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EOT

Eaton Vance National Municipal Opportunities Trust

38 hedge funds and large institutions have $35.1M invested in Eaton Vance National Municipal Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $31M → $35.1M (+$4.14M)

12% more funds holding

Funds holding: 3438 (+4)

2.1% more ownership

Funds ownership: 10.45%12.54% (+2.1%)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.8M +$6.46M +365,307 +2,492%
Bank of America
2
Bank of America
North Carolina
$4.43M -$312K -17,651 -7%
Morgan Stanley
3
Morgan Stanley
New York
$3.45M +$8.63K +488 +0.3%
GC
4
Guggenheim Capital
Illinois
$3.16M +$981K +55,440 +46%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.01M +$67K +3,789 +3%
RJA
6
Raymond James & Associates
Florida
$1.68M +$2.48K +140 +0.1%
VanEck Associates
7
VanEck Associates
New York
$1.28M +$76.1K +4,302 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.26M +$189K +10,686 +18%
Wells Fargo
9
Wells Fargo
California
$1.21M +$205K +11,575 +21%
LPL Financial
10
LPL Financial
California
$1.02M +$336K +18,999 +50%
UBS Group
11
UBS Group
Switzerland
$968K +$162K +9,145 +20%
AFS
12
Access Financial Services
Minnesota
$937K -$74K -4,182 -7%
WAM
13
Wolverine Asset Management
Illinois
$892K +$543K +30,704 +160%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$737K -$78.4K -4,433 -10%
Ameriprise
15
Ameriprise
Minnesota
$726K -$3.85M -217,448 -84%
KIM
16
Karpus Investment Management
New York
$677K +$669K +37,816 New
AA
17
Ancora Advisors
Ohio
$577K
MC
18
Moors & Cabot
Massachusetts
$535K +$150K +8,500 +40%
PFS
19
Prospera Financial Services
Texas
$461K +$8.79K +497 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$449K
UCFA
21
United Capital Financial Advisors
Texas
$269K
LCM
22
Landscape Capital Management
New Jersey
$250K +$247K +13,962 New
H6H
23
Hightower 6M Holding
Kansas
$245K +$243K +13,714 New
KMWM
24
Keudell/Morrison Wealth Management
Oregon
$209K +$207K +11,702 New
DAS
25
Dynamic Advisor Solutions
Arizona
$181K +$179K +10,110 New

EOT Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2022, worth a combined $35.1M — up 13% from $31M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EOT positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $6.46M. The largest seller was Ameriprise, cutting an estimated $3.85M.

  • 38 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $35.1M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2022, up 13% quarter-over-quarter.
  • 9 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2022 and 5 closed out, a net change of +4 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2022 was 1607 Capital Partners, an estimated $6.46M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2022 was Ameriprise, an estimated $3.85M sold.

Based on aggregated 13F filings for Q2 2022.