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New Jersey Resources

276 hedge funds and large institutions have $2.26B invested in New Jersey Resources in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more call options, than puts

Call options by funds: $707K | Put options by funds: $515K

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

10% more funds holding

Funds holding: 250276 (+26)

0.76% more ownership

Funds ownership: 63.89%64.64% (+0.76%)

3% less capital invested

Capital invested by funds: $2.33B → $2.26B (-$71.9M)

Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
6.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
48
Increased
87
Reduced
76
Closed
21
Calls
$707K
Puts
$515K
Net Calls
+$192K
Net Calls Change
-$457K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Advantage Investment Management
Iowa
$17K +$2.49K +58 +16%
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$16K -$5.37K -125 -24%
CPP
253
Crow Point Partners
Massachusetts
$16K
PAM
254
Panagora Asset Management
Massachusetts
$12K -$98.7K -2,297 -88%
WCBA
255
Weaver C. Barksdale & Associates
Tennessee
$12K +$1.8K +42 +16%
SWP
256
Stratos Wealth Partners
Ohio
$12K +$13.2K +308 New
OAJ
257
Ogorek Anthony Joseph
New York
$12K +$13.6K +316 New
RE
258
RBC Europe
United Kingdom
$11.3K
AIL
259
AGF Investments LLC
Ontario, Canada
$9K -$10.1K -234 -51%
AIM
260
Anchor Investment Management
South Carolina
$8.04K
GAM
261
Gemmer Asset Management
California
$7K
APA
262
American Portfolios Advisors
New York
$6.19K +$6.62K +154 New
EA
263
Edge Advisors
Georgia
$6K
SP
264
SWS Partners
Ohio
$6K +$6.32K +147 New
JWA
265
JFS Wealth Advisors
Pennsylvania
$5K -$4.3K -100 -43%
LWCFA
266
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
FGC
267
Financial Gravity Companies
Texas
$5K +$5.37K +125 New
IA
268
IFP Advisors
Florida
$3K -$1.61M -37,507 -100%
ST
269
Smithfield Trust
Pennsylvania
$3K -$11.8K -275 -79%
RWA
270
Ropes Wealth Advisors
Massachusetts
$3K
AAP
271
Arax Advisory Partners
Colorado
$2K
QCG
272
Quadrant Capital Group
Ohio
$2K
NFA
273
Nationwide Fund Advisors
Ohio
-$10.8M -255,745 Closed
State of Tennessee, Department of Treasury
274
State of Tennessee, Department of Treasury
Tennessee
-$3.37M -80,000 Closed
DILIC
275
Dai-ichi Life Insurance Company
Japan
-$2.79M -66,235 Closed

NJR Hedge Fund Activity: Q4 2017 in Review

276 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2017, worth a combined $2.26B — down 3.1% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NJR positions and 21 closed out — a net gain of 27 holders — while 87 added to existing stakes and 76 trimmed.

The largest buyer was Millennium Management, adding an estimated $20M. The largest seller was State Street, cutting an estimated $33.8M.

  • 276 institutional investors held New Jersey Resources (NJR) as of Q4 2017, up from 250 in Q3 2017.
  • Funds reported $2.26B of New Jersey Resources stock for Q4 2017, down 3.1% quarter-over-quarter.
  • 48 funds opened new New Jersey Resources positions in Q4 2017 and 21 closed out, a net change of +27 holders.
  • The largest New Jersey Resources buyer in Q4 2017 was Millennium Management, an estimated $20M added.
  • The largest New Jersey Resources seller in Q4 2017 was State Street, an estimated $33.8M sold.

Based on aggregated 13F filings for Q4 2017.