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New Jersey Resources

239 hedge funds and large institutions have $2.23B invested in New Jersey Resources in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.92B → $2.23B (+$312M)

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2.55% more ownership

Funds ownership: 62.6%65.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 251239 (-12)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
239
Holders Change
-12
Holders Change %
-4.78%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
86
Reduced
75
Closed
26
Calls
$1.78M
Puts
Net Calls
+$1.78M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Anchor Investment Management
South Carolina
$7.92K
DSC
227
Duncker Streett & Co
Missouri
$7K
GAM
228
Gemmer Asset Management
California
$7K
WT
229
Whittier Trust
California
$6K +$5.58K +148 New
EFSCE
230
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
LWCFA
231
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
CG
232
Cutler Group
California
$5K +$5.47K +145 New
CCM
233
Cohen Capital Management
California
$3K +$2.57K +68 New
AAP
234
Arax Advisory Partners
Colorado
$2K
MWM
235
MinichMacGregor Wealth Management
New York
$1K
QCG
236
Quadrant Capital Group
Ohio
$1K
QT
237
Quantbot Technologies
New York
$1K +$1.21K +32 New
Adage Capital Partners
238
Adage Capital Partners
Massachusetts
-$28.5M -803,092 Closed
WHRC
239
W.H. Reaves & Co
New Jersey
-$11.2M -315,900 Closed
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
-$7.71M -217,047 Closed
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
-$5.1M -135,098 Closed
WRF
242
Waddell & Reed Financial
Kansas
-$3.4M -95,686 Closed
PP
243
Paloma Partners
Connecticut
-$2.54M -71,676 Closed
BCM
244
BlueCrest Capital Management
Jersey
-$2.13M -59,905 Closed
AQR Capital Management
245
AQR Capital Management
Connecticut
-$1.23M -34,737 Closed
JG
246
Jefferies Group
New York
-$1.07M -30,209 Closed
MAM
247
Martingale Asset Management
Massachusetts
-$998K -28,103 Closed
BCAM
248
Boston Common Asset Management
Massachusetts
-$831K -23,395 Closed
CIM
249
Calvert Investment Management
Maryland
-$762K -21,465 Closed
CPO
250
Cerity Partners OCIO
New York
-$705K -19,864 Closed

NJR Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2017, worth a combined $2.23B — up 16% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NJR and 19 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 86 added.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $28.5M sold.

  • 239 institutional investors held New Jersey Resources (NJR) as of Q1 2017, down from 251 in Q4 2016.
  • Funds reported $2.23B of New Jersey Resources stock for Q1 2017, up 16% quarter-over-quarter.
  • 19 funds opened new New Jersey Resources positions in Q1 2017 and 26 closed out, a net change of -7 holders.
  • The largest New Jersey Resources buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest New Jersey Resources seller in Q1 2017 was Adage Capital Partners, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2017.