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New Jersey Resources
NJR

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: 272 → 268 (-4)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$25.9M
2
State Street
State Street
Massachusetts
+$20.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.7M
4
BlackRock
BlackRock
New York
+$8.89M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.32M

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$7.67M
2
CIM
Castleton Investment Management
Connecticut
-$5.99M
3
Renaissance Technologies
Renaissance Technologies
New York
-$5.82M
4
KCM
Kennedy Capital Management
Missouri
-$5.77M
5
Millennium Management
Millennium Management
New York
-$4.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
276
Paloma Partners
Connecticut
– -$211K -4,246 Closed
BCM
277
BlueCrest Capital Management
Jersey
– -$208K -4,172 Closed
MFW
278
Mosaic Family Wealth
Missouri
– -$120K -2,409 Closed
JIR
279
James Investment Research
Ohio
– -$100K -2,000 Closed
MAM
280
Meeder Asset Management
Ohio
– -$52K -1,052 Closed
RFC
281
Regions Financial Corp
Alabama
– -$40K -800 Closed
CWA
282
Clarus Wealth Advisors
Arizona
– -$31K -627 Closed
WAM
283
Wealthspire Advisors (Maryland)
Maryland
– -$17K -351 Closed
DBT
284
Dubuque Bank & Trust
Iowa
– -$12K -250 Closed
PFPT
285
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$5K -100 Closed
EI
286
Ellevest Inc
New York
– -$2K -43 Closed
GC
287
Globeflex Capital
California
– -$1K -30 Closed
S
288
SignatureFD
Georgia
– -$1K -16 Closed
TL
289
TrueWealth LLC
Georgia
– +$99 +2 New
8 9 10 11
12

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.