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New Jersey Resources
NJR

226 hedge funds and large institutions have $1.51B invested in New Jersey Resources in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

27% more capital invested

Capital invested by funds: $1.19B → $1.51B (+$324M)

22% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 59

14% more funds holding

Funds holding: 199 → 226 (+27)

12.19% more ownership

Funds ownership: 113.6% → 125.79% (+12%)

Holders
226
Holders Change
+27
Holders Change %
+13.57%
% of All Funds
6.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
48
Increased
72
Reduced
59
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$25.2M
2
Norges Bank
Norges Bank
Norway
+$19.9M
3
CCM
Channing Capital Management
Illinois
+$18.8M
4
BIT
BlackRock Institutional Trust
California
+$17.1M
5
WHG
Westwood Holdings Group
Texas
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15.1M
2
Prudential Financial
Prudential Financial
New Jersey
-$6.29M
3
WHRC
W.H. Reaves & Co
New Jersey
-$6.17M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.01M
5
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
51
Dupont Capital Management
Delaware
$4.47M +$4.06M +156,260 New
MIU
52
Man Investments (UK)
United Kingdom
$4.43M +$4.03M +155,186 New
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.4M +$52K +2,000 +1%
AllianceBernstein
54
AllianceBernstein
Tennessee
$4.36M -$83.4K -3,206 -2%
CIP
55
Convergence Investment Partners
Florida
$4.02M +$3.66M +140,736 New
DIA
56
Dean Investment Associates
Ohio
$3.86M +$111K +4,270 +3%
RS
57
Robeco Schweiz
Switzerland
$3.84M – – –
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$3.83M -$83.8K -3,224 -2%
KBC Group
59
KBC Group
Belgium
$3.6M – – –
MAM
60
Martingale Asset Management
Massachusetts
$3M +$2.45M +94,378 +890%
BlackRock
61
BlackRock
New York
$2.86M +$594K +22,844 +30%
NFA
62
Nationwide Fund Advisors
Ohio
$2.79M -$14.5K -556 -0.6%
BCM
63
Bridgeway Capital Management
Texas
$2.77M +$2.52M +97,100 New
RFC
64
Russell Frank Company
Washington
$2.73M -$2.75M -105,630 -50%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.64M – – –
HH
66
HWG Holdings
Texas
$2.64M +$2.4M +92,260 New
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.57M +$2.34M +90,000 New
TPSF
68
Texas Permanent School Fund
Texas
$2.44M +$3.43K +132 +0.2%
Comerica Bank
69
Comerica Bank
Texas
$2.36M -$59.1K -2,274 -3%
Asset Management One
70
Asset Management One
Japan
$2.34M +$2.12M +81,694 New
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$2.31M +$277K +10,648 +15%
SM
72
Stratton Management
Pennsylvania
$2.19M – – –
ClearBridge Investments
73
ClearBridge Investments
New York
$2.18M -$1.96M -75,416 -50%
ARC
74
Absolute Return Capital
Massachusetts
$2.01M +$1.68M +64,714 +1,137%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$1.98M -$224K -8,620 -11%
1 2
3
4 5

NJR Hedge Fund Activity: Q2 2014 in Review

226 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2014, worth a combined $1.51B — up 27% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NJR positions and 20 closed out — a net gain of 28 holders — while 72 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $15.1M.

  • 226 institutional investors held New Jersey Resources (NJR) as of Q2 2014, up from 199 in Q1 2014.
  • Funds reported $1.51B of New Jersey Resources stock for Q2 2014, up 27% quarter-over-quarter.
  • 48 funds opened new New Jersey Resources positions in Q2 2014 and 20 closed out, a net change of +28 holders.
  • The largest New Jersey Resources buyer in Q2 2014 was Vanguard Group, an estimated $25.2M added.
  • The largest New Jersey Resources seller in Q2 2014 was Lord, Abbett & Co, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2014.