Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Natl Mun Opport (EOT)

54 + Investors. Track Smart Money conviction in EOT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — EOT

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EOT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
54 hedge funds hold EOT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

25 buying14 selling
Last quarter: 25 funds were net buyers (8 opened a brand new position + 17 added to an existing one). Only 14 were sellers (13 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new EOT position: 5 → 9 → 1 → 8. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
32 out of 54 hedge funds have held EOT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

7 → 5 → 9 → 1 → 8 new funds/Q
New funds entering each quarter: 5 → 9 → 1 → 8. EOT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 59% veterans vs 26% newcomers

■ 59% veterans ■ 15% 1-2yr ■ 26% new
Entry-cohort mix of 54 holders: 32 (59%) are 2+ year veterans, 8 entered 1–2 years ago, and 14 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
10 of 54 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EOT

In 2026 Q2, 25 hedge funds were net buyers of EOT (8 opened a new position, 17 added to an existing one), while 14 reduced or exited (13 trimmed, 1 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 34% of total institutional value in EOT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: EOT

How many hedge funds hold EOT — quarterly history vs. share price
Quarterly hedge fund ownership of EOT vs. share price

Market Analysis: EOT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EOT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EOT
54 + Investors

Track Smart Money conviction in EOT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 47 14.89%
13F Shares 4M 4M 0.09%
Total Value $62M $58M 7.17%
New Positions 8 1 +7
Increased Positions 17 18 -1
Closed Positions 1 6 -5
Reduced Positions 13 15 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOT

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Institutional Holders (2026 Q2)

54 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EOT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EOT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Robinson Capital Management, LLC 0.88% 108,458 $2.0M
2 Melfa Wealth Management, INC. 0.70% 74,197 $1.3M
3 1607 Capital Partners, LLC 0.65% 422,771 $7.4M
4 Wakefield Asset Management LLLP 0.38% 95,845 $1.7M
5 Closed-End Fund Advisors, Inc. 0.20% 11,837 $209K
6 Hennion & Walsh Asset Management, Inc. 0.13% 249,178 $4.4M
7 Formidable Asset Management, LLC 0.11% 41,183 $705K
8 Ackerman Capital Advisors, LLC 0.10% 29,513 $520K
9 Legacy Financial Strategies, LLC 0.08% 27,684 $488K
10 Keudell/Morrison Wealth Management 0.04% 12,459 $220K
11 Mechanics Financial Corp 0.03% 5,000 $88K
12 Guggenheim Capital LLC 0.03% 277,266 $4.9M
13 Regal Investment Advisors LLC 0.03% 28,531 $503K
14 Rivernorth Capital Management, LLC 0.01% 11,504 $203K
15 World Investment Advisors 0.01% 26,941 $461K
16 Summit Trail Advisors, LLC 0.01% 24,260 $427K
17 Private Trust Co NA 0.00% 3,000 $53K
18 Concurrent Investment Advisors, LLC 0.00% 26,549 $468K
19 Benjamin Edwards Inc 0.00% 22,538 $397K
20 Fiera Capital Corp 0.00% 56,143 $989K
21 Mutual Advisors, LLC 0.00% 10,000 $176K
22 Center for Financial Planning, Inc. 0.00% 2,000 $35K
23 Jones Financial Companies Lllp 0.00% 394,764 $7.0M
24 Ancora Advisors LLC 0.00% 7,670 $135K
25 Raymond James Financial Inc 0.00% 422,877 $7.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Eaton Vance Natl Mun Opport (EOT)

What does the Smart Money Trend signal show for EOT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EOT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EOT?

More buyers than sellers — 64% buying: Last quarter: 25 funds were net buyers (8 opened a brand new position + 17 added to an existing one). Only 14 were sellers (13 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EOT holders?

Strong quality — 34% AUM from major funds: 10 of 54 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EOT?

59% of holders stayed for 2+ years: 32 out of 54 hedge funds have held EOT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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