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New Jersey Resources

239 hedge funds and large institutions have $2.23B invested in New Jersey Resources in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.92B → $2.23B (+$312M)

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2.55% more ownership

Funds ownership: 62.6%65.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 251239 (-12)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
239
Holders Change
-12
Holders Change %
-4.78%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
86
Reduced
75
Closed
26
Calls
$1.78M
Puts
Net Calls
+$1.78M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$4.87M -$283K -7,500 -6%
SBH
52
Segall Bryant & Hamill
Illinois
$4.84M +$576K +15,253 +14%
USAA
53
United Services Automobile Association
Texas
$4.83M -$145K -3,850 -3%
LAM
54
Lebenthal Asset Management
New York
$4.46M
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$4.43M -$163K -4,316 -4%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$4.41M +$9.09K +241 +0.2%
Invesco
57
Invesco
Georgia
$4.27M +$443K +11,739 +12%
PPA
58
Parametric Portfolio Associates
Washington
$4.09M +$1.14M +30,283 +41%
CCM
59
Channing Capital Management
Illinois
$4.07M -$509K -13,480 -12%
Legal & General Group
60
Legal & General Group
United Kingdom
$3.68M +$391K +10,371 +13%
WG
61
Winton Group
United Kingdom
$3.64M +$1.6M +42,353 +85%
Comerica Bank
62
Comerica Bank
Texas
$3.23M +$585K +15,505 +24%
Prudential Financial
63
Prudential Financial
New Jersey
$3.23M +$240K +6,370 +8%
CS
64
Credit Suisse
Switzerland
$3.21M -$960K -25,451 -24%
BFA
65
Bragg Financial Advisors
North Carolina
$3.05M +$6.23K +165 +0.2%
BTS
66
BB&T Securities
Virginia
$3.03M
UBS AM
67
UBS AM
Illinois
$2.85M +$889K +23,554 +49%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$2.77M -$17.7K -470 -0.7%
MOACM
69
Mutual of America Capital Management
New York
$2.68M +$68K +1,802 +3%
TPSF
70
Texas Permanent School Fund
Texas
$2.48M -$11.6K -307 -0.5%
UBS Group
71
UBS Group
Switzerland
$2.45M -$982K -26,039 -30%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$2.44M
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2.43M -$53.8K -1,425 -2%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$2.41M -$43.4K -1,149 -2%
QI
75
QS Investors
New York
$2.29M +$143K +3,800 +7%

NJR Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2017, worth a combined $2.23B — up 16% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NJR and 19 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 86 added.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $28.5M sold.

  • 239 institutional investors held New Jersey Resources (NJR) as of Q1 2017, down from 251 in Q4 2016.
  • Funds reported $2.23B of New Jersey Resources stock for Q1 2017, up 16% quarter-over-quarter.
  • 19 funds opened new New Jersey Resources positions in Q1 2017 and 26 closed out, a net change of -7 holders.
  • The largest New Jersey Resources buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest New Jersey Resources seller in Q1 2017 was Adage Capital Partners, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2017.