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EOT

Eaton Vance National Municipal Opportunities Trust

35 hedge funds and large institutions have $43.7M invested in Eaton Vance National Municipal Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding

Funds holding: 3335 (+2)

0.01% less ownership

Funds ownership: 16.11%16.1% (-0.01%)

1% less capital invested

Capital invested by funds: $44.2M → $43.7M (-$540K)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
17
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$8.13M -$19.7K -1,123 -0.2%
GC
2
Guggenheim Capital
Illinois
$6.6M +$1.44M +82,105 +28%
Ameriprise
3
Ameriprise
Minnesota
$4.4M +$429K +24,471 +11%
KIM
4
Karpus Investment Management
New York
$3.97M -$1.74M -99,284 -30%
Bank of America
5
Bank of America
North Carolina
$2.6M -$138K -7,889 -5%
Morgan Stanley
6
Morgan Stanley
New York
$2.59M -$441K -25,138 -14%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.43M -$28.4K -1,616 -1%
MWM
8
Melfa Wealth Management
Massachusetts
$1.57M -$94.9K -5,407 -6%
RJA
9
Raymond James & Associates
Florida
$1.53M -$96.9K -5,521 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.11M -$193 -11 -0%
VanEck Associates
11
VanEck Associates
New York
$1.06M -$147K -8,359 -12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$901K +$411K +23,411 +82%
LPL Financial
13
LPL Financial
California
$879K -$34.4K -1,961 -4%
UBS Group
14
UBS Group
Switzerland
$703K -$2.63K -150 -0.4%
Wells Fargo
15
Wells Fargo
California
$691K +$16.4K +935 +2%
MC
16
Moors & Cabot
Massachusetts
$651K +$70.2K +4,000 +12%
KMWM
17
Keudell/Morrison Wealth Management
Oregon
$622K -$23K -1,311 -4%
Invesco
18
Invesco
Georgia
$527K -$9.63K -549 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$428K +$72.4K +4,125 +20%
PFS
20
Prospera Financial Services
Texas
$409K -$17.6K -1,000 -4%
AA
21
Ancora Advisors
Ohio
$321K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$293K +$30.7K +1,749 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$264K +$267K +15,198 New
Creative Planning
24
Creative Planning
Kansas
$206K +$8.78K +500 +4%
UCFA
25
United Capital Financial Advisors
Texas
$205K -$8.16K -465 -4%

EOT Hedge Fund Activity: Q2 2023 in Review

35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2023, worth a combined $43.7M — down 1.2% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new EOT positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.44M. The largest seller was Karpus Investment Management, cutting an estimated $1.74M.

  • 35 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $43.7M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 2 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2023 and 0 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2023 was Guggenheim Capital, an estimated $1.44M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2023 was Karpus Investment Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2023.