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EOT

Eaton Vance National Municipal Opportunities Trust

39 hedge funds and large institutions have $42.9M invested in Eaton Vance National Municipal Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

29% more capital invested

Capital invested by funds: $33.2M → $42.9M (+$9.63M)

22% more funds holding

Funds holding: 3239 (+7)

3.58% more ownership

Funds ownership: 12.91%16.49% (+3.6%)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$8.27M +$1.4M +84,915 +20%
KIM
2
Karpus Investment Management
New York
$7.02M +$7.02M +427,368 New
GC
3
Guggenheim Capital
Illinois
$3.57M +$477K +29,016 +15%
Morgan Stanley
4
Morgan Stanley
New York
$2.9M -$176K -10,697 -6%
Ameriprise
5
Ameriprise
Minnesota
$2.81M +$2.54M +154,685 +901%
Bank of America
6
Bank of America
North Carolina
$2.77M -$1.07M -65,111 -28%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.37M +$658K +40,054 +39%
MWM
8
Melfa Wealth Management
Massachusetts
$1.57M +$1.57M +95,647 New
RJA
9
Raymond James & Associates
Florida
$1.54M -$1.67M -101,812 -52%
VanEck Associates
10
VanEck Associates
New York
$1.11M +$160K +9,740 +17%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$987K -$253K -15,383 -20%
LPL Financial
12
LPL Financial
California
$889K -$63.1K -3,838 -7%
UBS Group
13
UBS Group
Switzerland
$859K -$105K -6,412 -11%
Wells Fargo
14
Wells Fargo
California
$737K -$227K -13,809 -24%
KMWM
15
Keudell/Morrison Wealth Management
Oregon
$610K +$353K +21,465 +137%
PFO
16
Pathstone Family Office
New Jersey
$581K +$91.2K +5,552 New
MC
17
Moors & Cabot
Massachusetts
$518K -$49.3K -3,000 -9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$505K -$179K -10,863 -26%
Invesco
19
Invesco
Georgia
$489K +$245K +14,929 +101%
PFS
20
Prospera Financial Services
Texas
$381K -$110K -6,709 -22%
HighTower Advisors
21
HighTower Advisors
Illinois
$336K -$73.3K -4,459 -18%
AA
22
Ancora Advisors
Ohio
$320K -$210K -12,780 -40%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$299K +$3.02K +184 +1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$216K -$1.58M -95,851 -88%
Citadel Advisors
25
Citadel Advisors
Florida
$205K +$206K +12,506 New

EOT Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2022, worth a combined $42.9M — up 29% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EOT positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.02M. The largest seller was Raymond James & Associates, cutting an estimated $1.67M.

  • 39 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2022, up from 32 in Q3 2022.
  • Funds reported $42.9M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2022, up 29% quarter-over-quarter.
  • 8 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2022 and 1 closed out, a net change of +7 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $7.02M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2022 was Raymond James & Associates, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2022.