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New Jersey Resources
NJR

234 hedge funds and large institutions have $1.51B invested in New Jersey Resources in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.38B → $1.51B (+$126M)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.09% more ownership

Funds ownership: 58.63% → 58.72% (+0.09%)

0% more funds holding

Funds holding: 234 → 234 (0)

Holders
234
Holders Change
–
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
76
Reduced
70
Closed
32
Calls
$1.8M
Puts
–
Net Calls
+$1.8M
Net Calls Change
+$642K

Top Buyers

1
EIP
Energy Income Partners
Connecticut
+$19.1M
2
Ameriprise
Ameriprise
Minnesota
+$9.54M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.74M
4
GT
Glenmede Trust
Pennsylvania
+$8.41M
5
HAM
Hillcrest Asset Management
Texas
+$6.68M

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
-$15.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$12.1M
3
Prudential Financial
Prudential Financial
New Jersey
-$11M
4
Millennium Management
Millennium Management
New York
-$6.88M
5
HAI
Hennessy Advisors Inc
California
-$5.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
251
Vident Investment Advisory
Georgia
– -$295K -10,691 Closed
M&T Bank
252
M&T Bank
New York
– -$236K -8,577 Closed
Allianz Asset Management
253
Allianz Asset Management
Germany
– -$210K -7,630 Closed
HI
254
HBK Investments
Texas
– -$207K -7,500 Closed
BJ
255
BlackRock Japan
Japan
– -$93K -3,367 Closed
JG
256
Jefferies Group
New York
– -$65K -2,348 Closed
CG
257
Colony Group
Massachusetts
– -$54K -1,961 Closed
Walleye Trading
258
Walleye Trading
New York
– -$39K -1,425 Closed
Fuller & Thaler Asset Management
259
Fuller & Thaler Asset Management
California
– -$33K -1,200 Closed
MOACM
260
Mutual of America Capital Management
New York
– -$26K -950 Closed
FANJ
261
Financial Architects (New Jersey)
New Jersey
– -$25K -900 Closed
PR
262
Payden & Rygel
California
– -$19K -680 Closed
AGM
263
Alpine Global Management
New York
– -$8K -300 Closed
MFS
264
MSI Financial Services
Massachusetts
– -$8K -300 Closed
MCM
265
MV Capital Management
Maryland
– -$3K -92 Closed
7 8 9 10
11

NJR Hedge Fund Activity: Q3 2015 in Review

234 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2015, worth a combined $1.51B — up 9.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NJR positions and 32 closed out — a net gain of 1 holder — while 76 added to existing stakes and 70 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $19.1M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $15.9M sold.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $1.51B of New Jersey Resources stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 33 funds opened new New Jersey Resources positions in Q3 2015 and 32 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q3 2015 was Energy Income Partners, an estimated $19.1M added.
  • The largest New Jersey Resources seller in Q3 2015 was Copeland Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2015.