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New Jersey Resources

174 hedge funds and large institutions have $1.08B invested in New Jersey Resources in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $139K | Put options by funds: $74K

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $1B → $1.08B (+$76.2M)

1.01% more ownership

Funds ownership: 109.93%110.94% (+1%)

0% more funds holding

Funds holding: 174174 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
68
Reduced
53
Closed
18
Calls
$139K
Puts
$74K
Net Calls
+$65K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
BlackRock Advisors
Delaware
$1.23M +$86.6K +3,848 +8%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$1.18M +$166K +7,400 +17%
RFC
78
Russell Frank Company
Washington
$1.15M +$58.3K +2,592 +5%
Barclays
79
Barclays
United Kingdom
$1.14M -$692K -30,770 -38%
U
80
UBS
Switzerland
$1.14M -$327K -14,554 -23%
LM
81
Luminus Management
Texas
$1.11M -$447K -19,882 -29%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$1.09M -$212K -9,402 -17%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.06M +$151K +6,704 +17%
VDI
84
Vaughan David Investments
Illinois
$903K -$45K -2,000 -5%
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$897K +$873K +38,800 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$852K +$829K +36,840 New
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
$845K +$161K +7,170 +24%
ERSOT
88
Employees Retirement System of Texas
Texas
$832K
CAM
89
Capstone Asset Management
Texas
$814K -$56.3K -2,502 -7%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$796K +$99.9K +4,440 +15%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$740K -$58.5K -2,600 -8%
TC
92
TFS Capital
Pennsylvania
$731K -$769K -34,200 -52%
AQR Capital Management
93
AQR Capital Management
Connecticut
$727K
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$710K +$13.5K +600 +2%
BT
95
Beacon Trust
New Jersey
$694K
Federated Hermes
96
Federated Hermes
Pennsylvania
$680K +$558K +24,816 +541%
Legal & General Group
97
Legal & General Group
United Kingdom
$651K
SBH
98
Segall Bryant & Hamill
Illinois
$646K -$38.7K -1,720 -6%
CCB
99
Cutter & Co Brokerage
Missouri
$640K +$14K +622 +2%
AAM
100
Advisors Asset Management
Colorado
$630K -$58.5K -2,602 -9%

NJR Hedge Fund Activity: Q4 2013 in Review

174 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2013, worth a combined $1.08B — up 7.6% from $1B a quarter earlier.

Fund positioning in NJR was balanced in Q4 2013: 18 funds opened new positions, 18 closed out, 68 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $7.11M.

  • 174 institutional investors held New Jersey Resources (NJR) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $1.08B of New Jersey Resources stock for Q4 2013, up 7.6% quarter-over-quarter.
  • 18 funds opened new New Jersey Resources positions in Q4 2013 and 18 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest New Jersey Resources seller in Q4 2013 was Lord, Abbett & Co, an estimated $7.11M sold.

Based on aggregated 13F filings for Q4 2013.