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New Jersey Resources

264 hedge funds and large institutions have $2.33B invested in New Jersey Resources in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,825% more call options, than puts

Call options by funds: $634K | Put options by funds: $8K

35% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 74

1.78% more ownership

Funds ownership: 64.64%66.43% (+1.8%)

3% more capital invested

Capital invested by funds: $2.26B → $2.33B (+$74.5M)

4% less funds holding

Funds holding: 276264 (-12)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
264
Holders Change
-12
Holders Change %
-4.35%
% of All Funds
6.05%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
100
Reduced
74
Closed
38
Calls
$634K
Puts
$8K
Net Calls
+$626K
Net Calls Change
+$434K
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
226
Financial Architects (New Jersey)
New Jersey
$36K -$4.67K -120 -12%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$33K +$117 +3 +0.4%
BFEC
228
Benjamin F. Edwards & Company
Missouri
$32K
RFC
229
Regions Financial Corp
Alabama
$32K
TWA
230
TCI Wealth Advisors
Arizona
$29K
VCM
231
Versant Capital Management
Arizona
$24K
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$22K +$21.2K +545 New
WEC
233
Winslow Evans & Crocker
Massachusetts
$21.1K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$18K -$8.92K -229 -33%
FM
235
Forward Management
California
$17K
TCOV
236
Trust Company of Vermont
Vermont
$17K
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$17K +$623 +16 +4%
CPP
238
Crow Point Partners
Massachusetts
$16K
MFW
239
Mosaic Family Wealth
Missouri
$16K +$15.5K +397 New
NIT
240
NumerixS Investment Technologies
British Columbia, Canada
$12K -$35.1K -900 -75%
PAM
241
Panagora Asset Management
Massachusetts
$12K
RE
242
RBC Europe
United Kingdom
$11.2K
DBT
243
Dubuque Bank & Trust
Iowa
$10K -$9.74K -250 -50%
AF
244
Advisornet Financial
Minnesota
$9K +$8.76K +225 New
AIM
245
Anchor Investment Management
South Carolina
$8.02K
FGC
246
Financial Gravity Companies
Texas
$8K +$2.8K +72 +58%
FGAM
247
Financial Gravity Asset Management
Texas
$8K +$7.67K +197 New
GAM
248
Gemmer Asset Management
California
$7K
APA
249
American Portfolios Advisors
New York
$6.17K
SP
250
SWS Partners
Ohio
$6K -$156 -4 -3%

NJR Hedge Fund Activity: Q1 2018 in Review

264 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2018, worth a combined $2.33B — up 3.3% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 28 opened new positions — a net loss of 10 holders — while 74 trimmed existing stakes and 100 added.

The largest buyer was State Street, adding an estimated $60.2M. The largest seller was Millennium Management, cutting an estimated $32.2M.

  • 264 institutional investors held New Jersey Resources (NJR) as of Q1 2018, down from 276 in Q4 2017.
  • Funds reported $2.33B of New Jersey Resources stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 28 funds opened new New Jersey Resources positions in Q1 2018 and 38 closed out, a net change of -10 holders.
  • The largest New Jersey Resources buyer in Q1 2018 was State Street, an estimated $60.2M added.
  • The largest New Jersey Resources seller in Q1 2018 was Millennium Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q1 2018.