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New Jersey Resources

268 hedge funds and large institutions have $2.54B invested in New Jersey Resources in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $1.88B → $2.54B (+$655M)

31% more call options, than puts

Call options by funds: $521K | Put options by funds: $398K

6% more funds holding

Funds holding: 252268 (+16)

1.6% more ownership

Funds ownership: 72.77%74.36% (+1.6%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

Holders
268
Holders Change
+16
Holders Change %
+6.35%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
89
Reduced
91
Closed
29
Calls
$521K
Puts
$398K
Net Calls
+$123K
Net Calls Change
-$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$15.8M -$574K -17,652 -4%
GT
27
Glenmede Trust
Pennsylvania
$15.6M -$1.4M -42,980 -9%
Goldman Sachs
28
Goldman Sachs
New York
$15M +$3.56M +109,557 +35%
WHRC
29
W.H. Reaves & Co
New Jersey
$14.9M -$4.04M -124,264 -23%
N
30
Nuveen
North Carolina
$14.3M -$1.18M -36,329 -8%
PPA
31
Parametric Portfolio Associates
Washington
$13.9M -$34.4K -1,057 -0.3%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$13.5M -$6.97M -214,072 -36%
BNP Paribas Asset Management
33
BNP Paribas Asset Management
France
$12.3M +$2.6M +79,881 +30%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$11.7M +$683K +21,001 +7%
Morgan Stanley
35
Morgan Stanley
New York
$10.3M -$5.04M -154,785 -35%
Principal Financial Group
36
Principal Financial Group
Iowa
$10.1M +$248K +7,633 +3%
AllianceBernstein
37
AllianceBernstein
Tennessee
$9.82M -$1.27M -39,182 -12%
Lazard Asset Management
38
Lazard Asset Management
New York
$9.17M +$7.36M +226,251 +712%
JGUA
39
John G. Ullman & Associates
New York
$9.14M +$8.37M +257,165 New
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$8.66M +$908K +27,908 +13%
Bank of America
41
Bank of America
North Carolina
$8.41M +$47.6K +1,462 +0.6%
Legal & General Group
42
Legal & General Group
United Kingdom
$8.35M +$288K +8,845 +4%
Swiss National Bank
43
Swiss National Bank
Switzerland
$7.71M
Deutsche Bank
44
Deutsche Bank
Germany
$7.46M +$2.63M +80,740 +63%
TIS
45
Tortoise Index Solutions
Kansas
$7.13M +$853K +26,219 +15%
VIA
46
Vident Investment Advisory
Georgia
$7.13M +$853K +26,219 +15%
HAI
47
Hennessy Advisors Inc
California
$7.01M -$1.1M -33,700 -15%
KFP
48
Keystone Financial Planning
Ohio
$6.65M +$184K +5,661 +3%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.06M -$246K -7,558 -4%
UBS AM
50
UBS AM
Illinois
$5.39M -$91.8K -2,822 -2%

NJR Hedge Fund Activity: Q4 2020 in Review

268 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2020, worth a combined $2.54B — up 35% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NJR positions and 29 closed out — a net gain of 17 holders — while 89 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $35M. The largest seller was State Street, cutting an estimated $21.6M.

  • 268 institutional investors held New Jersey Resources (NJR) as of Q4 2020, up from 252 in Q3 2020.
  • Funds reported $2.54B of New Jersey Resources stock for Q4 2020, up 35% quarter-over-quarter.
  • 46 funds opened new New Jersey Resources positions in Q4 2020 and 29 closed out, a net change of +17 holders.
  • The largest New Jersey Resources buyer in Q4 2020 was BlackRock, an estimated $35M added.
  • The largest New Jersey Resources seller in Q4 2020 was State Street, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2020.