Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $1.59M invested in Eaton Vance New Jersey Municipal Bond Fund in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
41% more capital invested
Capital invested by funds: $1.13M → $1.59M (+$462K)
8% less funds holding
Funds holding: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$218K |
| 2 |
Morgan Stanley
New York
|
+$70.7K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$60.8K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$25.4K |
| 5 |
NES
New England Securities
New York
|
+$597 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$6K |
| 2 |
Citigroup
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $662K | +$60.8K | +4,783 | +10% |
|
|
WAM
2
Wolverine Asset Management
Chicago,
Illinois
| $359K | +$218K | +17,183 | +155% |
|
|
CFN
3
Cordasco Financial Network
Naples,
Florida
| $149K | – | – | – |
|
4
UBS Group
Zurich,
Switzerland
| $93K | +$92.8K | +7,303 | New |
|
|
5
Wells Fargo
San Francisco,
California
| $76K | +$25.4K | +2,000 | +50% |
|
|
6
Morgan Stanley
New York
| $71K | +$70.7K | +5,567 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $48K | +$13 | +1 | +0% |
|
|
NES
8
New England Securities
New York
| $41K | +$597 | +47 | +1% |
|
|
BKA
9
Brick & Kyle Associates
Newtown,
Pennsylvania
| $28K | +$27.6K | +2,175 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | – | – | – |
|
|
VNB
11
Valley National Bancorp
New York
| $21K | – | – | – |
|
|
WRM
12
Westport Resources Management
Westport,
Connecticut
| $13K | – | – | – |
|
|
TJHA
13
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$6K | -500 | Closed |
|
|
14
Citigroup
New York
| – | -$4K | -357 | Closed |
|
EMJ Hedge Fund Activity: Q4 2014 in Review
12 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q4 2014, worth a combined $1.59M — up 41% from $1.13M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EMJ positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $218K. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $6K sold.
- 12 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q4 2014, down from 13 in Q3 2014.
- Funds reported $1.59M of Eaton Vance New Jersey Municipal Bond Fund stock for Q4 2014, up 41% quarter-over-quarter.
- 3 funds opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q4 2014 and 2 closed out, a net change of +1 holder.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q4 2014 was Wolverine Asset Management, an estimated $218K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q4 2014 was Thomas J. Herzfeld Advisors, an estimated $6K sold.
Based on aggregated 13F filings for Q4 2014.