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EOT

Eaton Vance National Municipal Opportunities Trust

48 hedge funds and large institutions have $47M invested in Eaton Vance National Municipal Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1.39% more ownership

Funds ownership: 16.88%18.26% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $46.6M → $47M (+$466K)

0% more funds holding

Funds holding: 4848 (0)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$9.56M -$357K -20,525 -3%
UBS Group
2
UBS Group
Switzerland
$5.81M +$4.14M +238,111 +207%
GC
3
Guggenheim Capital
Illinois
$4.14M -$1.25M -71,638 -22%
Raymond James Financial
4
Raymond James Financial
Florida
$3.6M +$3.81M +218,950 New
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.08M +$1.52M +87,298 +87%
Morgan Stanley
6
Morgan Stanley
New York
$2.14M -$55K -3,162 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$2.14M +$952K +54,715 +73%
AIM
8
AHL Investment Management
Florida
$1.62M +$23.8K +1,368 +1%
VanEck Associates
9
VanEck Associates
New York
$1.56M -$270K -15,551 -14%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$1.48M
Bank of America
11
Bank of America
North Carolina
$1.47M -$546K -31,419 -26%
MWM
12
Melfa Wealth Management
Massachusetts
$1.42M -$78.3K -4,500 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.18M +$153K +8,789 +14%
Wells Fargo
14
Wells Fargo
California
$946K +$119K +6,815 +13%
LPL Financial
15
LPL Financial
California
$765K +$22.7K +1,307 +3%
LFS
16
Legacy Financial Strategies
Kansas
$566K +$186K +10,704 +46%
Ameriprise
17
Ameriprise
Minnesota
$522K -$56.5K -3,249 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$396K +$65.1K +3,744 +18%
Nomura Holdings
19
Nomura Holdings
Japan
$386K +$408K +23,448 New
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$333K
LSC
21
Logan Stone Capital
Illinois
$287K +$304K +17,453 New
CIA
22
Concurrent Investment Advisors
Florida
$285K +$301K +17,328 New
HighTower Advisors
23
HighTower Advisors
Illinois
$262K -$870K -50,000 -76%
BEI
24
Benjamin Edwards Inc
Missouri
$252K +$266K +15,306 New
AA
25
Ancora Advisors
Ohio
$239K

EOT Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2024, worth a combined $47M — up 1% from $46.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EOT positions and 8 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $4.14M. The largest seller was Guggenheim Capital, cutting an estimated $1.25M.

  • 48 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $47M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2024, up 1% quarter-over-quarter.
  • 10 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2024 and 8 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2024 was UBS Group, an estimated $4.14M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2024 was Guggenheim Capital, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2024.