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New Jersey Resources

272 hedge funds and large institutions have $2.64B invested in New Jersey Resources in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $300K

41% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 76

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $2.33B → $2.64B (+$307M)

3% more funds holding

Funds holding: 264272 (+8)

0.84% more ownership

Funds ownership: 66.43%67.26% (+0.84%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
6.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
107
Reduced
76
Closed
25
Calls
$1.27M
Puts
$300K
Net Calls
+$975K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
M
226
MOTCO
Texas
$60K
CAC
227
Certified Advisory Corp
Florida
$57K +$42 +1 +0.1%
Citigroup
228
Citigroup
New York
$56K -$338K -8,000 -86%
PCM
229
Penserra Capital Management
California
$56K +$53.4K +1,264 New
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$54K
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$53K +$49.6K +1,175 New
SFG
232
SevenBridge Financial Group
Pennsylvania
$51K
TWA
233
TCI Wealth Advisors
Arizona
$48K +$15.2K +360 +50%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$46K +$8.57K +203 +25%
TRCT
235
Tower Research Capital (TRC)
New York
$44K -$448K -10,601 -92%
ATC
236
Adirondack Trust Company
New York
$41K
FANJ
237
Financial Architects (New Jersey)
New Jersey
$40K
AIM
238
Assured Investment Management
New York
$39K -$540K -12,794 -94%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$36K
RFC
240
Regions Financial Corp
Alabama
$36K
MFW
241
Mosaic Family Wealth
Missouri
$29K +$10.7K +254 +64%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$27K +$2.92K +69 +13%
VCM
243
Versant Capital Management
Arizona
$26K -$84 -2 -0.3%
CWA
244
Clarus Wealth Advisors
Arizona
$25K +$25.8K +611 New
WEC
245
Winslow Evans & Crocker
Massachusetts
$24K
FM
246
Forward Management
California
$19K
TCOV
247
Trust Company of Vermont
Vermont
$19K
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$18K -$2.03K -48 -10%
FHA
249
Flagship Harbor Advisors
Massachusetts
$18K +$17.8K +421 New
QT
250
Quantbot Technologies
New York
$18K +$17.9K +424 New

NJR Hedge Fund Activity: Q2 2018 in Review

272 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2018, worth a combined $2.64B — up 13% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NJR positions and 25 closed out — a net gain of 10 holders — while 107 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $20.2M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q2 2018, up from 264 in Q1 2018.
  • Funds reported $2.64B of New Jersey Resources stock for Q2 2018, up 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2018 and 25 closed out, a net change of +10 holders.
  • The largest New Jersey Resources buyer in Q2 2018 was Wellington Management Group, an estimated $20.2M added.
  • The largest New Jersey Resources seller in Q2 2018 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2018.