BlackRock New Jersey Municipal Bond Trust
BLJ was delisted on the 8th of June, 2018.
13 hedge funds and large institutions have $2.49M invested in BlackRock New Jersey Municipal Bond Trust in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
29% more capital invested
Capital invested by funds: $1.93M → $2.49M (+$560K)
18% more funds holding
Funds holding: 11 → 13 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$201K |
| 2 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$155K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$48.4K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$30.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$14.7K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $805K | +$201K | +14,076 | +35% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $484K | +$48.4K | +3,395 | +12% |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $239K | -$14.7K | -1,028 | -6% |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $231K | +$30.1K | +2,110 | +16% |
|
|
RC
5
RegentAtlantic Capital
Morristown,
New Jersey
| $161K | +$155K | +10,897 | New |
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $151K | – | – | – |
|
|
HCM
7
Highlander Capital Management
Short Hills,
New Jersey
| $133K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $132K | -$2.55K | -179 | -2% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $60K | +$6.7K | +470 | +13% |
|
10
Morgan Stanley
New York
| $50K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $26K | +$19.7K | +1,382 | +324% |
|
|
MFS
12
MSI Financial Services
Springfield,
Massachusetts
| $19K | +$18.5K | +1,300 | New |
|
13
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | New |
|
BLJ Hedge Fund Activity: Q4 2015 in Review
13 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BlackRock New Jersey Municipal Bond Trust (BLJ) for Q4 2015, worth a combined $2.49M — up 29% from $1.93M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BLJ positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $201K. The largest seller was Wolverine Asset Management, cutting an estimated $14.7K.
- 13 institutional investors held BlackRock New Jersey Municipal Bond Trust (BLJ) as of Q4 2015, up from 11 in Q3 2015.
- Funds reported $2.49M of BlackRock New Jersey Municipal Bond Trust stock for Q4 2015, up 29% quarter-over-quarter.
- 3 funds opened new BlackRock New Jersey Municipal Bond Trust positions in Q4 2015 and 1 closed out, a net change of +2 holders.
- The largest BlackRock New Jersey Municipal Bond Trust buyer in Q4 2015 was Advisors Asset Management, an estimated $201K added.
- The largest BlackRock New Jersey Municipal Bond Trust seller in Q4 2015 was Wolverine Asset Management, an estimated $14.7K sold.
Based on aggregated 13F filings for Q4 2015.