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New Jersey Resources

272 hedge funds and large institutions have $2.64B invested in New Jersey Resources in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $300K

41% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 76

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $2.33B → $2.64B (+$307M)

3% more funds holding

Funds holding: 264272 (+8)

0.84% more ownership

Funds ownership: 66.43%67.26% (+0.84%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
6.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
107
Reduced
76
Closed
25
Calls
$1.27M
Puts
$300K
Net Calls
+$975K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$6.07M +$757K +17,912 +15%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$5.98M +$32.7K +775 +0.6%
PFC
53
Phocas Financial Corp
California
$5.8M -$52.4K -1,241 -0.9%
SBH
54
Segall Bryant & Hamill
Illinois
$5.7M +$93.9K +2,223 +2%
GAM
55
Griffin Asset Management
New York
$5.03M
PPA
56
Parametric Portfolio Associates
Washington
$4.91M +$238K +5,633 +5%
Legal & General Group
57
Legal & General Group
United Kingdom
$4.76M -$449K -10,624 -9%
CEP
58
Chicago Equity Partners
Illinois
$4.64M +$452K +10,705 +12%
UBS AM
59
UBS AM
Illinois
$4.52M +$71.6K +1,694 +2%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$4.47M +$4.22M +100,000 New
MIM
61
MetLife Investment Management
New Jersey
$4.2M +$20.1K +476 +0.5%
CS
62
Credit Suisse
Switzerland
$4.2M -$354K -8,375 -8%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$4.2M +$1.27M +30,086 +47%
QI
64
QS Investors
New York
$4.05M +$253 +6 +0%
Man Group
65
Man Group
United Kingdom
$3.83M +$1.64M +38,890 +83%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$3.65M -$16.7M -396,077 -83%
BFA
67
Bragg Financial Advisors
North Carolina
$3.44M
BTS
68
BB&T Securities
Virginia
$3.42M
HFM
69
Hartford Financial Management
Connecticut
$3.42M +$3.23M +76,500 New
MOACM
70
Mutual of America Capital Management
New York
$3.37M +$139K +3,279 +5%
RJA
71
Raymond James & Associates
Florida
$3.37M +$269K +6,372 +9%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$3.34M +$211K +5,000 +7%
Comerica Bank
73
Comerica Bank
Texas
$3.26M -$93.2K -2,207 -3%
UBS Group
74
UBS Group
Switzerland
$3.16M -$381K -9,028 -11%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$3.14M -$144K -3,404 -5%

NJR Hedge Fund Activity: Q2 2018 in Review

272 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2018, worth a combined $2.64B — up 13% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NJR positions and 25 closed out — a net gain of 10 holders — while 107 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $20.2M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q2 2018, up from 264 in Q1 2018.
  • Funds reported $2.64B of New Jersey Resources stock for Q2 2018, up 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2018 and 25 closed out, a net change of +10 holders.
  • The largest New Jersey Resources buyer in Q2 2018 was Wellington Management Group, an estimated $20.2M added.
  • The largest New Jersey Resources seller in Q2 2018 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2018.