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EOT

Eaton Vance National Municipal Opportunities Trust

37 hedge funds and large institutions have $41.2M invested in Eaton Vance National Municipal Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

6% more funds holding

Funds holding: 3537 (+2)

0.13% more ownership

Funds ownership: 16.1%16.22% (+0.13%)

6% less capital invested

Capital invested by funds: $43.7M → $41.2M (-$2.55M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
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
$7.64M +$43.4K +2,579 +0.6%
GC
2
Guggenheim Capital
Illinois
$6.07M -$101K -5,998 -2%
Ameriprise
3
Ameriprise
Minnesota
$4.24M +$129K +7,667 +3%
KIM
4
Karpus Investment Management
New York
$3.7M
Morgan Stanley
5
Morgan Stanley
New York
$2.76M +$349K +20,782 +14%
Bank of America
6
Bank of America
North Carolina
$2.33M -$103K -6,108 -4%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.24M -$30K -1,783 -1%
VanEck Associates
8
VanEck Associates
New York
$1.53M +$563K +33,498 +55%
MWM
9
Melfa Wealth Management
Massachusetts
$1.41M -$56.2K -3,340 -4%
RJA
10
Raymond James & Associates
Florida
$1.25M -$184K -10,945 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.06M +$23.2K +1,377 +2%
LPL Financial
12
LPL Financial
California
$830K +$8.56K +509 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$737K -$109K -6,504 -13%
UBS Group
14
UBS Group
Switzerland
$668K +$11.2K +668 +2%
MC
15
Moors & Cabot
Massachusetts
$649K +$42K +2,500 +7%
KMWM
16
Keudell/Morrison Wealth Management
Oregon
$552K -$30.2K -1,798 -5%
Wells Fargo
17
Wells Fargo
California
$443K -$210K -12,500 -31%
Invesco
18
Invesco
Georgia
$438K -$56.4K -3,355 -11%
PFS
19
Prospera Financial Services
Texas
$341K -$41.9K -2,491 -11%
HighTower Advisors
20
HighTower Advisors
Illinois
$319K -$84.1K -5,000 -20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$251K -$24.2K -1,437 -9%
AA
22
Ancora Advisors
Ohio
$235K -$67.3K -4,000 -22%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$209K -$39.2K -2,332 -15%
LFS
24
Legacy Financial Strategies
Kansas
$194K +$208K +12,367 New
Creative Planning
25
Creative Planning
Kansas
$193K

EOT Hedge Fund Activity: Q3 2023 in Review

37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2023, worth a combined $41.2M — down 5.8% from $43.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EOT positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was VanEck Associates, adding an estimated $563K. The largest seller was Wells Fargo, cutting an estimated $210K.

  • 37 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2023, up from 35 in Q2 2023.
  • Funds reported $41.2M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 3 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2023 and 1 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2023 was VanEck Associates, an estimated $563K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2023 was Wells Fargo, an estimated $210K sold.

Based on aggregated 13F filings for Q3 2023.