Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
13 hedge funds and large institutions have $1.46M invested in Eaton Vance New Jersey Municipal Bond Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
46% more capital invested
Capital invested by funds: $1M → $1.46M (+$462K)
44% more funds holding
Funds holding: 9 → 13 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$192K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$109K |
| 3 |
Morgan Stanley
New York
|
+$54.6K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$18.9K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$60.2K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$28.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Wolverine Asset Management
Chicago,
Illinois
| $472K | +$192K | +16,725 | +70% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $340K | +$109K | +9,442 | +48% |
|
|
DA
3
Doliver Advisors
Houston,
Texas
| $249K | -$60.2K | -5,236 | -20% |
|
|
CFN
4
Cordasco Financial Network
Naples,
Florida
| $136K | +$135K | +11,700 | New |
|
|
5
Morgan Stanley
New York
| $55K | +$54.6K | +4,751 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $52K | -$28.2K | -2,452 | -36% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $46K | +$17.6K | +1,527 | +63% |
|
|
U
8
UBS
Zurich,
Switzerland
| $40K | +$18.9K | +1,640 | +92% |
|
|
NES
9
New England Securities
New York
| $35K | +$529 | +46 | +2% |
|
|
VNB
10
Valley National Bancorp
New York
| $20K | +$19.3K | +1,680 | New |
|
|
WRM
11
Westport Resources Management
Westport,
Connecticut
| $12K | – | – | – |
|
|
TJHA
12
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $6K | +$5.75K | +500 | New |
|
EMJ Hedge Fund Activity: Q4 2013 in Review
13 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q4 2013, worth a combined $1.46M — up 46% from $1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EMJ positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $192K. The largest seller was Doliver Advisors, cutting an estimated $60.2K.
- 13 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q4 2013, up from 9 in Q3 2013.
- Funds reported $1.46M of Eaton Vance New Jersey Municipal Bond Fund stock for Q4 2013, up 46% quarter-over-quarter.
- 4 funds opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q4 2013 and 0 closed out, a net change of +4 holders.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q4 2013 was Wolverine Asset Management, an estimated $192K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q4 2013 was Doliver Advisors, an estimated $60.2K sold.
Based on aggregated 13F filings for Q4 2013.