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New Jersey Resources
NJR

251 hedge funds and large institutions have $1.92B invested in New Jersey Resources in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

12% more capital invested

Capital invested by funds: $1.7B → $1.92B (+$213M)

4% more funds holding

Funds holding: 242 → 251 (+9)

2.07% more ownership

Funds ownership: 60.53% → 62.6% (+2.1%)

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
91
Reduced
67
Closed
23
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
-$109K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$22.4M
2
Victory Capital Management
Victory Capital Management
Texas
+$19M
3
Goldman Sachs
Goldman Sachs
New York
+$17.9M
4
EIP
Energy Income Partners
Connecticut
+$16.1M
5
WHRC
W.H. Reaves & Co
New Jersey
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$20.3M
2
State Street
State Street
Massachusetts
-$18.8M
3
Millennium Management
Millennium Management
New York
-$11.4M
4
Invesco
Invesco
Georgia
-$11.3M
5
Norges Bank
Norges Bank
Norway
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
226
Cypress Capital Management (Wyoming)
Wyoming
$19.3K – – –
WEC
227
Winslow Evans & Crocker
Massachusetts
$18.7K – – –
DBT
228
Dubuque Bank & Trust
Iowa
$18K – – –
FM
229
Forward Management
California
$15K – – –
TCOV
230
Trust Company of Vermont
Vermont
$15K – – –
CPP
231
Crow Point Partners
Massachusetts
$14K – – –
ST
232
Smithfield Trust
Pennsylvania
$12K – – –
PAM
233
Panagora Asset Management
Massachusetts
$11K – – –
WCBA
234
Weaver C. Barksdale & Associates
Tennessee
$11K +$1.15K +34 +13%
AIL
235
AGF Investments LLC
Ontario, Canada
$10K +$9.3K +274 New
EA
236
Edge Advisors
Georgia
$9K +$8.83K +260 New
JWA
237
JFS Wealth Advisors
Pennsylvania
$8K -$8.49K -250 -52%
AIM
238
Anchor Investment Management
South Carolina
$7.1K – – –
PSUF
239
People's United Financial
Connecticut
$7K – – –
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$7K +$679 +20 +12%
PMFA
241
Plante Moran Financial Advisors
Michigan
$7K +$6.82K +201 New
DSC
242
Duncker Streett & Co
Missouri
$6K – – –
GAM
243
Gemmer Asset Management
California
$6K +$136 +4 +2%
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
IWM
245
IHT Wealth Management
Illinois
$5K +$5.03K +148 New
LWCFA
246
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
NFG
247
Next Financial Group
Texas
$4K – – –
AAP
248
Arax Advisory Partners
Colorado
$2K +$1.87K +55 New
TSW
249
Thompson Siegel & Walmsley
Virginia
$2K +$2.07K +61 New
QCG
250
Quadrant Capital Group
Ohio
$1K -$2.21K -65 -66%
7 8 9
10
11

NJR Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2016, worth a combined $1.92B — up 12% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 23 closed out — a net gain of 14 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.4M. The largest seller was Adage Capital Partners, cutting an estimated $20.3M.

  • 251 institutional investors held New Jersey Resources (NJR) as of Q4 2016, up from 242 in Q3 2016.
  • Funds reported $1.92B of New Jersey Resources stock for Q4 2016, up 12% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q4 2016 and 23 closed out, a net change of +14 holders.
  • The largest New Jersey Resources buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $22.4M added.
  • The largest New Jersey Resources seller in Q4 2016 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2016.