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New Jersey Resources

250 hedge funds and large institutions have $2.21B invested in New Jersey Resources in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

52% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 62

5% more funds holding

Funds holding: 239250 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.87% less ownership

Funds ownership: 65.15%64.28% (-0.87%)

1% less capital invested

Capital invested by funds: $2.23B → $2.21B (-$21.2M)

Holders
250
Holders Change
+11
Holders Change %
+4.6%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
94
Reduced
62
Closed
19
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
226
Winslow Evans & Crocker
Massachusetts
$20.9K
DBT
227
Dubuque Bank & Trust
Iowa
$20K
AIL
228
AGF Investments LLC
Ontario, Canada
$18K +$8.61K +210 +85%
FM
229
Forward Management
California
$17K
TCOV
230
Trust Company of Vermont
Vermont
$17K
CPP
231
Crow Point Partners
Massachusetts
$16K
AIM
232
Advantage Investment Management
Iowa
$15K +$15.3K +373 New
ST
233
Smithfield Trust
Pennsylvania
$14K
Barclays
234
Barclays
United Kingdom
$11K -$81K -1,974 -89%
WCBA
235
Weaver C. Barksdale & Associates
Tennessee
$11K
JWA
236
JFS Wealth Advisors
Pennsylvania
$9K
AIM
237
Acrospire Investment Management
Illinois
$9K +$9.56K +233 New
PSUF
238
People's United Financial
Connecticut
$8K
OAM
239
Oppenheimer Asset Management
New York
$8K +$8.53K +208 New
AIM
240
Anchor Investment Management
South Carolina
$7.94K
DSC
241
Duncker Streett & Co
Missouri
$7K
GAM
242
Gemmer Asset Management
California
$7K
EA
243
Edge Advisors
Georgia
$6K -$2.87K -70 -30%
WT
244
Whittier Trust
California
$6K
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
WA
246
Winfield Associates
Ohio
$5K +$4.88K +119 New
AAP
247
Arax Advisory Partners
Colorado
$2K
IWM
248
IHT Wealth Management
Illinois
$203
Walleye Trading
249
Walleye Trading
New York
$173 +$178K +4,346 New
WB
250
WesBanco Bank
West Virginia
-$1.23M -31,076 Closed

NJR Hedge Fund Activity: Q2 2017 in Review

250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2017, worth a combined $2.21B — down 0.95% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 19 closed out — a net gain of 13 holders — while 94 added to existing stakes and 62 trimmed.

The largest buyer was Asset Management One, adding an estimated $8.3M. The largest seller was Millennium Management, cutting an estimated $16.1M.

  • 250 institutional investors held New Jersey Resources (NJR) as of Q2 2017, up from 239 in Q1 2017.
  • Funds reported $2.21B of New Jersey Resources stock for Q2 2017, down 0.95% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q2 2017 and 19 closed out, a net change of +13 holders.
  • The largest New Jersey Resources buyer in Q2 2017 was Asset Management One, an estimated $8.3M added.
  • The largest New Jersey Resources seller in Q2 2017 was Millennium Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2017.