Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $3.3M invested in Eaton Vance New Jersey Municipal Bond Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
20% more funds holding
Funds holding: 10 → 12 (+2)
9% more capital invested
Capital invested by funds: $3.04M → $3.3M (+$261K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$324K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$199K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$162K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$122K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$18.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$71.8K |
| 2 |
Morgan Stanley
New York
|
-$21K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$4.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $1.36M | +$324K | +24,267 | +29% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $1.07M | -$4.34K | -325 | -0.4% |
|
|
CRC
3
Curi RMB Capital
Chicago,
Illinois
| $191K | +$199K | +14,883 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $167K | +$18.7K | +1,400 | +12% |
|
|
LCM
5
Landscape Capital Management
Englewood,
New Jersey
| $155K | +$162K | +12,105 | New |
|
|
WAM
6
Wolverine Asset Management
Chicago,
Illinois
| $117K | +$122K | +9,163 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $73K | – | – | – |
|
|
MFS
8
MSI Financial Services
Springfield,
Massachusetts
| $65K | +$574 | +43 | +0.9% |
|
|
9
UBS Group
Zurich,
Switzerland
| $40K | -$71.8K | -5,383 | -64% |
|
|
BKA
10
Brick & Kyle Associates
Newtown,
Pennsylvania
| $28K | – | – | – |
|
|
11
Morgan Stanley
New York
| $24K | -$21K | -1,575 | -46% |
|
12
Wells Fargo
San Francisco,
California
| $13K | +$13 | +1 | +0.1% |
|
EMJ Hedge Fund Activity: Q4 2016 in Review
12 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q4 2016, worth a combined $3.3M — up 8.6% from $3.04M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EMJ positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $324K. The largest seller was UBS Group, cutting an estimated $71.8K.
- 12 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q4 2016, up from 10 in Q3 2016.
- Funds reported $3.3M of Eaton Vance New Jersey Municipal Bond Fund stock for Q4 2016, up 8.6% quarter-over-quarter.
- 3 funds opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q4 2016 and 0 closed out, a net change of +3 holders.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q4 2016 was Advisors Asset Management, an estimated $324K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q4 2016 was UBS Group, an estimated $71.8K sold.
Based on aggregated 13F filings for Q4 2016.