Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
9 hedge funds and large institutions have $3.94M invested in Eaton Vance New Jersey Municipal Bond Fund in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
6% less capital invested
Capital invested by funds: $4.18M → $3.94M (-$243K)
25% less funds holding
Funds holding: 12 → 9 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$148K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$91.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$64.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.2K |
| 5 |
Morgan Stanley
New York
|
+$4.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$389K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$174K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$52K |
| 4 |
BKA
Brick & Kyle Associates
Newtown,
Pennsylvania
|
-$27K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$13.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $1.37M | +$148K | +11,372 | +12% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $1.04M | -$13.6K | -1,040 | -1% |
|
|
MC
3
Matisse Capital
Portland,
Oregon
| $797K | +$91.3K | +7,006 | +13% |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $250K | -$52K | -3,991 | -17% |
|
5
Bank of America
Charlotte,
North Carolina
| $227K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $130K | +$64.3K | +4,935 | +97% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $83K | +$10.2K | +782 | +14% |
|
|
8
Morgan Stanley
New York
| $32K | +$4.69K | +360 | +17% |
|
9
Wells Fargo
San Francisco,
California
| $16K | +$2.61K | +200 | +20% |
|
|
CRC
10
Curi RMB Capital
Chicago,
Illinois
| – | -$389K | -31,043 | Closed |
|
|
LCM
11
Landscape Capital Management
Englewood,
New Jersey
| – | -$174K | -13,864 | Closed |
|
|
BKA
12
Brick & Kyle Associates
Newtown,
Pennsylvania
| – | -$27K | -2,175 | Closed |
|
EMJ Hedge Fund Activity: Q2 2017 in Review
9 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q2 2017, worth a combined $3.94M — down 5.8% from $4.18M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EMJ and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was Advisors Asset Management, adding an estimated $148K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $389K sold.
- 9 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q2 2017, down from 12 in Q1 2017.
- Funds reported $3.94M of Eaton Vance New Jersey Municipal Bond Fund stock for Q2 2017, down 5.8% quarter-over-quarter.
- 0 funds opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q2 2017 and 3 closed out, a net change of -3 holders.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q2 2017 was Advisors Asset Management, an estimated $148K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q2 2017 was Curi RMB Capital, an estimated $389K sold.
Based on aggregated 13F filings for Q2 2017.