We are live on ! Find out more
NJR icon

New Jersey Resources

237 hedge funds and large institutions have $1.59B invested in New Jersey Resources in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

2% more funds holding

Funds holding: 232237 (+5)

2% more capital invested

Capital invested by funds: $1.57B → $1.59B (+$25.5M)

61.23% less ownership

Funds ownership: 121.28%60.05% (-61%)

Holders
237
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
6.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
71
Closed
24
Calls
$322K
Puts
Net Calls
+$322K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
76
ClearBridge Investments
New York
$2.42M
TPSF
77
Texas Permanent School Fund
Texas
$2.39M +$27.1K +865 +1%
SM
78
Stratton Management
Pennsylvania
$2.38M
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$2.32M +$149K +4,738 +7%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$2.17M +$18.8K +600 +0.9%
PRCM
81
Pine River Capital Management
Minnesota
$2.15M +$182K +5,788 +9%
OA
82
OFI Advisors
Pennsylvania
$2.11M +$177K +5,645 +9%
Legal & General Group
83
Legal & General Group
United Kingdom
$2.1M +$777K +24,754 +58%
QI
84
QS Investors
New York
$2.1M +$2.11M +67,122 +19,069%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$2.06M +$15.7K +500 +0.8%
AIG
86
American International Group
New York
$2.03M +$16.8K +535 +0.8%
UBS Group
87
UBS Group
Switzerland
$2M -$584K -18,616 -22%
Axa
88
Axa
France
$1.97M +$1.22M +38,760 +156%
BFA
89
Bragg Financial Advisors
North Carolina
$1.93M +$63.7K +2,030 +3%
EVM
90
Eaton Vance Management
Massachusetts
$1.91M -$43.8K -1,396 -2%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$1.85M +$519K +16,550 +38%
AAM
92
Advisors Asset Management
Colorado
$1.79M -$315K -10,024 -15%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$1.78M -$548K -17,466 -23%
Citigroup
94
Citigroup
New York
$1.74M -$918K -29,260 -34%
EAM
95
EULAV Asset Management
Florida
$1.72M
ACI
96
AMP Capital Investors
Australia
$1.61M -$107K -3,400 -6%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.54M +$27.3K +871 +2%
SO
98
STRS Ohio
Ohio
$1.5M -$25.1K -800 -2%
DIA
99
Dean Investment Associates
Ohio
$1.4M -$489K -15,570 -26%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$1.38M +$172K +5,470 +14%

NJR Hedge Fund Activity: Q1 2015 in Review

237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2015, worth a combined $1.59B — up 1.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 24 closed out — a net gain of 8 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34M. The largest seller was BlackRock Fund Advisors, cutting an estimated $116M.

  • 237 institutional investors held New Jersey Resources (NJR) as of Q1 2015, up from 232 in Q4 2014.
  • Funds reported $1.59B of New Jersey Resources stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2015 and 24 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2015 was Vanguard Group, an estimated $34M added.
  • The largest New Jersey Resources seller in Q1 2015 was BlackRock Fund Advisors, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2015.