Eaton Vance New Jersey Municipal Bond Fund
EMJ was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $4.83M invested in Eaton Vance New Jersey Municipal Bond Fund in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
15% more capital invested
Capital invested by funds: $4.19M → $4.83M (+$640K)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$227K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$200K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$190K |
| 4 |
Morgan Stanley
New York
|
+$171K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$67.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$57.2K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$14.5K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $1.34M | +$67.6K | +5,321 | +5% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $1.14M | +$39.4K | +3,099 | +3% |
|
|
MC
3
Matisse Capital
Portland,
Oregon
| $844K | -$14.5K | -1,142 | -2% |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $374K | +$200K | +15,734 | +109% |
|
|
CRC
5
Curi RMB Capital
Chicago,
Illinois
| $222K | +$227K | +17,892 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $205K | – | – | – |
|
|
7
Morgan Stanley
New York
| $198K | +$171K | +13,472 | +539% |
|
|
LCM
8
Landscape Capital Management
Englewood,
New Jersey
| $186K | +$190K | +14,954 | New |
|
|
DA
9
Doliver Advisors
Houston,
Texas
| $153K | +$28.9K | +2,279 | +23% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $96K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $51K | -$57.2K | -4,500 | -52% |
|
12
Wells Fargo
San Francisco,
California
| $25K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$2K | -146 | Closed |
|
EMJ Hedge Fund Activity: Q4 2017 in Review
12 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Bond Fund (EMJ) for Q4 2017, worth a combined $4.83M — up 15% from $4.19M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EMJ positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $227K. The largest seller was UBS Group, cutting an estimated $57.2K.
- 12 institutional investors held Eaton Vance New Jersey Municipal Bond Fund (EMJ) as of Q4 2017, up from 11 in Q3 2017.
- Funds reported $4.83M of Eaton Vance New Jersey Municipal Bond Fund stock for Q4 2017, up 15% quarter-over-quarter.
- 2 funds opened new Eaton Vance New Jersey Municipal Bond Fund positions in Q4 2017 and 1 closed out, a net change of +1 holder.
- The largest Eaton Vance New Jersey Municipal Bond Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $227K added.
- The largest Eaton Vance New Jersey Municipal Bond Fund seller in Q4 2017 was UBS Group, an estimated $57.2K sold.
Based on aggregated 13F filings for Q4 2017.