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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
OAM
251
Oppenheimer Asset Management
New York
$10K
AIM
252
Anchor Investment Management
South Carolina
$9.96K
GAM
253
Gemmer Asset Management
California
$9K
SCM
254
Shelton Capital Management
Colorado
$5.79K -$262K -5,502 -95%
PFPT
255
Pinnacle Financial Partners (Tennessee)
Tennessee
$5K +$4.76K +100 New
APA
256
American Portfolios Advisors
New York
$4.88K -$2.19K -46 -32%
JAM
257
JCIC Asset Management
Ontario, Canada
$4K
ST
258
Smithfield Trust
Pennsylvania
$4K
BWA
259
BDO Wealth Advisors
Florida
$4K +$3.81K +80 New
IA
260
IFP Advisors
Florida
$3K -$590K -12,388 -99%
BCA
261
Berman Capital Advisors
Georgia
$3K
JCM
262
Jacobi Capital Management
Pennsylvania
$3K +$2.43K +51 New
FGAM
263
Financial Gravity Asset Management
Texas
$3K +$3.05K +64 New
EI
264
Ellevest Inc
New York
$2K +$2.05K +43 New
S
265
SignatureFD
Georgia
$1K -$809 -17 -52%
CAW
266
Cornerstone Advisors (Washington)
Washington
$1K
QCG
267
Quadrant Capital Group
Ohio
$1K
HGWM
268
Harvest Group Wealth Management
Massachusetts
$1K +$1.28K +27 New
GC
269
Globeflex Capital
California
$1K +$1.43K +30 New
GT
270
Glenmede Trust
Pennsylvania
$314 -$59.5K -1,250 -17%
PWPCM
271
Perella Weinberg Partners Capital Management
New York
-$2.63M -57,470 Closed
D.E. Shaw & Co
272
D.E. Shaw & Co
New York
-$2.21M -48,280 Closed
BCM
273
Bridgeway Capital Management
Texas
-$1.76M -38,600 Closed
Arrowstreet Capital
274
Arrowstreet Capital
Massachusetts
-$1.5M -32,800 Closed
EAM
275
EULAV Asset Management
Florida
-$1.16M -25,300 Closed

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.