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EOT

Eaton Vance National Municipal Opportunities Trust

46 hedge funds and large institutions have $44.5M invested in Eaton Vance National Municipal Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $41.6M → $44.5M (+$2.92M)

5% more funds holding

Funds holding: 4446 (+2)

0.88% more ownership

Funds ownership: 16.04%16.91% (+0.88%)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$9.17M +$801K +48,501 +10%
GC
2
Guggenheim Capital
Illinois
$4.79M -$446K -27,018 -9%
Morgan Stanley
3
Morgan Stanley
New York
$2.9M +$138K +8,380 +5%
KIM
4
Karpus Investment Management
New York
$2.59M -$4.77K -289 -0.2%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.19M -$1.72M -104,111 -44%
VanEck Associates
6
VanEck Associates
New York
$1.93M +$260K +15,777 +16%
Bank of America
7
Bank of America
North Carolina
$1.77M -$150K -9,097 -8%
AIM
8
AHL Investment Management
Florida
$1.66M +$1.63M +98,628 New
MWM
9
Melfa Wealth Management
Massachusetts
$1.55M +$81.8K +4,954 +6%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$1.51M
RJA
11
Raymond James & Associates
Florida
$1.48M +$59.8K +3,623 +4%
UBS Group
12
UBS Group
Switzerland
$1.4M +$717K +43,435 +109%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.38M +$60.4K +3,661 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.1M +$370K +22,430 +53%
WAM
15
Wolverine Asset Management
Illinois
$965K +$204K +12,385 +28%
Wells Fargo
16
Wells Fargo
California
$822K +$139K +8,402 +21%
Ameriprise
17
Ameriprise
Minnesota
$816K -$107K -6,463 -12%
LPL Financial
18
LPL Financial
California
$769K -$72.1K -4,369 -9%
LCM
19
Landscape Capital Management
New Jersey
$700K -$103K -6,233 -13%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$482K +$399K +24,174 +545%
PWM
21
Palumbo Wealth Management
New York
$447K
LFS
22
Legacy Financial Strategies
Kansas
$391K +$198 +12 +0.1%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$341K +$334K +20,248 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$338K +$3.76K +228 +1%
KMWM
25
Keudell/Morrison Wealth Management
Oregon
$324K -$42K -2,544 -12%

EOT Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2024, worth a combined $44.5M — up 7% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EOT positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was AHL Investment Management, opening a new position worth an estimated $1.63M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.72M.

  • 46 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2024, up from 44 in Q1 2024.
  • Funds reported $44.5M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2024, up 7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2024 was AHL Investment Management, an estimated $1.63M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2024 was Hennion & Walsh Asset Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2024.