New Jersey Resources
174 hedge funds and large institutions have $1B invested in New Jersey Resources in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 15 closing their positions.
3,200% more call options, than puts
Call options by funds: $132K | Put options by funds: $4K
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
43% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 46
4% more funds holding
Funds holding: 167 → 174 (+7)
3% more capital invested
Capital invested by funds: $969M → $1B (+$31.3M)
2.51% less ownership
Funds ownership: 112.44% → 109.93% (-2.5%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$11.9M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.55M |
| 3 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$7.4M |
| 4 |
TA
Teachers Advisors
New York
|
+$6.36M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$44.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.6M |
| 3 |
ANRF
Adams Natural Resources Fund
Baltimore,
Maryland
|
-$10.7M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$5.7M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$5.39M |
NJR Hedge Fund Activity: Q3 2013 in Review
174 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2013, worth a combined $1B — up 3.2% from $969M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new NJR positions and 15 closed out — a net gain of 8 holders — while 66 added to existing stakes and 46 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $11.9M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $44.7M sold.
- 174 institutional investors held New Jersey Resources (NJR) as of Q3 2013, up from 167 in Q2 2013.
- Funds reported $1B of New Jersey Resources stock for Q3 2013, up 3.2% quarter-over-quarter.
- 23 funds opened new New Jersey Resources positions in Q3 2013 and 15 closed out, a net change of +8 holders.
- The largest New Jersey Resources buyer in Q3 2013 was AJO LP, an estimated $11.9M added.
- The largest New Jersey Resources seller in Q3 2013 was Neuberger Berman Group, an estimated $44.7M sold.
Based on aggregated 13F filings for Q3 2013.