Eaton Vance New Jersey Municipal Income Trust
EVJ was delisted on the 22nd of February, 2019.
11 hedge funds and large institutions have $4.13M invested in Eaton Vance New Jersey Municipal Income Trust in 2015 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
8% less capital invested
Capital invested by funds: $4.48M → $4.13M (-$352K)
15% less funds holding
Funds holding: 13 → 11 (-2)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$215K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$97K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$79.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$41.6K |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
1
Guggenheim Capital
Chicago,
Illinois
| $1.57M | -$79.9K | -6,378 | -5% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $1M | -$6.89K | -550 | -0.7% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $588K | +$12.3K | +979 | +2% |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $369K | -$215K | -17,134 | -37% |
|
5
LPL Financial
San Diego,
California
| $151K | – | – | – |
|
|
6
Morgan Stanley
New York
| $143K | +$31K | +2,475 | +27% |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $124K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $63K | -$41.6K | -3,318 | -40% |
|
9
Wells Fargo
San Francisco,
California
| $60K | – | – | – |
|
|
NFG
10
Next Financial Group
Houston,
Texas
| $36K | – | – | – |
|
11
Citigroup
New York
| $11K | – | – | – |
|
|
SIA
12
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$97K | -7,900 | Closed |
|
|
CCA
13
Catalyst Capital Advisors
Huntington,
New York
| – | -$10K | -800 | Closed |
|
EVJ Hedge Fund Activity: Q1 2015 in Review
11 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Income Trust (EVJ) for Q1 2015, worth a combined $4.13M — down 7.9% from $4.48M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EVJ and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $31K. The largest seller was Wolverine Asset Management, cutting an estimated $215K.
- 11 institutional investors held Eaton Vance New Jersey Municipal Income Trust (EVJ) as of Q1 2015, down from 13 in Q4 2014.
- Funds reported $4.13M of Eaton Vance New Jersey Municipal Income Trust stock for Q1 2015, down 7.9% quarter-over-quarter.
- 0 funds opened new Eaton Vance New Jersey Municipal Income Trust positions in Q1 2015 and 2 closed out, a net change of -2 holders.
- The largest Eaton Vance New Jersey Municipal Income Trust buyer in Q1 2015 was Morgan Stanley, an estimated $31K added.
- The largest Eaton Vance New Jersey Municipal Income Trust seller in Q1 2015 was Wolverine Asset Management, an estimated $215K sold.
Based on aggregated 13F filings for Q1 2015.