Osaic Holdings
Arizona
-$119K
5
DWA
Delos Wealth Advisors
Texas
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.05M +$41.1K +2,033 +0.8%
Ameriprise
2
Ameriprise
Minnesota
$4.93M +$908K +44,921 +21%
Morgan Stanley
3
Morgan Stanley
New York
$3.66M -$214K -10,583 -5%
GC
4
Guggenheim Capital
Illinois
$2.31M +$667K +32,987 +37%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.07M +$77.9K +3,853 +4%
RJA
6
Raymond James & Associates
Florida
$1.79M +$98.3K +4,862 +5%
VanEck Associates
7
VanEck Associates
New York
$1.28M +$267K +13,210 +24%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.14M +$52.2K +2,582 +5%
AFS
9
Access Financial Services
Minnesota
$1.08M – – –
Wells Fargo
10
Wells Fargo
California
$1.07M +$177K +8,742 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$869K +$28.3K +1,400 +3%
UBS Group
12
UBS Group
Switzerland
$856K +$74.6K +3,691 +9%
LPL Financial
13
LPL Financial
California
$725K -$74K -3,662 -9%
AA
14
Ancora Advisors
Ohio
$615K – – –
PFS
15
Prospera Financial Services
Texas
$481K +$26.1K +1,289 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$477K – – –
MC
17
Moors & Cabot
Massachusetts
$408K +$50.5K +2,500 +13%
WAM
18
Wolverine Asset Management
Illinois
$365K +$388K +19,211 New
UCFA
19
United Capital Financial Advisors
Texas
$287K -$30.2K -1,496 -9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$285K +$32.4K +1,600 +12%
1CP
21
1607 Capital Partners
Virginia
$279K +$296K +14,660 New
HSA
22
HBK Sorce Advisory
Pennsylvania
$200K – – –
MA
23
Mutual Advisors
Nebraska
$191K – – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$139K – – –
OA
25
Operose Advisors
Wisconsin
$95K – – –
1
2

EOT Hedge Fund Activity: Q1 2022 in Review

34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2022, worth a combined $31M — down 7.3% from $33.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EOT and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 15 added.

The largest buyer was Ameriprise, adding an estimated $908K. The largest seller was Evoke Wealth, exiting entirely with an estimated $231K sold.

  • 34 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2022, down from 36 in Q4 2021.
  • Funds reported $31M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2022, down 7.3% quarter-over-quarter.
  • 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2022 and 5 closed out, a net change of -2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2022 was Ameriprise, an estimated $908K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2022 was Evoke Wealth, an estimated $231K sold.

Based on aggregated 13F filings for Q1 2022.