Eaton Vance New Jersey Municipal Income Trust
EVJ was delisted on the 22nd of February, 2019.
11 hedge funds and large institutions have $3.71M invested in Eaton Vance New Jersey Municipal Income Trust in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2% less capital invested
Capital invested by funds: $3.78M → $3.71M (-$69K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$172K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$125K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15.7K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.6K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$153K |
| 2 |
LPL Financial
San Diego,
California
|
-$141K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$116K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$97.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
1
Guggenheim Capital
Chicago,
Illinois
| $1.6M | +$125K | +10,340 | +8% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $884K | -$153K | -12,635 | -15% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $663K | +$14.6K | +1,211 | +2% |
|
|
CRC
4
Curi RMB Capital
Chicago,
Illinois
| $170K | +$172K | +14,242 | New |
|
5
Morgan Stanley
New York
| $138K | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $104K | +$15.7K | +1,300 | +18% |
|
|
7
UBS Group
Zurich,
Switzerland
| $79K | -$7.46K | -617 | -9% |
|
|
NFG
8
Next Financial Group
Houston,
Texas
| $46K | – | – | – |
|
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | +$12.1K | +1,000 | New |
|
10
Citigroup
New York
| $11K | -$2.2K | -182 | -17% |
|
|
WAM
11
Wolverine Asset Management
Chicago,
Illinois
| $3K | -$97.7K | -8,078 | -96% |
|
|
12
LPL Financial
San Diego,
California
| – | -$141K | -12,102 | Closed |
|
|
13
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$116K | -10,048 | Closed |
|
EVJ Hedge Fund Activity: Q3 2015 in Review
11 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Income Trust (EVJ) for Q3 2015, worth a combined $3.71M — down 1.8% from $3.78M a quarter earlier.
Fund positioning in EVJ was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $172K. The largest seller was Advisors Asset Management, cutting an estimated $153K.
- 11 institutional investors held Eaton Vance New Jersey Municipal Income Trust (EVJ) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $3.71M of Eaton Vance New Jersey Municipal Income Trust stock for Q3 2015, down 1.8% quarter-over-quarter.
- 2 funds opened new Eaton Vance New Jersey Municipal Income Trust positions in Q3 2015 and 2 closed out, a net change of 0 holders.
- The largest Eaton Vance New Jersey Municipal Income Trust buyer in Q3 2015 was Curi RMB Capital, an estimated $172K added.
- The largest Eaton Vance New Jersey Municipal Income Trust seller in Q3 2015 was Advisors Asset Management, an estimated $153K sold.
Based on aggregated 13F filings for Q3 2015.