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New Jersey Resources
NJR

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: 237 → 234 (-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

Top Buyers

1
CRCP
Copper Rock Capital Partners
Massachusetts
+$26.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$17.7M
3
Millennium Management
Millennium Management
New York
+$11.7M
4
Goldman Sachs
Goldman Sachs
New York
+$4.51M
5
CCM
Copeland Capital Management
Pennsylvania
+$3.8M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$23.4M
2
American Century Companies
American Century Companies
Missouri
-$18.3M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$11.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$11.8M
5
Jane Street
Jane Street
New York
-$8.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
51
Segall Bryant & Hamill
Illinois
$3.84M +$50.5K +1,690 +1%
AllianceBernstein
52
AllianceBernstein
Tennessee
$3.83M +$23.9K +800 +0.6%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$3.81M -$141K -4,700 -3%
CCM
54
Channing Capital Management
Illinois
$3.76M -$23.4M -781,679 -85%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$3.75M -$65.8K -2,200 -2%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.64M -$873K -29,200 -18%
KBC Group
57
KBC Group
Belgium
$3.23M +$3.51M +117,320 New
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$3.22M -$5.92M -198,000 -63%
BA
59
BlackRock Advisors
Delaware
$3.02M +$159K +5,311 +5%
Citadel Advisors
60
Citadel Advisors
Florida
$3.02M +$2.78M +92,892 +561%
GAM
61
Gotham Asset Management
New York
$2.9M +$3.15M +105,415 New
MAM
62
Martingale Asset Management
Massachusetts
$2.74M -$59.1K -1,976 -2%
HCM
63
Highbridge Capital Management
New York
$2.66M +$2.89M +96,654 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$2.63M +$50.8K +1,700 +2%
CS
65
Credit Suisse
Switzerland
$2.62M -$2.29M -76,461 -45%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$2.5M -$324K -10,820 -11%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$2.49M +$477K +15,958 +21%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$2.48M – – –
BlackRock
69
BlackRock
New York
$2.47M -$94.6K -3,163 -3%
OIM
70
Opus Investment Management
Massachusetts
$2.35M -$562K -18,800 -18%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$2.33M -$197K -6,575 -7%
Legal & General Group
72
Legal & General Group
United Kingdom
$2.29M +$469K +15,678 +23%
OA
73
OFI Advisors
Pennsylvania
$2.13M +$275K +9,197 +14%
SM
74
Stratton Management
Pennsylvania
$2.11M – – –
HSBC Holdings
75
HSBC Holdings
United Kingdom
$2.1M +$2.28M +76,357 New
1 2
3
4 5

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.