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New Jersey Resources

251 hedge funds and large institutions have $1.92B invested in New Jersey Resources in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

12% more capital invested

Capital invested by funds: $1.7B → $1.92B (+$213M)

4% more funds holding

Funds holding: 242251 (+9)

2.07% more ownership

Funds ownership: 60.53%62.6% (+2.1%)

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
91
Reduced
67
Closed
23
Calls
$729K
Puts
Net Calls
+$729K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$2.5M -$17K -500 -0.7%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$2.48M
MOACM
78
Mutual of America Capital Management
New York
$2.34M +$38K +1,119 +2%
Comerica Bank
79
Comerica Bank
Texas
$2.28M +$127K +3,739 +6%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$2.23M +$6.38K +188 +0.3%
TPSF
81
Texas Permanent School Fund
Texas
$2.23M -$96K -2,829 -4%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$2.2M +$281K +8,279 +15%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$2.19M
BCM
84
BlueCrest Capital Management
Jersey
$2.13M +$2.03M +59,905 New
AG
85
Aperio Group
California
$2M +$337K +9,932 +21%
VKH
86
Virtu KCG Holdings
New York
$1.96M +$1.51M +44,561 +416%
EAM
87
EULAV Asset Management
Florida
$1.96M
QI
88
QS Investors
New York
$1.91M -$568K -16,740 -24%
Asset Management One
89
Asset Management One
Japan
$1.89M +$1.74M +51,261 +3,662%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$1.82M -$299K -8,815 -15%
WG
91
Winton Group
United Kingdom
$1.76M +$1.68M +49,576 New
Canada Life
92
Canada Life
Manitoba, Canada
$1.75M -$36.7K -1,081 -2%
UBS AM
93
UBS AM
Illinois
$1.72M -$832K -24,518 -34%
Federated Hermes
94
Federated Hermes
Pennsylvania
$1.61M +$358K +10,549 +30%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$1.49M +$380K +11,183 +36%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$1.43M +$23.8K +702 +2%
MSA
97
Mason Street Advisors
Wisconsin
$1.43M +$11.1K +326 +0.8%
MERSOM
98
Municipal Employees' Retirement System of Michigan
Michigan
$1.41M +$38.7K +1,140 +3%
ASRS
99
Arizona State Retirement System
Arizona
$1.37M +$166K +4,900 +15%
OIM
100
Opus Investment Management
Massachusetts
$1.36M +$679K +20,000 +250%

NJR Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2016, worth a combined $1.92B — up 12% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 23 closed out — a net gain of 14 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.4M. The largest seller was Adage Capital Partners, cutting an estimated $20.3M.

  • 251 institutional investors held New Jersey Resources (NJR) as of Q4 2016, up from 242 in Q3 2016.
  • Funds reported $1.92B of New Jersey Resources stock for Q4 2016, up 12% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q4 2016 and 23 closed out, a net change of +14 holders.
  • The largest New Jersey Resources buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $22.4M added.
  • The largest New Jersey Resources seller in Q4 2016 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2016.