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New Jersey Resources

234 hedge funds and large institutions have $1.51B invested in New Jersey Resources in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.38B → $1.51B (+$126M)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.09% more ownership

Funds ownership: 58.63%58.72% (+0.09%)

0% more funds holding

Funds holding: 234234 (0)

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
76
Reduced
70
Closed
32
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
+$642K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$2.33M +$36.1K +1,269 +2%
GC
77
Guggenheim Capital
Illinois
$2.31M +$73.7K +2,594 +3%
SM
78
Stratton Management
Pennsylvania
$2.3M
VOYA Investment Management
79
VOYA Investment Management
Georgia
$2.22M -$298K -10,470 -12%
UBS AM
80
UBS AM
Illinois
$2.19M +$784K +27,588 +61%
TPSF
81
Texas Permanent School Fund
Texas
$2.12M -$60.3K -2,121 -3%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$2.1M
OIM
83
Opus Investment Management
Massachusetts
$2.08M -$455K -16,000 -19%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$1.91M
AIG
85
American International Group
New York
$1.91M +$22.5K +793 +1%
BFA
86
Bragg Financial Advisors
North Carolina
$1.87M +$7.11K +250 +0.4%
OA
87
OFI Advisors
Pennsylvania
$1.85M -$444K -15,608 -20%
PP
88
PDT Partners
New York
$1.85M +$166K +5,836 +10%
EVM
89
Eaton Vance Management
Massachusetts
$1.84M +$142 +5 +0%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$1.81M -$30.4K -1,070 -2%
Legal & General Group
91
Legal & General Group
United Kingdom
$1.79M -$649K -22,835 -28%
UBS Group
92
UBS Group
Switzerland
$1.77M -$9.21K -324 -0.5%
EAM
93
EULAV Asset Management
Florida
$1.66M
Barclays
94
Barclays
United Kingdom
$1.64M +$6.37K +224 +0.4%
Citigroup
95
Citigroup
New York
$1.63M -$42.7K -1,502 -3%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$1.58M +$6.17K +217 +0.4%
CCMH
97
Cornerstone Capital Management Holdings
New York
$1.53M +$1.45M +50,900 New
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$1.53M -$294K -10,334 -17%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$1.47M +$45.1K +1,586 +3%
AAMU
100
AEGON Asset Management (UK)
United Kingdom
$1.45M

NJR Hedge Fund Activity: Q3 2015 in Review

234 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2015, worth a combined $1.51B — up 9.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NJR positions and 32 closed out — a net gain of 1 holder — while 76 added to existing stakes and 70 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $19.1M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $15.9M sold.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $1.51B of New Jersey Resources stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 33 funds opened new New Jersey Resources positions in Q3 2015 and 32 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q3 2015 was Energy Income Partners, an estimated $19.1M added.
  • The largest New Jersey Resources seller in Q3 2015 was Copeland Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2015.