Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Natl Mun Opport (EOT)

47 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — EOT

Based on 47 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EOT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
47 funds currently hold this stock — 90% of the 3.0-year high of 52 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EOT is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

19 buying21 selling
Last quarter: 21 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 9 → 1. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 26% medium ■ 13% new
29 out of 47 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

8 → 7 → 5 → 9 → 1 new funds/Q
New funds entering each quarter: 7 → 5 → 9 → 1. 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 — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 47 holders: 30 (64%) are 2+ year veterans, 7 entered 1–2 years ago, and 10 (21%) 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
11 of 47 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 Q1, 19 hedge funds were net buyers of EOT (1 opened a new position, 18 added to an existing one), while 21 reduced or exited (15 trimmed, 6 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 34% of total institutional value in EOT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 47.

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

-- --

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

Is It Too Late to Buy Eaton Vance Natl Mun Opport (EOT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EOT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
EOT
+1.2%
XLF
+8.8%

EOT outperformed XLF by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
EOT
+2.9%
XLF
+5.1%

Since the filing became public, EOT outperformed XLF by -2.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: EOT
47 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 47 52 -9.62%
13F Shares 4M 3M 2.5%
Total Value $58M $58M -0.89%
New Positions 1 9 -8
Increased Positions 18 17 +1
Closed Positions 6 2 +4
Reduced Positions 15 14 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOT

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

47 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melfa Wealth Management, INC. 0.78% 79,402 $1.4M
2 1607 Capital Partners, LLC 0.64% 521,162 $8.9M
3 Robinson Capital Management, LLC 0.55% 72,861 $1.3M
4 Wakefield Asset Management LLLP 0.31% 69,341 $1.2M
5 Closed-End Fund Advisors, Inc. 0.21% 11,837 $203K
6 Hennion & Walsh Asset Management, Inc. 0.13% 228,655 $3.9M
7 Ackerman Capital Advisors, LLC 0.12% 34,483 $590K
8 Formidable Asset Management, LLC 0.11% 42,683 $722K
9 Catalina Capital Group, LLC 0.11% 10,324 $177K
10 Legacy Financial Strategies, LLC 0.09% 30,547 $523K
11 Guggenheim Capital LLC 0.05% 350,450 $6.0M
12 Mechanics Financial Corp 0.04% 5,000 $86K
13 Regal Investment Advisors LLC 0.03% 30,702 $526K
14 World Investment Advisors 0.01% 26,941 $461K
15 Summit Trail Advisors, LLC 0.01% 25,582 $438K
16 Concurrent Investment Advisors, LLC 0.00% 26,549 $455K
17 Private Trust Co NA 0.00% 3,000 $51K
18 Benjamin Edwards Inc 0.00% 22,538 $386K
19 Mutual Advisors, LLC 0.00% 10,000 $171K
20 Center for Financial Planning, Inc. 0.00% 2,000 $34K
21 Fiera Capital Corp 0.00% 58,904 $1.0M
22 Jones Financial Companies Lllp 0.00% 385,600 $6.5M
23 Ancora Advisors LLC 0.00% 7,670 $131K
24 Raymond James Financial Inc 0.00% 410,818 $7.0M
25 Ascentis Wealth Management, LLC 0.00% 612 $10K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EOT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EOT?

More sellers than buyers — 48% buying: Last quarter: 21 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EOT holders?

Strong quality — 34% AUM from major funds: 11 of 47 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?

62% of holders stayed for 2+ years: 29 out of 47 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.

Is it too late to buy Eaton Vance Natl Mun Opport (EOT) following the 2026 Q1 hedge fund 13F filings?

As of today, EOT has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), EOT has gained +1.2% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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