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New Jersey Resources

234 hedge funds and large institutions have $1.51B invested in New Jersey Resources in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.38B → $1.51B (+$126M)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.09% more ownership

Funds ownership: 58.63%58.72% (+0.09%)

0% more funds holding

Funds holding: 234234 (0)

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
76
Reduced
70
Closed
32
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
+$642K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Brookstone Capital Management
Illinois
$7K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$7K +$2.27K +80 +52%
PSUF
228
People's United Financial
Connecticut
$6K
GAM
229
Gemmer Asset Management
California
$5K
DSC
230
Duncker Streett & Co
Missouri
$5K +$4.72K +166 New
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
PIA
232
Piedmont Investment Advisors
North Carolina
$2.82K
Manulife (Manufacturers Life Insurance)
233
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66K -$1.74M -61,074 -53%
SEI Investments
234
SEI Investments
Pennsylvania
$1K
CCM
235
Copeland Capital Management
Pennsylvania
-$15.9M -576,690 Closed
Adage Capital Partners
236
Adage Capital Partners
Massachusetts
-$4.88M -177,131 Closed
State of Tennessee, Department of Treasury
237
State of Tennessee, Department of Treasury
Tennessee
-$1.83M -66,500 Closed
Tudor Investment Corp
238
Tudor Investment Corp
Connecticut
-$1.49M -54,019 Closed
PP
239
Paloma Partners
Connecticut
-$908K -32,967 Closed
SCM
240
Stevens Capital Management
Pennsylvania
-$743K -26,952 Closed
CSS
241
Cubist Systematic Strategies
Connecticut
-$710K -25,780 Closed
AA
242
ALPS Advisors
Colorado
-$482K -17,497 Closed
HIS
243
Horizon Investment Services
Indiana
-$479K -17,390 Closed
QI
244
Quotient Investors
New York
-$441K -16,000 Closed
AW
245
Alpha Windward
Massachusetts
-$412K -14,940 Closed
EMG
246
Ellington Management Group
Connecticut
-$394K -14,300 Closed
PA
247
Pinnacle Associates
New York
-$351K -12,738 Closed
MCM
248
Murphy Capital Management
New Jersey
-$316K -11,490 Closed
GCP
249
GSA Capital Partners
United Kingdom
-$310K -11,236 Closed
American Century Companies
250
American Century Companies
Missouri
-$308K -11,175 Closed

NJR Hedge Fund Activity: Q3 2015 in Review

234 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2015, worth a combined $1.51B — up 9.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NJR positions and 32 closed out — a net gain of 1 holder — while 76 added to existing stakes and 70 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $19.1M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $15.9M sold.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $1.51B of New Jersey Resources stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 33 funds opened new New Jersey Resources positions in Q3 2015 and 32 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q3 2015 was Energy Income Partners, an estimated $19.1M added.
  • The largest New Jersey Resources seller in Q3 2015 was Copeland Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2015.