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New Jersey Resources
NJR

241 hedge funds and large institutions have $1.66B invested in New Jersey Resources in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

19% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 69

10% more capital invested

Capital invested by funds: $1.51B → $1.66B (+$152M)

3% more funds holding

Funds holding: 234 → 241 (+7)

0.02% less ownership

Funds ownership: 58.72% → 58.7% (-0.02%)

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
6.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
82
Reduced
69
Closed
26
Calls
$933K
Puts
–
Net Calls
+$933K
Net Calls Change
-$872K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.3M
2
NI
Numeric Investors
Massachusetts
+$16.7M
3
BCM
BlueCrest Capital Management
Jersey
+$10.2M
4
AAM
Ardevora Asset Management
United Kingdom
+$10.1M
5
BFA
BlackRock Fund Advisors
California
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
CRCP
Copper Rock Capital Partners
Massachusetts
-$26.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
3
TA
Teachers Advisors
New York
-$13.1M
4
Morgan Stanley
Morgan Stanley
New York
-$11.6M
5
LM
Luminus Management
Texas
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
251
Secor Capital Advisors
New York
– -$489K -16,293 Closed
CIBC World Market
252
CIBC World Market
Ontario, Canada
– -$395K -13,163 Closed
Two Sigma Advisers
253
Two Sigma Advisers
New York
– -$378K -12,584 Closed
GS
254
GAM Systematic
United Kingdom
– -$328K -10,925 Closed
HCMT
255
Highland Capital Management (Texas)
Texas
– -$300K -10,000 Closed
DTL
256
Dynamic Technology Lab
Singapore
– -$246K -8,209 Closed
GAM
257
Gotham Asset Management
New York
– -$238K -7,929 Closed
VRS
258
Virginia Retirement Systems
Virginia
– -$237K -7,900 Closed
CG
259
Clinton Group
New York
– -$221K -7,356 Closed
Two Sigma Investments
260
Two Sigma Investments
New York
– -$213K -7,095 Closed
Loomis, Sayles & Company
261
Loomis, Sayles & Company
Massachusetts
– -$193K -6,421 Closed
LFR
262
Lehman Financial Resources
Pennsylvania
– -$27K -900 Closed
SIM
263
Sonora Investment Management
Arizona
– -$16K -604 Closed
W
264
Wealthfront
California
– -$14K -474 Closed
PFBT
265
Parkside Financial Bank & Trust
Missouri
– -$9K -300 Closed
BCM
266
Brookstone Capital Management
Illinois
– -$7K -225 Closed
PIA
267
Piedmont Investment Advisors
North Carolina
– -$2.82K -94 Closed
7 8 9 10
11

NJR Hedge Fund Activity: Q4 2015 in Review

241 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2015, worth a combined $1.66B — up 10% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NJR positions and 26 closed out — a net gain of 12 holders — while 82 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.3M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $26.8M sold.

  • 241 institutional investors held New Jersey Resources (NJR) as of Q4 2015, up from 234 in Q3 2015.
  • Funds reported $1.66B of New Jersey Resources stock for Q4 2015, up 10% quarter-over-quarter.
  • 38 funds opened new New Jersey Resources positions in Q4 2015 and 26 closed out, a net change of +12 holders.
  • The largest New Jersey Resources buyer in Q4 2015 was Fidelity Investments, an estimated $18.3M added.
  • The largest New Jersey Resources seller in Q4 2015 was Copper Rock Capital Partners, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2015.