We are live on ! Find out more
NJR icon

New Jersey Resources

268 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

1.04% more ownership

Funds ownership: 67.22%68.25% (+1%)

2% more capital invested

Capital invested by funds: $2.97B → $3.03B (+$60.2M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 272268 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
268
Holders Change
-4
Holders Change %
-1.47%
% of All Funds
5.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
101
Reduced
80
Closed
23
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
226
Certified Advisory Corp
Florida
$63K
HFM
227
Harvest Fund Management
China
$61K
SFG
228
SevenBridge Financial Group
Pennsylvania
$56K
Point72 Asset Management
229
Point72 Asset Management
Connecticut
$55K +$54.2K +1,100 New
TWA
230
TCI Wealth Advisors
Arizona
$54K
SIS
231
Sound Income Strategies
Florida
$52K
ATC
232
Adirondack Trust Company
New York
$45K
RIA
233
Realta Investment Advisors
Delaware
$45K +$20.7K +421 +84%
SCA
234
Stonebridge Capital Advisors
Minnesota
$45K +$44.3K +900 New
EWM
235
Executive Wealth Management
Michigan
$45K +$44.9K +912 New
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$42K -$246 -5 -0.6%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$41K -$2.32K -47 -5%
NL
238
NVWM LLC
Pennsylvania
$28K
WEC
239
Winslow Evans & Crocker
Massachusetts
$28K
TCOV
240
Trust Company of Vermont
Vermont
$21K
LC
241
Lindbrook Capital
California
$20K
FHA
242
Flagship Harbor Advisors
Massachusetts
$20K +$99 +2 +0.5%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$14K -$13.3K -270 -50%
RE
244
RBC Europe
United Kingdom
$13.9K
FIA
245
FNY Investment Advisers
New York
$12K -$9.02K -183 -43%
OAM
246
Oppenheimer Asset Management
New York
$12K +$1.18K +24 +12%
CFB
247
Cullen/Frost Bankers
Texas
$12K +$12K +243 New
VCM
248
Versant Capital Management
Arizona
$11K -$11.8K -239 -50%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$11K -$10.4K -212 -50%
AIM
250
Anchor Investment Management
South Carolina
$9.95K

NJR Hedge Fund Activity: Q2 2019 in Review

268 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2019, worth a combined $3.03B — up 2% from $2.97B a quarter earlier.

Fund positioning in NJR was balanced in Q2 2019: 23 funds opened new positions, 23 closed out, 101 added to existing stakes and 80 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $25.9M. The largest seller was AQR Capital Management, cutting an estimated $7.67M.

  • 268 institutional investors held New Jersey Resources (NJR) as of Q2 2019, down from 272 in Q1 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q2 2019, up 2% quarter-over-quarter.
  • 23 funds opened new New Jersey Resources positions in Q2 2019 and 23 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q2 2019 was Nuveen, an estimated $25.9M added.
  • The largest New Jersey Resources seller in Q2 2019 was AQR Capital Management, an estimated $7.67M sold.

Based on aggregated 13F filings for Q2 2019.