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EOT

Eaton Vance National Municipal Opportunities Trust

44 hedge funds and large institutions have $41.6M invested in Eaton Vance National Municipal Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% more funds holding

Funds holding: 4344 (+1)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

2% less ownership

Funds ownership: 18.03%16.04% (-2%)

13% less capital invested

Capital invested by funds: $47.7M → $41.6M (-$6.1M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$8.23M -$998K -59,522 -11%
GC
2
Guggenheim Capital
Illinois
$5.17M -$807K -48,137 -13%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.88M +$810K +48,280 +26%
Morgan Stanley
4
Morgan Stanley
New York
$2.72M -$2.83M -168,889 -51%
KIM
5
Karpus Investment Management
New York
$2.55M -$220K -13,102 -8%
Bank of America
6
Bank of America
North Carolina
$1.9M +$5.52K +329 +0.3%
VanEck Associates
7
VanEck Associates
New York
$1.64M -$222K -13,228 -12%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$1.49M
MWM
9
Melfa Wealth Management
Massachusetts
$1.45M +$956 +57 +0.1%
RJA
10
Raymond James & Associates
Florida
$1.4M +$213K +12,731 +18%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.3M +$184K +10,993 +16%
Ameriprise
12
Ameriprise
Minnesota
$911K -$2.49M -148,765 -73%
LPL Financial
13
LPL Financial
California
$830K -$22.1K -1,316 -3%
LCM
14
Landscape Capital Management
New Jersey
$793K +$58K +3,460 +8%
WAM
15
Wolverine Asset Management
Illinois
$746K +$703K +41,902 +1,377%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$709K +$5.05K +301 +0.7%
Wells Fargo
17
Wells Fargo
California
$671K +$193K +11,516 +40%
UBS Group
18
UBS Group
Switzerland
$662K -$46.4K -2,766 -6%
MC
19
Moors & Cabot
Massachusetts
$539K +$109K +6,500 +25%
PWM
20
Palumbo Wealth Management
New York
$440K
PFS
21
Prospera Financial Services
Texas
$437K -$2.35K -140 -0.5%
LFS
22
Legacy Financial Strategies
Kansas
$386K +$3.39K +202 +0.9%
KMWM
23
Keudell/Morrison Wealth Management
Oregon
$362K +$23.5K +1,404 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$329K -$4.66K -278 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$264K -$20K -1,195 -7%

EOT Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2024, worth a combined $41.6M — down 13% from $47.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EOT positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $810K. The largest seller was Morgan Stanley, cutting an estimated $2.83M.

  • 44 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2024, up from 43 in Q4 2023.
  • Funds reported $41.6M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2024, down 13% quarter-over-quarter.
  • 5 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2024 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2024 was Hennion & Walsh Asset Management, an estimated $810K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2024 was Morgan Stanley, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2024.