Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $1.08M invested in Eaton Vance New Jersey Municipal Bond Fund in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
8% less funds holding
Funds holding: 13 → 12 (-1)
15% less capital invested
Capital invested by funds: $1.27M → $1.08M (-$185K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$200K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$12.8K |
| 3 |
Citigroup
New York
|
+$2.68K |
| 4 |
NES
New England Securities
New York
|
+$526 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$300K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$149K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $654K | +$200K | +15,578 | +46% |
|
|
CFN
2
Cordasco Financial Network
Naples,
Florida
| $154K | – | – | – |
|
3
Wells Fargo
San Francisco,
California
| $53K | – | – | – |
|
4
Bank of America
Charlotte,
North Carolina
| $50K | – | – | – |
|
|
U
5
UBS
Zurich,
Switzerland
| $48K | +$12.8K | +994 | +37% |
|
|
NES
6
New England Securities
New York
| $41K | +$526 | +41 | +1% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $27K | -$13.9K | -1,085 | -35% |
|
|
VNB
8
Valley National Bancorp
New York
| $22K | – | – | – |
|
|
WRM
9
Westport Resources Management
Westport,
Connecticut
| $13K | – | – | – |
|
10
Morgan Stanley
New York
| $12K | – | – | – |
|
|
TJHA
11
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $7K | – | – | – |
|
|
12
Citigroup
New York
| $3K | +$2.68K | +209 | New |
|
|
WAM
13
Wolverine Asset Management
Chicago,
Illinois
| – | -$300K | -24,416 | Closed |
|
|
DA
14
Doliver Advisors
Houston,
Texas
| – | -$149K | -12,125 | Closed |
|
EMJ Hedge Fund Activity: Q2 2014 in Review
12 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q2 2014, worth a combined $1.08M — down 15% from $1.27M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EMJ and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Advisors Asset Management, adding an estimated $200K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $300K sold.
- 12 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q2 2014, down from 13 in Q1 2014.
- Funds reported $1.08M of Eaton Vance New Jersey Municipal Bond Fund stock for Q2 2014, down 15% quarter-over-quarter.
- 1 fund opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q2 2014 and 2 closed out, a net change of -1 holder.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q2 2014 was Advisors Asset Management, an estimated $200K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q2 2014 was Wolverine Asset Management, an estimated $300K sold.
Based on aggregated 13F filings for Q2 2014.