Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $2.44M invested in Eaton Vance New Jersey Municipal Bond Fund in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
21% more capital invested
Capital invested by funds: $2.01M → $2.44M (+$428K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$226K |
| 2 |
WRM
Westport Resources Management
Westport,
Connecticut
|
+$214K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$193K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.7K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$9.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$145K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$102K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24.3K |
| 4 |
Citigroup
New York
|
-$15.9K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$1.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
1
Guggenheim Capital
Chicago,
Illinois
| $776K | +$193K | +13,863 | +34% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $775K | -$102K | -7,328 | -12% |
|
|
WRM
3
Westport Resources Management
Westport,
Connecticut
| $232K | +$214K | +15,403 | +1,540% |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $232K | +$226K | +16,271 | +8,748% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $164K | -$24.3K | -1,750 | -13% |
|
6
UBS Group
Zurich,
Switzerland
| $77K | -$1.27K | -91 | -2% |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $70K | -$1.38K | -99 | -2% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $66K | +$24.7K | +1,773 | +62% |
|
|
BKA
9
Brick & Kyle Associates
Newtown,
Pennsylvania
| $31K | – | – | – |
|
|
TJHA
10
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $10K | +$9.4K | +676 | New |
|
|
11
Citigroup
New York
| $2K | -$15.9K | -1,140 | -87% |
|
|
CRC
12
Curi RMB Capital
Chicago,
Illinois
| – | -$145K | -10,519 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | +100% |
|
EMJ Hedge Fund Activity: Q1 2016 in Review
12 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 2016, worth a combined $2.44M — up 21% from $2.01M a quarter earlier.
Fund positioning in EMJ was balanced in Q1 2016: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $226K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $145K sold.
- 12 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $2.44M of Eaton Vance New Jersey Municipal Bond Fund stock for Q1 2016, up 21% quarter-over-quarter.
- 1 fund opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q1 2016 and 1 closed out, a net change of 0 holders.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q1 2016 was Wolverine Asset Management, an estimated $226K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q1 2016 was Curi RMB Capital, an estimated $145K sold.
Based on aggregated 13F filings for Q1 2016.