New Jersey Resources
278 hedge funds and large institutions have $2.72B invested in New Jersey Resources in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 33 closing their positions.
213% more call options, than puts
Call options by funds: $895K | Put options by funds: $286K
27% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 33
15% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 79
3% more funds holding
Funds holding: 270 → 278 (+8)
0.55% more ownership
Funds ownership: 66.76% → 67.31% (+0.55%)
0% more capital invested
Capital invested by funds: $2.71B → $2.72B (+$13.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$25.4M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$23.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.9M |
| 4 |
Renaissance Technologies
New York
|
+$13.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$48M |
| 2 |
State Street
Boston,
Massachusetts
|
-$15.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.96M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$5.91M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$4.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$106K | -2,300 | Closed |
|
|
RMAM
302
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$79K | -1,722 | Closed |
|
|
FM
303
Forward Management
San Francisco,
California
| – | -$20K | -426 | Closed |
|
|
PAMG
304
Patton Albertson Miller Group
Chattanooga,
Tennessee
| – | -$19K | -400 | Closed |
|
|
SWP
305
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$14K | -308 | Closed |
|
|
FL
306
Fort LP
Chevy Chase,
Maryland
| – | -$14K | -295 | Closed |
|
|
AIL
307
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$9K | -196 | Closed |
|
|
PFPT
308
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$5K | -100 | Closed |
|
|
CAG
309
Csenge Advisory Group
Clearwater,
Florida
| – | -$1K | -21 | Closed |
|
|
MOS
310
MGO One Seven
Beachwood,
Ohio
| – | +$472 | +10 | New |
|
NJR Hedge Fund Activity: Q4 2018 in Review
278 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2018, worth a combined $2.72B — up 0.49% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new NJR positions and 33 closed out — a net gain of 9 holders — while 91 added to existing stakes and 79 trimmed.
The largest buyer was BlackRock, adding an estimated $25.4M. The largest seller was Wellington Management Group, cutting an estimated $48M.
- 278 institutional investors held New Jersey Resources (NJR) as of Q4 2018, up from 270 in Q3 2018.
- Funds reported $2.72B of New Jersey Resources stock for Q4 2018, up 0.49% quarter-over-quarter.
- 42 funds opened new New Jersey Resources positions in Q4 2018 and 33 closed out, a net change of +9 holders.
- The largest New Jersey Resources buyer in Q4 2018 was BlackRock, an estimated $25.4M added.
- The largest New Jersey Resources seller in Q4 2018 was Wellington Management Group, an estimated $48M sold.
Based on aggregated 13F filings for Q4 2018.