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New Jersey Resources

174 hedge funds and large institutions have $1.08B invested in New Jersey Resources in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $139K | Put options by funds: $74K

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $1B → $1.08B (+$76.2M)

1.01% more ownership

Funds ownership: 109.93%110.94% (+1%)

0% more funds holding

Funds holding: 174174 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
68
Reduced
53
Closed
18
Calls
$139K
Puts
$74K
Net Calls
+$65K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$9.14M +$461K +20,490 +5%
BIM
27
BlackRock Investment Management
Delaware
$7.57M -$161K -7,158 -2%
Bank of America
28
Bank of America
North Carolina
$7.19M +$233K +10,334 +3%
Charles Schwab
29
Charles Schwab
California
$7.15M +$384K +17,088 +6%
WHRC
30
W.H. Reaves & Co
New Jersey
$7.12M -$3.15M -139,910 -31%
BMCMI
31
Bryn Mawr Capital Management Inc
Pennsylvania
$6.96M -$822K -36,514 -11%
WHG
32
Westwood Holdings Group
Texas
$6.8M +$6.61M +293,960 New
GC
33
Guggenheim Capital
Illinois
$6.42M +$5.37M +238,514 +613%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$5.76M +$302K +13,410 +6%
Goldman Sachs
35
Goldman Sachs
New York
$5.65M +$2M +89,112 +57%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$5.26M -$256K -11,400 -5%
BG
37
BlackRock Group
United Kingdom
$4.74M +$238K +10,572 +5%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.73M +$126K +5,600 +3%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$4.51M
CHAM
40
Clear Harbor Asset Management
Connecticut
$4.26M +$53.1K +2,360 +1%
PPA
41
Parametric Portfolio Associates
Washington
$4.01M +$633K +28,146 +19%
Citadel Advisors
42
Citadel Advisors
Florida
$4M -$157K -6,966 -4%
CIM
43
Confluence Investment Management
Missouri
$3.73M +$783K +34,780 +28%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.64M -$114K -5,054 -3%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$3.5M +$22.5K +1,000 +0.7%
ClearBridge Investments
46
ClearBridge Investments
New York
$3.47M +$67.5K +3,000 +2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.28M -$166K -7,380 -5%
KBC Group
48
KBC Group
Belgium
$2.92M -$1.84M -81,928 -39%
Deutsche Bank
49
Deutsche Bank
Germany
$2.81M -$1.64M -73,040 -38%
USAA
50
United Services Automobile Association
Texas
$2.73M +$167K +7,436 +7%

NJR Hedge Fund Activity: Q4 2013 in Review

174 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2013, worth a combined $1.08B — up 7.6% from $1B a quarter earlier.

Fund positioning in NJR was balanced in Q4 2013: 18 funds opened new positions, 18 closed out, 68 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $7.11M.

  • 174 institutional investors held New Jersey Resources (NJR) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $1.08B of New Jersey Resources stock for Q4 2013, up 7.6% quarter-over-quarter.
  • 18 funds opened new New Jersey Resources positions in Q4 2013 and 18 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest New Jersey Resources seller in Q4 2013 was Lord, Abbett & Co, an estimated $7.11M sold.

Based on aggregated 13F filings for Q4 2013.