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New Jersey Resources

260 hedge funds and large institutions have $2.24B invested in New Jersey Resources in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

5% more funds holding

Funds holding: 247260 (+13)

0.36% less ownership

Funds ownership: 71.88%71.52% (-0.36%)

4% less capital invested

Capital invested by funds: $2.34B → $2.24B (-$96.6M)

Holders
260
Holders Change
+13
Holders Change %
+5.26%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
95
Reduced
69
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$4.98M +$19.9K +600 +0.4%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$4.72M
UBS AM
53
UBS AM
Illinois
$4.64M -$5.13K -155 -0.1%
CHAM
54
Clear Harbor Asset Management
Connecticut
$4.24M +$14.7K +445 +0.3%
Deutsche Bank
55
Deutsche Bank
Germany
$4.18M +$894K +26,974 +27%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$4.01M +$50.8K +1,534 +1%
TA
57
Tiedemann Advisors
New York
$3.95M +$1.03M +31,084 +35%
KFP
58
Keystone Financial Planning
Ohio
$3.93M +$3.98M +120,256 New
Millennium Management
59
Millennium Management
New York
$3.9M -$1.74M -52,488 -31%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$3.81M -$434K -13,107 -10%
Barclays
61
Barclays
United Kingdom
$3.78M +$1.31M +39,662 +52%
BFA
62
Bragg Financial Advisors
North Carolina
$3.5M +$156K +4,704 +5%
AQR Capital Management
63
AQR Capital Management
Connecticut
$3.47M +$3.28M +99,063 +1,059%
Invesco
64
Invesco
Georgia
$3.31M -$33.4M -1,007,852 -91%
MIM
65
MetLife Investment Management
New Jersey
$3.24M +$144K +4,348 +5%
MCM
66
Mattern Capital Management
Colorado
$3.2M +$401K +12,090 +14%
CS
67
Credit Suisse
Switzerland
$3.17M -$1.2M -36,340 -27%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$3.12M -$46.4K -1,399 -1%
AA
69
Ancora Advisors
Ohio
$3.07M +$278K +8,385 +10%
Canada Life
70
Canada Life
Manitoba, Canada
$3.01M +$38.4K +1,160 +1%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$2.92M -$17.2K -520 -0.6%
MOACM
72
Mutual of America Capital Management
New York
$2.87M -$29.4K -887 -1%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$2.74M -$200K -6,030 -7%
QI
74
QS Investors
New York
$2.58M
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$2.55M -$887K -26,766 -26%

NJR Hedge Fund Activity: Q2 2020 in Review

260 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2020, worth a combined $2.24B — down 4.1% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NJR positions and 28 closed out — a net gain of 15 holders — while 95 added to existing stakes and 69 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $15.4M. The largest seller was Invesco, cutting an estimated $33.4M.

  • 260 institutional investors held New Jersey Resources (NJR) as of Q2 2020, up from 247 in Q1 2020.
  • Funds reported $2.24B of New Jersey Resources stock for Q2 2020, down 4.1% quarter-over-quarter.
  • 43 funds opened new New Jersey Resources positions in Q2 2020 and 28 closed out, a net change of +15 holders.
  • The largest New Jersey Resources buyer in Q2 2020 was Energy Income Partners, an estimated $15.4M added.
  • The largest New Jersey Resources seller in Q2 2020 was Invesco, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2020.