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New Jersey Resources

268 hedge funds and large institutions have $2.54B invested in New Jersey Resources in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $1.88B → $2.54B (+$655M)

31% more call options, than puts

Call options by funds: $521K | Put options by funds: $398K

6% more funds holding

Funds holding: 252268 (+16)

1.6% more ownership

Funds ownership: 72.77%74.36% (+1.6%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

Holders
268
Holders Change
+16
Holders Change %
+6.35%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
89
Reduced
91
Closed
29
Calls
$521K
Puts
$398K
Net Calls
+$123K
Net Calls Change
-$127K
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
$5.22M -$192K -5,900 -4%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$5.13M -$9.99K -307 -0.2%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$5.12M +$566K +17,382 +14%
Invesco
54
Invesco
Georgia
$5.09M +$1.28M +39,376 +38%
MCM
55
Mattern Capital Management
Colorado
$4.64M +$188K +5,783 +5%
CS
56
Credit Suisse
Switzerland
$4.63M +$1.22M +37,425 +40%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$4.46M +$2.15K +66 +0.1%
BFA
58
Bragg Financial Advisors
North Carolina
$3.96M +$94.7K +2,910 +3%
CHAM
59
Clear Harbor Asset Management
Connecticut
$3.89M +$976 +30 +0%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$3.69M -$413K -12,685 -11%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$3.5M +$1.77M +54,442 +124%
Barclays
62
Barclays
United Kingdom
$3.42M -$882K -27,095 -22%
Canada Life
63
Canada Life
Manitoba, Canada
$3.4M -$105K -3,227 -3%
Point72 Asset Management
64
Point72 Asset Management
Connecticut
$3.4M +$3.11M +95,678 New
MIM
65
MetLife Investment Management
New Jersey
$3.27M -$75.4K -2,318 -2%
LPL Financial
66
LPL Financial
California
$3.23M +$2.29M +70,503 +346%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$3.21M +$593K +18,214 +25%
MOACM
68
Mutual of America Capital Management
New York
$3.21M -$2.86K -88 -0.1%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.08M +$239K +7,346 +9%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$3.07M -$94.4K -2,900 -3%
FPA
71
First Pacific Advisors
California
$2.98M +$2.73M +83,976 New
AA
72
Ancora Advisors
Ohio
$2.92M -$2.7M -82,992 -50%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$2.83M -$183K -5,625 -7%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$2.8M -$167K -5,124 -6%
TPSF
75
Texas Permanent School Fund
Texas
$2.74M -$404K -12,429 -14%

NJR Hedge Fund Activity: Q4 2020 in Review

268 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2020, worth a combined $2.54B — up 35% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NJR positions and 29 closed out — a net gain of 17 holders — while 89 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $35M. The largest seller was State Street, cutting an estimated $21.6M.

  • 268 institutional investors held New Jersey Resources (NJR) as of Q4 2020, up from 252 in Q3 2020.
  • Funds reported $2.54B of New Jersey Resources stock for Q4 2020, up 35% quarter-over-quarter.
  • 46 funds opened new New Jersey Resources positions in Q4 2020 and 29 closed out, a net change of +17 holders.
  • The largest New Jersey Resources buyer in Q4 2020 was BlackRock, an estimated $35M added.
  • The largest New Jersey Resources seller in Q4 2020 was State Street, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2020.