Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
10 hedge funds and large institutions have $1.16M invested in Eaton Vance New Jersey Municipal Bond Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
17% less funds holding
Funds holding: 12 → 10 (-2)
27% less capital invested
Capital invested by funds: $1.59M → $1.16M (-$423K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$143K |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$42.6K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$302K |
| 2 |
CFN
Cordasco Financial Network
Naples,
Florida
|
-$149K |
| 3 |
Morgan Stanley
New York
|
-$71K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$47.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$34.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $698K | +$13.5K | +1,035 | +2% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $144K | +$143K | +10,970 | New |
|
3
Wells Fargo
San Francisco,
California
| $79K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $68K | -$302K | -23,112 | -82% |
|
|
5
UBS Group
Zurich,
Switzerland
| $48K | -$47.4K | -3,629 | -50% |
|
|
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $43K | +$42.6K | +3,258 | New |
|
|
BKA
7
Brick & Kyle Associates
Newtown,
Pennsylvania
| $29K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $27K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| $15K | -$34.3K | -2,621 | -69% |
|
|
WRM
10
Westport Resources Management
Westport,
Connecticut
| $13K | – | – | – |
|
|
CFN
11
Cordasco Financial Network
Naples,
Florida
| – | -$149K | -11,700 | Closed |
|
|
12
Morgan Stanley
New York
| – | -$71K | -5,567 | Closed |
|
EMJ Hedge Fund Activity: Q1 2015 in Review
10 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q1 2015, worth a combined $1.16M — down 27% from $1.59M a quarter earlier.
Fund positioning in EMJ was balanced in Q1 2015: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $143K. The largest seller was Wolverine Asset Management, cutting an estimated $302K.
- 10 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q1 2015, down from 12 in Q4 2014.
- Funds reported $1.16M of Eaton Vance New Jersey Municipal Bond Fund stock for Q1 2015, down 27% quarter-over-quarter.
- 2 funds opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q1 2015 and 2 closed out, a net change of 0 holders.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q1 2015 was Guggenheim Capital, an estimated $143K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q1 2015 was Wolverine Asset Management, an estimated $302K sold.
Based on aggregated 13F filings for Q1 2015.