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New Jersey Resources

234 hedge funds and large institutions have $1.38B invested in New Jersey Resources in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

1% less funds holding

Funds holding: 237234 (-3)

1.42% less ownership

Funds ownership: 60.05%58.63% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

13% less capital invested

Capital invested by funds: $1.59B → $1.38B (-$213M)

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
67
Reduced
76
Closed
37
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$10.8M +$11.7M +392,167 New
TCIM
27
TIAA CREF Investment Management
New York
$10.8M -$1.69M -56,670 -13%
Invesco
28
Invesco
Georgia
$10.5M +$968K +32,367 +9%
Charles Schwab
29
Charles Schwab
California
$9.93M +$851K +28,450 +9%
First Trust Advisors
30
First Trust Advisors
Illinois
$8.43M +$205K +6,852 +2%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$8.24M -$275K -9,190 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$8.19M -$14.3K -477 -0.2%
EIP
33
Energy Income Partners
Connecticut
$7.66M +$683K +22,860 +9%
Bank of America
34
Bank of America
North Carolina
$7.63M +$2.57M +85,827 +45%
CIM
35
Confluence Investment Management
Missouri
$7.1M +$226K +7,551 +3%
AAM
36
Ardevora Asset Management
United Kingdom
$6.89M +$472K +15,800 +7%
AQR Capital Management
37
AQR Capital Management
Connecticut
$6.75M -$1.12M -37,454 -13%
BG
38
BlackRock Group
United Kingdom
$6.46M +$399K +13,347 +6%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$5.89M -$114K -3,800 -2%
NI
40
Numeric Investors
Massachusetts
$5.64M -$5.22M -174,542 -46%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$5.56M +$1.81M +60,459 +43%
Adage Capital Partners
42
Adage Capital Partners
Massachusetts
$4.88M -$11.8M -393,469 -69%
CHAM
43
Clear Harbor Asset Management
Connecticut
$4.88M -$2.84K -95 -0.1%
Comerica Bank
44
Comerica Bank
Texas
$4.86M +$2.69M +89,916 +104%
NFA
45
Nationwide Fund Advisors
Ohio
$4.49M -$604K -20,186 -11%
RFC
46
Russell Frank Company
Washington
$4.49M +$1.57M +52,424 +47%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$4.31M +$63.9K +2,137 +1%
USAA
48
United Services Automobile Association
Texas
$4.23M +$59.8K +2,000 +1%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$4.09M -$2.27M -76,065 -34%
PPA
50
Parametric Portfolio Associates
Washington
$4.04M -$33.8K -1,132 -0.8%

NJR Hedge Fund Activity: Q2 2015 in Review

234 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2015, worth a combined $1.38B — down 13% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NJR and 35 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 67 added.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $26.8M. The largest seller was Channing Capital Management, cutting an estimated $23.4M.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q2 2015, down from 237 in Q1 2015.
  • Funds reported $1.38B of New Jersey Resources stock for Q2 2015, down 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2015 and 37 closed out, a net change of -2 holders.
  • The largest New Jersey Resources buyer in Q2 2015 was Copper Rock Capital Partners, an estimated $26.8M added.
  • The largest New Jersey Resources seller in Q2 2015 was Channing Capital Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2015.