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New Jersey Resources

251 hedge funds and large institutions have $1.92B invested in New Jersey Resources in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

12% more capital invested

Capital invested by funds: $1.7B → $1.92B (+$213M)

4% more funds holding

Funds holding: 242251 (+9)

2.07% more ownership

Funds ownership: 60.53%62.6% (+2.1%)

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
91
Reduced
67
Closed
23
Calls
$729K
Puts
Net Calls
+$729K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$4.87M -$36.8K -1,084 -0.8%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$4.8M +$3.09M +91,098 +207%
CHAM
53
Clear Harbor Asset Management
Connecticut
$4.79M -$91.3K -2,690 -2%
Renaissance Technologies
54
Renaissance Technologies
New York
$4.67M +$3.97M +117,000 +807%
AllianceBernstein
55
AllianceBernstein
Tennessee
$4.63M -$2.38K -70 -0.1%
USAA
56
United Services Automobile Association
Texas
$4.46M -$133K -3,920 -3%
BG
57
BlackRock Group
United Kingdom
$4.46M +$305K +8,993 +8%
CCM
58
Channing Capital Management
Illinois
$4.13M -$994K -29,291 -20%
Massachusetts Financial Services
59
Massachusetts Financial Services
Massachusetts
$4.13M +$831K +24,467 +27%
LAM
60
Lebenthal Asset Management
New York
$3.99M
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$3.95M +$5.87K +173 +0.2%
SBH
62
Segall Bryant & Hamill
Illinois
$3.8M +$40.2K +1,184 +1%
CS
63
Credit Suisse
Switzerland
$3.78M +$275K +8,089 +8%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$3.73M -$513K -15,119 -13%
BA
65
BlackRock Advisors
Delaware
$3.66M +$70.7K +2,081 +2%
Invesco
66
Invesco
Georgia
$3.41M -$11.3M -331,512 -78%
WRF
67
Waddell & Reed Financial
Kansas
$3.4M -$3.33M -98,114 -51%
UBS Group
68
UBS Group
Switzerland
$3.12M +$911K +26,827 +44%
Legal & General Group
69
Legal & General Group
United Kingdom
$2.93M +$681K +20,048 +32%
GC
70
Guggenheim Capital
Illinois
$2.77M -$475K -13,978 -15%
BFA
71
Bragg Financial Advisors
North Carolina
$2.73M
BTS
72
BB&T Securities
Virginia
$2.72M +$2.6M +76,500 New
Prudential Financial
73
Prudential Financial
New Jersey
$2.67M -$3.94M -116,160 -61%
PPA
74
Parametric Portfolio Associates
Washington
$2.59M +$331K +9,754 +15%
PP
75
Paloma Partners
Connecticut
$2.54M +$2.1M +61,753 +622%

NJR Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2016, worth a combined $1.92B — up 12% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 23 closed out — a net gain of 14 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.4M. The largest seller was Adage Capital Partners, cutting an estimated $20.3M.

  • 251 institutional investors held New Jersey Resources (NJR) as of Q4 2016, up from 242 in Q3 2016.
  • Funds reported $1.92B of New Jersey Resources stock for Q4 2016, up 12% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q4 2016 and 23 closed out, a net change of +14 holders.
  • The largest New Jersey Resources buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $22.4M added.
  • The largest New Jersey Resources seller in Q4 2016 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2016.