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New Jersey Resources
NJR

199 hedge funds and large institutions have $1.19B invested in New Jersey Resources in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

14% more funds holding

Funds holding: 174 → 199 (+25)

11% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$113M)

2.66% more ownership

Funds ownership: 110.94% → 113.6% (+2.7%)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $75K

Holders
199
Holders Change
+25
Holders Change %
+14.37%
% of All Funds
5.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
61
Reduced
56
Closed
11
Calls
–
Puts
$75K
Net Calls
-$75K
Net Calls Change
-$140K

Top Buyers

Rank Fund Capital Flow
1
CCM
Channing Capital Management
Illinois
+$8.93M
2
WHG
Westwood Holdings Group
Texas
+$6.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.38M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.85M
5
Morgan Stanley
Morgan Stanley
New York
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$12.7M
2
Invesco
Invesco
Georgia
-$6.24M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.96M
4
Goldman Sachs
Goldman Sachs
New York
-$3.72M
5
GC
Guggenheim Capital
Illinois
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$3.42M -$107K -4,660 -3%
RS
52
Robeco Schweiz
Switzerland
$3.3M +$3.08M +134,000 New
DIA
53
Dean Investment Associates
Ohio
$3.26M +$3M +130,920 New
KBC Group
54
KBC Group
Belgium
$3.14M – – –
NCCM
55
Nine Chapters Capital Management
New Jersey
$2.78M +$2.16M +94,000 +534%
NFA
56
Nationwide Fund Advisors
Ohio
$2.45M -$34.3K -1,494 -1%
Swiss National Bank
57
Swiss National Bank
Switzerland
$2.3M +$344K +15,000 +19%
SONJCPFA
58
State of New Jersey Common Pension Fund A
New Jersey
$2.24M – – –
Millennium Management
59
Millennium Management
New York
$2.24M +$1.46M +63,644 +243%
ProShare Advisors
60
ProShare Advisors
Maryland
$2.22M +$1.73M +75,214 +540%
QI
61
QS Investors
New York
$2.18M +$2.01M +87,600 New
TPSF
62
Texas Permanent School Fund
Texas
$2.12M -$77.3K -3,370 -4%
Comerica Bank
63
Comerica Bank
Texas
$2.11M -$61.5K -2,682 -3%
Goldman Sachs
64
Goldman Sachs
New York
$2.05M -$3.72M -162,184 -66%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$1.94M -$229K -10,000 -11%
BlackRock
66
BlackRock
New York
$1.92M +$54.1K +2,356 +3%
SM
67
Stratton Management
Pennsylvania
$1.91M – – –
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$1.89M -$289K -12,600 -14%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.74M – – –
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$1.67M – – –
AIG
71
American International Group
New York
$1.65M +$40.8K +1,776 +3%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1.61M -$76.6K -3,336 -5%
EVM
73
Eaton Vance Management
Massachusetts
$1.59M – – –
ACI
74
AMP Capital Investors
Australia
$1.56M +$1.25M +54,670 +620%
BFA
75
Bragg Financial Advisors
North Carolina
$1.55M – – –
1 2
3
4 5

NJR Hedge Fund Activity: Q1 2014 in Review

199 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2014, worth a combined $1.19B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 11 closed out — a net gain of 26 holders — while 61 added to existing stakes and 56 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $8.93M. The largest seller was AJO LP, cutting an estimated $12.7M.

  • 199 institutional investors held New Jersey Resources (NJR) as of Q1 2014, up from 174 in Q4 2013.
  • Funds reported $1.19B of New Jersey Resources stock for Q1 2014, up 11% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q1 2014 and 11 closed out, a net change of +26 holders.
  • The largest New Jersey Resources buyer in Q1 2014 was Channing Capital Management, an estimated $8.93M added.
  • The largest New Jersey Resources seller in Q1 2014 was AJO LP, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2014.