New Jersey Resources
252 hedge funds and large institutions have $1.88B invested in New Jersey Resources in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 78 reducing their positions, and 30 closing their positions.
72% more call options, than puts
Call options by funds: $596K | Put options by funds: $346K
33% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 78
1.25% more ownership
Funds ownership: 71.52% → 72.77% (+1.2%)
3% less funds holding
Funds holding: 260 → 252 (-8)
16% less capital invested
Capital invested by funds: $2.24B → $1.88B (-$359M)
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$15.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$14M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.1M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$9.01M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.4M |
| 2 |
BlackRock
New York
|
-$12M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$8.62M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$6.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPS
276
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$15K | -458 | Closed |
|
|
TCOV
277
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$14K | -418 | Closed |
|
|
NIT
278
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$10K | -300 | Closed |
|
|
PA
279
Procyon Advisors
Shelton,
Connecticut
| – | -$5K | -161 | Closed |
|
280
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -116 | Closed |
|
|
HGWM
281
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$244 | +8 | New |
|
NJR Hedge Fund Activity: Q3 2020 in Review
252 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2020, worth a combined $1.88B — down 16% from $2.24B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of NJR and 25 opened new positions — a net loss of 5 holders — while 78 trimmed existing stakes and 104 added.
The largest buyer was First Trust Advisors, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $13.4M.
- 252 institutional investors held New Jersey Resources (NJR) as of Q3 2020, down from 260 in Q2 2020.
- Funds reported $1.88B of New Jersey Resources stock for Q3 2020, down 16% quarter-over-quarter.
- 25 funds opened new New Jersey Resources positions in Q3 2020 and 30 closed out, a net change of -5 holders.
- The largest New Jersey Resources buyer in Q3 2020 was First Trust Advisors, an estimated $15.3M added.
- The largest New Jersey Resources seller in Q3 2020 was Fidelity Investments, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2020.