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EVJ

Eaton Vance New Jersey Municipal Income Trust

Delisted

EVJ was delisted on the 22nd of February, 2019.

20 hedge funds and large institutions have $10.4M invested in Eaton Vance New Jersey Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $8.26M → $10.4M (+$2.18M)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

5% less funds holding

Funds holding: 2120 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
5
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Matisse Capital
Oregon
$1.78M -$115K -9,939 -6%
GC
2
Guggenheim Capital
Illinois
$1.61M +$359K +31,006 +28%
RCM
3
Rivernorth Capital Management
Florida
$1.33M +$1.35M +116,769 New
Bank of America
4
Bank of America
North Carolina
$1.32M +$115K +9,912 +9%
MIG
5
Mariner Investment Group
New York
$1.21M +$1.23M +106,105 New
AAM
6
Advisors Asset Management
Colorado
$958K -$314K -27,147 -24%
Morgan Stanley
7
Morgan Stanley
New York
$479K -$16.3K -1,408 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$371K -$460K -39,718 -55%
Wells Fargo
9
Wells Fargo
California
$328K +$57.9K +4,999 +21%
PVWM
10
Point View Wealth Management
New Jersey
$267K +$271K +23,391 New
WAM
11
Wolverine Asset Management
Illinois
$265K +$98.4K +8,501 +58%
SIA
12
Sit Investment Associates
Minnesota
$144K +$146K +12,604 New
CRC
13
Curi RMB Capital
Illinois
$126K -$47.4K -4,092 -27%
SWM
14
SeaCrest Wealth Management
New York
$73K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$70K
UBS Group
16
UBS Group
Switzerland
$50K +$16.7K +1,444 +49%
EWM
17
Edge Wealth Management
New York
$40K
MRCM
18
M&R Capital Management
New Jersey
$11K
AG
19
Advisor Group
Arizona
$4K +$4.11K +355 New
DA
20
Doliver Advisors
Texas
-$283K -25,162 Closed
LCM
21
Landscape Capital Management
New Jersey
-$163K -14,484 Closed
TJHA
22
Thomas J. Herzfeld Advisors
Florida
-$97K -8,591 Closed
SPIA
23
Steward Partners Investment Advisory
New York
-$36K -3,200 Closed
CF
24
Centaurus Financial
California
-$6K -500 Closed
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
-$5K -423 Closed

EVJ Hedge Fund Activity: Q3 2018 in Review

20 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New Jersey Municipal Income Trust (EVJ) for Q3 2018, worth a combined $10.4M — up 26% from $8.26M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVJ and 6 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.35M. The largest seller was Geode Capital Management, cutting an estimated $460K.

  • 20 institutional investors held Eaton Vance New Jersey Municipal Income Trust (EVJ) as of Q3 2018, down from 21 in Q2 2018.
  • Funds reported $10.4M of Eaton Vance New Jersey Municipal Income Trust stock for Q3 2018, up 26% quarter-over-quarter.
  • 6 funds opened new Eaton Vance New Jersey Municipal Income Trust positions in Q3 2018 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance New Jersey Municipal Income Trust buyer in Q3 2018 was Rivernorth Capital Management, an estimated $1.35M added.
  • The largest Eaton Vance New Jersey Municipal Income Trust seller in Q3 2018 was Geode Capital Management, an estimated $460K sold.

Based on aggregated 13F filings for Q3 2018.