We are live on ! Find out more
NJR icon

New Jersey Resources

239 hedge funds and large institutions have $2.23B invested in New Jersey Resources in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.92B → $2.23B (+$312M)

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2.55% more ownership

Funds ownership: 62.6%65.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 251239 (-12)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
239
Holders Change
-12
Holders Change %
-4.78%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
86
Reduced
75
Closed
26
Calls
$1.78M
Puts
Net Calls
+$1.78M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Aperio Group
California
$2.21M -$19.6K -519 -0.9%
EAM
77
EULAV Asset Management
Florida
$2.19M
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$2.03M +$377 +10 +0%
Canada Life
79
Canada Life
Manitoba, Canada
$2.03M +$80.7K +2,138 +4%
GC
80
Guggenheim Capital
Illinois
$2.02M -$1.02M -27,032 -35%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$1.83M +$229K +6,067 +15%
AIP
82
Ameritas Investment Partners
Nebraska
$1.76M +$252K +6,688 +18%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$1.65M +$375K +9,944 +31%
MSA
84
Mason Street Advisors
Wisconsin
$1.61M +$22.2K +589 +1%
MERSOM
85
Municipal Employees' Retirement System of Michigan
Michigan
$1.58M +$4.53K +120 +0.3%
LMGAM
86
Liberty Mutual Group Asset Management
Massachusetts
$1.53M +$49.9K +1,322 +4%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$1.52M -$136K -3,602 -9%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.49M +$84.8K +2,247 +6%
ACI
89
AMP Capital Investors
Australia
$1.48M
OIM
90
Opus Investment Management
Massachusetts
$1.48M
IA
91
IFP Advisors
Florida
$1.47M +$6K +159 +0.4%
EVM
92
Eaton Vance Management
Massachusetts
$1.44M
VOYA Investment Management
93
VOYA Investment Management
Georgia
$1.43M
EGM
94
Engineers Gate Manager
New York
$1.43M +$1.36M +36,068 New
ASRS
95
Arizona State Retirement System
Arizona
$1.42M -$98.1K -2,600 -7%
SOMRS
96
State of Michigan Retirement System
Michigan
$1.39M +$15.1K +400 +1%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$1.39M -$1.32M -35,000 -50%
Federated Hermes
98
Federated Hermes
Pennsylvania
$1.35M -$428K -11,347 -25%
WB
99
WesBanco Bank
West Virginia
$1.23M
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$1.19M +$15.1K +400 +1%

NJR Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2017, worth a combined $2.23B — up 16% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NJR and 19 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 86 added.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $28.5M sold.

  • 239 institutional investors held New Jersey Resources (NJR) as of Q1 2017, down from 251 in Q4 2016.
  • Funds reported $2.23B of New Jersey Resources stock for Q1 2017, up 16% quarter-over-quarter.
  • 19 funds opened new New Jersey Resources positions in Q1 2017 and 26 closed out, a net change of -7 holders.
  • The largest New Jersey Resources buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest New Jersey Resources seller in Q1 2017 was Adage Capital Partners, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2017.