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New Jersey Resources

272 hedge funds and large institutions have $2.97B invested in New Jersey Resources in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

9% more capital invested

Capital invested by funds: $2.72B → $2.97B (+$248M)

0.09% less ownership

Funds ownership: 67.31%67.22% (-0.09%)

2% less funds holding

Funds holding: 278272 (-6)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
94
Reduced
80
Closed
38
Calls
$583K
Puts
Net Calls
+$583K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
226
Certified Advisory Corp
Florida
$63K
HFM
227
Harvest Fund Management
China
$61K -$121K -2,538 -67%
SFG
228
SevenBridge Financial Group
Pennsylvania
$56K
TWA
229
TCI Wealth Advisors
Arizona
$54K
MAM
230
Meeder Asset Management
Ohio
$52K -$131K -2,759 -72%
SIS
231
Sound Income Strategies
Florida
$52K
ATC
232
Adirondack Trust Company
New York
$46K
BFEC
233
Benjamin F. Edwards & Company
Missouri
$44K -$809 -17 -2%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$42K +$143 +3 +0.4%
RFC
235
Regions Financial Corp
Alabama
$40K
CI
236
CX Institutional
Indiana
$32K +$30.6K +642 New
CWA
237
Clarus Wealth Advisors
Arizona
$31K +$190 +4 +0.6%
WEC
238
Winslow Evans & Crocker
Massachusetts
$28K
NL
239
NVWM LLC
Pennsylvania
$28K +$26.4K +554 New
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$27K -$3.14K -66 -11%
RIA
241
Realta Investment Advisors
Delaware
$25K +$23.8K +500 New
VCM
242
Versant Capital Management
Arizona
$23K -$2.14K -45 -9%
TCOV
243
Trust Company of Vermont
Vermont
$21K
FIA
244
FNY Investment Advisers
New York
$21K +$7.42K +156 +58%
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$21K +$20.1K +423 New
FHA
246
Flagship Harbor Advisors
Massachusetts
$20K +$143 +3 +0.7%
LC
247
Lindbrook Capital
California
$20K +$952 +20 +5%
WAM
248
Wealthspire Advisors (Maryland)
Maryland
$17K +$904 +19 +6%
RE
249
RBC Europe
United Kingdom
$13.9K
DBT
250
Dubuque Bank & Trust
Iowa
$12K

NJR Hedge Fund Activity: Q1 2019 in Review

272 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2019, worth a combined $2.97B — up 9.1% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 34 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 94 added.

The largest buyer was State Street, adding an estimated $15.3M. The largest seller was Teachers Advisors, cutting an estimated $20.7M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q1 2019, down from 278 in Q4 2018.
  • Funds reported $2.97B of New Jersey Resources stock for Q1 2019, up 9.1% quarter-over-quarter.
  • 34 funds opened new New Jersey Resources positions in Q1 2019 and 38 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q1 2019 was State Street, an estimated $15.3M added.
  • The largest New Jersey Resources seller in Q1 2019 was Teachers Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2019.