Eaton Vance New Jersey Municipal Income Trust
EVJ was delisted on the 22nd of February, 2019.
13 hedge funds and large institutions have $3.44M invested in Eaton Vance New Jersey Municipal Income Trust in 2013 Q3 according to their latest regulatory filings, with 1 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
3% more capital invested
Capital invested by funds: $3.35M → $3.44M (+$96.3K)
7% less funds holding
Funds holding: 14 → 13 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$217K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$127K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$114K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$93.2K |
| 5 |
Citigroup
New York
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$215K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$32K |
| 3 |
Morgan Stanley
New York
|
-$17.7K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
1
Guggenheim Capital
Chicago,
Illinois
| $1.88M | -$215K | -18,022 | -10% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $569K | +$93.2K | +7,809 | +20% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $257K | +$114K | +9,526 | +79% |
|
|
DA
4
Doliver Advisors
Houston,
Texas
| $216K | +$217K | +18,144 | New |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $171K | +$127K | +10,659 | +288% |
|
|
6
Morgan Stanley
New York
| $149K | -$17.7K | -1,483 | -11% |
|
|
SIA
7
Sit Investment Associates
Minneapolis,
Minnesota
| $94K | – | – | – |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $27K | – | – | – |
|
|
9
Citigroup
New York
| $22K | +$11.6K | +974 | +109% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $18K | +$9.55K | +800 | +123% |
|
|
U
12
UBS
Zurich,
Switzerland
| $12K | +$36 | +3 | +0.3% |
|
|
AIG
13
American International Group
New York
| $9.87K | – | – | – |
|
|
14
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$32K | -2,500 | Closed |
|
|
15
Nomura Holdings
Tokyo,
Japan
| – | -$5K | -391 | Closed |
|
EVJ Hedge Fund Activity: Q3 2013 in Review
13 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Income Trust (EVJ) for Q3 2013, worth a combined $3.44M — up 2.9% from $3.35M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EVJ and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 6 added.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $217K. The largest seller was Guggenheim Capital, cutting an estimated $215K.
- 13 institutional investors held Eaton Vance New Jersey Municipal Income Trust (EVJ) as of Q3 2013, down from 14 in Q2 2013.
- Funds reported $3.44M of Eaton Vance New Jersey Municipal Income Trust stock for Q3 2013, up 2.9% quarter-over-quarter.
- 1 fund opened new Eaton Vance New Jersey Municipal Income Trust positions in Q3 2013 and 2 closed out, a net change of -1 holder.
- The largest Eaton Vance New Jersey Municipal Income Trust buyer in Q3 2013 was Doliver Advisors, an estimated $217K added.
- The largest Eaton Vance New Jersey Municipal Income Trust seller in Q3 2013 was Guggenheim Capital, an estimated $215K sold.
Based on aggregated 13F filings for Q3 2013.