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New Jersey Resources

242 hedge funds and large institutions have $1.7B invested in New Jersey Resources in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $999K | Put options by funds: $161K

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

0.82% less ownership

Funds ownership: 61.36%60.53% (-0.82%)

2% less funds holding

Funds holding: 248242 (-6)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

16% less capital invested

Capital invested by funds: $2.03B → $1.7B (-$332M)

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
6.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
92
Reduced
73
Closed
21
Calls
$999K
Puts
$161K
Net Calls
+$838K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WFG Advisors
Texas
$12K +$12.4K +350 New
PAM
227
Panagora Asset Management
Massachusetts
$10K
WCBA
228
Weaver C. Barksdale & Associates
Tennessee
$9K +$991 +28 +12%
TCIM
229
TIAA CREF Investment Management
New York
$8.65K -$42.6K -1,205 -0.5%
PSUF
230
People's United Financial
Connecticut
$7K
AIM
231
Anchor Investment Management
South Carolina
$6.57K
GAM
232
Gemmer Asset Management
California
$6K
DSC
233
Duncker Streett & Co
Missouri
$5K
WAM
234
Wealthspire Advisors (Maryland)
Maryland
$5K +$4.46K +126 +332%
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
LWCFA
236
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
NFG
237
Next Financial Group
Texas
$4K +$3.82K +108 New
QCG
238
Quadrant Capital Group
Ohio
$3K
CG
239
Cutler Group
California
$2K
VOYA Investment Management
240
VOYA Investment Management
Georgia
$1.28K
Citigroup
241
Citigroup
New York
$1K -$189K -5,345 -100%
MWM
242
MinichMacGregor Wealth Management
New York
$1K +$106 +3 +7%
AAM
243
Ardevora Asset Management
United Kingdom
-$29.1M -754,000 Closed
Lazard Asset Management
244
Lazard Asset Management
New York
-$9.78M -253,766 Closed
WBC
245
Westpac Banking Corp
Australia
-$6.66M -172,800 Closed
CCM
246
Copeland Capital Management
Pennsylvania
-$6.04M -156,710 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
247
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.38M -61,604 Closed
RFC
248
Regions Financial Corp
Alabama
-$886K -22,967 Closed
CONA
249
Capital One National Association
New York
-$646K -16,754 Closed
Allianz Asset Management
250
Allianz Asset Management
Germany
-$421K -10,920 Closed

NJR Hedge Fund Activity: Q3 2016 in Review

242 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2016, worth a combined $1.7B — down 16% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NJR and 18 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 92 added.

The largest buyer was Adage Capital Partners, adding an estimated $31.9M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $29.1M sold.

  • 242 institutional investors held New Jersey Resources (NJR) as of Q3 2016, down from 248 in Q2 2016.
  • Funds reported $1.7B of New Jersey Resources stock for Q3 2016, down 16% quarter-over-quarter.
  • 18 funds opened new New Jersey Resources positions in Q3 2016 and 21 closed out, a net change of -3 holders.
  • The largest New Jersey Resources buyer in Q3 2016 was Adage Capital Partners, an estimated $31.9M added.
  • The largest New Jersey Resources seller in Q3 2016 was Ardevora Asset Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2016.