Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
13 hedge funds and large institutions have $1.13M invested in Eaton Vance New Jersey Municipal Bond Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
4% more capital invested
Capital invested by funds: $1.08M → $1.13M (+$41K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$143K |
| 2 |
Citigroup
New York
|
+$1.9K |
| 3 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
+$1.26K |
| 4 |
NES
New England Securities
New York
|
+$565 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$30.7K |
| 2 |
Morgan Stanley
New York
|
-$12K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$5.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $591K | -$30.7K | -2,390 | -5% |
|
|
CFN
2
Cordasco Financial Network
Naples,
Florida
| $147K | – | – | – |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $139K | +$143K | +11,109 | New |
|
4
Wells Fargo
San Francisco,
California
| $50K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $48K | – | – | – |
|
|
U
6
UBS
Zurich,
Switzerland
| $40K | -$5.38K | -419 | -11% |
|
|
NES
7
New England Securities
New York
| $40K | +$565 | +44 | +1% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | – | – | – |
|
|
VNB
9
Valley National Bancorp
New York
| $21K | – | – | – |
|
|
WRM
10
Westport Resources Management
Westport,
Connecticut
| $13K | – | – | – |
|
|
TJHA
11
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $6K | – | – | – |
|
|
12
Citigroup
New York
| $4K | +$1.9K | +148 | +71% |
|
|
GSC
13
Ground Swell Capital
Folly Beach,
South Carolina
| $1K | +$1.26K | +98 | New |
|
|
14
Morgan Stanley
New York
| – | -$12K | -900 | Closed |
|
EMJ Hedge Fund Activity: Q3 2014 in Review
13 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q3 2014, worth a combined $1.13M — up 3.8% from $1.08M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EMJ positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $143K. The largest seller was Advisors Asset Management, cutting an estimated $30.7K.
- 13 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q3 2014, up from 12 in Q2 2014.
- Funds reported $1.13M of Eaton Vance New Jersey Municipal Bond Fund stock for Q3 2014, up 3.8% quarter-over-quarter.
- 2 funds opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q3 2014 and 1 closed out, a net change of +1 holder.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q3 2014 was Wolverine Asset Management, an estimated $143K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q3 2014 was Advisors Asset Management, an estimated $30.7K sold.
Based on aggregated 13F filings for Q3 2014.