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New Jersey Resources
NJR

290 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% more capital invested

Capital invested by funds: $2.79B → $3.03B (+$243M)

8% more funds holding

Funds holding: 268 → 290 (+22)

2.62% more ownership

Funds ownership: 68.45% → 71.06% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
290
Holders Change
+22
Holders Change %
+8.21%
% of All Funds
5.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
60
Increased
111
Reduced
66
Closed
32
Calls
$205K
Puts
–
Net Calls
+$205K
Net Calls Change
-$157K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$48.5M
2
State Street
State Street
Massachusetts
+$46.5M
3
Franklin Resources
Franklin Resources
California
+$43.1M
4
CC
Carlson Capital
Texas
+$32.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$71.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.89M
3
Millennium Management
Millennium Management
New York
-$6.72M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$5.82M
5
Ameriprise
Ameriprise
Minnesota
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
301
Campbell & Co Investment Adviser
Maryland
– -$471K -10,405 Closed
DA
302
Duality Advisers
Florida
– -$445K -9,830 Closed
CIM
303
CIM Investment Management
Pennsylvania
– -$362K -8,016 Closed
Capital Fund Management (CFM)
304
Capital Fund Management (CFM)
France
– -$344K -7,600 Closed
SFI
305
Susquehanna Fundamental Investments
Pennsylvania
– -$323K -7,150 Closed
Allianz Asset Management
306
Allianz Asset Management
Germany
– -$277K -6,115 Closed
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
– -$242K -5,353 Closed
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
– -$241K -5,323 Closed
NIT
309
NumerixS Investment Technologies
British Columbia, Canada
– -$136K -3,000 Closed
AAMU
310
Amundi Asset Management US
Massachusetts
– -$129K -2,861 Closed
SCA
311
Stonebridge Capital Advisors
Minnesota
– -$41K -900 Closed
AWM
312
AllSquare Wealth Management
New York
– -$36K -800 Closed
CFB
313
Cullen/Frost Bankers
Texas
– -$11K -243 Closed
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
– -$10K -211 Closed
BWA
315
BDO Wealth Advisors
Florida
– -$4K -80 Closed
CBT
316
Capital Bank & Trust
California
– -$3K -71 Closed
HIA
317
Harbor Investment Advisory
Maryland
– +$43 +1 New
9 10 11 12
13

NJR Hedge Fund Activity: Q4 2019 in Review

290 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2019, worth a combined $3.03B — up 8.7% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NJR positions and 32 closed out — a net gain of 28 holders — while 111 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Goldman Sachs, cutting an estimated $71.4M.

  • 290 institutional investors held New Jersey Resources (NJR) as of Q4 2019, up from 268 in Q3 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 60 funds opened new New Jersey Resources positions in Q4 2019 and 32 closed out, a net change of +28 holders.
  • The largest New Jersey Resources buyer in Q4 2019 was BlackRock, an estimated $48.5M added.
  • The largest New Jersey Resources seller in Q4 2019 was Goldman Sachs, an estimated $71.4M sold.

Based on aggregated 13F filings for Q4 2019.