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New Jersey Resources
NJR

237 hedge funds and large institutions have $1.59B invested in New Jersey Resources in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

2% more funds holding

Funds holding: 232 → 237 (+5)

2% more capital invested

Capital invested by funds: $1.57B → $1.59B (+$25.5M)

61.23% less ownership

Funds ownership: 121.28% → 60.05% (-61%)

Holders
237
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
6.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
84
Reduced
71
Closed
24
Calls
$322K
Puts
–
Net Calls
+$322K
Net Calls Change
-$162K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$34M
2
Goldman Sachs
Goldman Sachs
New York
+$21.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$17.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$13.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
-$116M
2
CCM
Channing Capital Management
Illinois
-$8.03M
3
OCG
Opus Capital Group
Ohio
-$7.21M
4
AP
AHL Partners
United Kingdom
-$4.45M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.01M +$79.2K +2,524 +2%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$4.79M -$91K -2,900 -2%
RS
53
Robeco Schweiz
Switzerland
$4.73M -$3.2M -102,000 -40%
USAA
54
United Services Automobile Association
Texas
$4.71M -$232K -7,404 -5%
PPA
55
Parametric Portfolio Associates
Washington
$4.59M -$399K -12,700 -8%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$4.44M +$126K +4,030 +3%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$4.29M -$104K -3,300 -2%
AllianceBernstein
58
AllianceBernstein
Tennessee
$4.29M – – –
SBH
59
Segall Bryant & Hamill
Illinois
$4.28M -$8.47K -270 -0.2%
CIP
60
Convergence Investment Partners
Florida
$4.01M +$1.22M +38,857 +43%
PP
61
Paloma Partners
Connecticut
$3.81M +$3.5M +111,632 +1,029%
WHG
62
Westwood Holdings Group
Texas
$3.8M – – –
RFC
63
Russell Frank Company
Washington
$3.43M +$150K +4,790 +5%
OIM
64
Opus Investment Management
Massachusetts
$3.24M -$584K -18,600 -15%
BA
65
BlackRock Advisors
Delaware
$3.23M +$252K +8,015 +8%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$3.21M +$1.75M +55,789 +117%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$3.16M +$632K +20,127 +25%
MAM
68
Martingale Asset Management
Massachusetts
$3.15M -$85.8K -2,734 -3%
BCM
69
Bridgeway Capital Management
Texas
$3M – – –
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.91M +$31.4K +1,000 +1%
BlackRock
71
BlackRock
New York
$2.89M +$131K +4,165 +5%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$2.83M +$1.27M +40,446 +80%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$2.79M – – –
Comerica Bank
74
Comerica Bank
Texas
$2.69M -$2.42M -77,262 -47%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$2.64M +$703K +22,396 +36%
1 2
3
4 5

NJR Hedge Fund Activity: Q1 2015 in Review

237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2015, worth a combined $1.59B — up 1.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 24 closed out — a net gain of 8 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34M. The largest seller was BlackRock Fund Advisors, cutting an estimated $116M.

  • 237 institutional investors held New Jersey Resources (NJR) as of Q1 2015, up from 232 in Q4 2014.
  • Funds reported $1.59B of New Jersey Resources stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2015 and 24 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2015 was Vanguard Group, an estimated $34M added.
  • The largest New Jersey Resources seller in Q1 2015 was BlackRock Fund Advisors, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2015.