We are live on ! Find out more
EOT

Eaton Vance National Municipal Opportunities Trust

48 hedge funds and large institutions have $46.6M invested in Eaton Vance National Municipal Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

4% more funds holding

Funds holding: 4648 (+2)

5% more capital invested

Capital invested by funds: $44.5M → $46.6M (+$2.01M)

0.04% less ownership

Funds ownership: 16.91%16.88% (-0.04%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$10.8M +$979K +56,535 +10%
GC
2
Guggenheim Capital
Illinois
$5.8M +$666K +38,464 +14%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.41M +$913K +52,721 +64%
Morgan Stanley
4
Morgan Stanley
New York
$2.4M -$670K -38,722 -22%
Bank of America
5
Bank of America
North Carolina
$2.16M +$265K +15,315 +15%
UBS Group
6
UBS Group
Switzerland
$2.06M +$547K +31,585 +38%
VanEck Associates
7
VanEck Associates
New York
$1.94M -$71.6K -4,133 -4%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.79M -$524K -30,282 -23%
AIM
9
AHL Investment Management
Florida
$1.74M -$30.9K -1,783 -2%
MWM
10
Melfa Wealth Management
Massachusetts
$1.63M -$27.2K -1,569 -2%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$1.61M
RJA
12
Raymond James & Associates
Florida
$1.54M -$34.6K -1,998 -2%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$1.34M +$805K +46,468 +162%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.19M +$866K +50,000 +314%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.13M -$43.2K -2,494 -4%
Wells Fargo
16
Wells Fargo
California
$909K +$31.5K +1,818 +4%
LPL Financial
17
LPL Financial
California
$810K -$8.81K -509 -1%
Ameriprise
18
Ameriprise
Minnesota
$646K -$216K -12,461 -26%
Bessemer Group
19
Bessemer Group
New Jersey
$610K +$589K +34,000 New
LFS
20
Legacy Financial Strategies
Kansas
$418K +$225 +13 +0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$365K +$4.12K +238 +1%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$363K
LCM
23
Landscape Capital Management
New Jersey
$362K -$371K -21,398 -51%
AA
24
Ancora Advisors
Ohio
$260K
PFS
25
Prospera Financial Services
Texas
$252K +$4.1K +237 +2%

EOT Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2024, worth a combined $46.6M — up 4.5% from $44.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EOT positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $979K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.59M sold.

  • 48 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2024, up from 46 in Q2 2024.
  • Funds reported $46.6M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2024 was 1607 Capital Partners, an estimated $979K added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2024 was Karpus Investment Management, an estimated $2.59M sold.

Based on aggregated 13F filings for Q3 2024.