Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $3.08M invested in Eaton Vance New Jersey Municipal Bond Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
26% more capital invested
Capital invested by funds: $2.44M → $3.08M (+$643K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$445K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$116K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$64.2K |
| 4 |
Morgan Stanley
New York
|
+$49.9K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$29.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$132K |
| 2 |
WRM
Westport Resources Management
Westport,
Connecticut
|
-$69.8K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$10K |
| 4 |
Citigroup
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $1.27M | +$445K | +30,316 | +55% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $935K | +$116K | +7,916 | +14% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $203K | +$29.4K | +2,000 | +17% |
|
|
WRM
4
Westport Resources Management
Westport,
Connecticut
| $173K | -$69.8K | -4,755 | -29% |
|
|
5
UBS Group
Zurich,
Switzerland
| $146K | +$64.2K | +4,372 | +80% |
|
|
WAM
6
Wolverine Asset Management
Chicago,
Illinois
| $111K | -$132K | -8,970 | -55% |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $74K | +$616 | +42 | +0.8% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $69K | – | – | – |
|
|
9
Morgan Stanley
New York
| $51K | +$49.9K | +3,400 | New |
|
|
BKA
10
Brick & Kyle Associates
Newtown,
Pennsylvania
| $32K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $15K | +$14.7K | +1,000 | +50,000% |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $1K | +$1.47K | +100 | New |
|
|
TJHA
13
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$10K | -676 | Closed |
|
|
14
Citigroup
New York
| – | -$2K | -175 | Closed |
|
EMJ Hedge Fund Activity: Q2 2016 in Review
12 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q2 2016, worth a combined $3.08M — up 26% from $2.44M a quarter earlier.
Fund positioning in EMJ was balanced in Q2 2016: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $445K. The largest seller was Wolverine Asset Management, cutting an estimated $132K.
- 12 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $3.08M of Eaton Vance New Jersey Municipal Bond Fund stock for Q2 2016, up 26% quarter-over-quarter.
- 2 funds opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q2 2016 and 2 closed out, a net change of 0 holders.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q2 2016 was Advisors Asset Management, an estimated $445K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q2 2016 was Wolverine Asset Management, an estimated $132K sold.
Based on aggregated 13F filings for Q2 2016.