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New Jersey Resources

272 hedge funds and large institutions have $2.97B invested in New Jersey Resources in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

9% more capital invested

Capital invested by funds: $2.72B → $2.97B (+$248M)

0.09% less ownership

Funds ownership: 67.31%67.22% (-0.09%)

2% less funds holding

Funds holding: 278272 (-6)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
94
Reduced
80
Closed
38
Calls
$583K
Puts
Net Calls
+$583K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
51
Phocas Financial Corp
California
$6.13M -$67.9K -1,426 -1%
CIM
52
Castleton Investment Management
Connecticut
$5.99M +$5.72M +120,232 New
Legal & General Group
53
Legal & General Group
United Kingdom
$5.91M +$186K +3,906 +3%
Deutsche Bank
54
Deutsche Bank
Germany
$5.82M -$3.27M -68,782 -37%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$5.76M +$84.5K +1,775 +2%
GAM
56
Griffin Asset Management
New York
$5.6M
Canada Life
57
Canada Life
Manitoba, Canada
$5.42M -$328K -6,883 -6%
UBS AM
58
UBS AM
Illinois
$5.37M +$60.8K +1,278 +1%
Bessemer Group
59
Bessemer Group
New Jersey
$5.2M +$1.27M +26,700 +34%
CEP
60
Chicago Equity Partners
Illinois
$5.12M -$317K -6,670 -6%
CS
61
Credit Suisse
Switzerland
$4.94M +$505K +10,617 +12%
TIS
62
Tortoise Index Solutions
Kansas
$4.9M +$33.2K +697 +0.7%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$4.75M +$100K +2,110 +2%
MIM
64
MetLife Investment Management
New Jersey
$4.62M +$6.95K +146 +0.2%
Barclays
65
Barclays
United Kingdom
$4.6M +$557K +11,700 +14%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$4.46M -$952K -20,000 -18%
QI
67
QS Investors
New York
$4.05M +$3.69M +77,505 +1,985%
RJA
68
Raymond James & Associates
Florida
$3.95M +$180K +3,773 +5%
MOACM
69
Mutual of America Capital Management
New York
$3.9M +$56.4K +1,185 +2%
BTS
70
BB&T Securities
Virginia
$3.81M
HFM
71
Hartford Financial Management
Connecticut
$3.81M
PCA
72
Personal Capital Advisors
California
$3.71M +$358K +7,520 +11%
AG
73
Aperio Group
California
$3.69M -$44.6K -938 -1%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$3.67M
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$3.35M -$50.5K -1,060 -2%

NJR Hedge Fund Activity: Q1 2019 in Review

272 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2019, worth a combined $2.97B — up 9.1% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 34 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 94 added.

The largest buyer was State Street, adding an estimated $15.3M. The largest seller was Teachers Advisors, cutting an estimated $20.7M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q1 2019, down from 278 in Q4 2018.
  • Funds reported $2.97B of New Jersey Resources stock for Q1 2019, up 9.1% quarter-over-quarter.
  • 34 funds opened new New Jersey Resources positions in Q1 2019 and 38 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q1 2019 was State Street, an estimated $15.3M added.
  • The largest New Jersey Resources seller in Q1 2019 was Teachers Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2019.