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New Jersey Resources

260 hedge funds and large institutions have $2.24B invested in New Jersey Resources in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

5% more funds holding

Funds holding: 247260 (+13)

0.36% less ownership

Funds ownership: 71.88%71.52% (-0.36%)

4% less capital invested

Capital invested by funds: $2.34B → $2.24B (-$96.6M)

Holders
260
Holders Change
+13
Holders Change %
+5.26%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
95
Reduced
69
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$2.52M -$309K -9,337 -11%
HFM
77
Hartford Financial Management
Connecticut
$2.5M
TPSF
78
Texas Permanent School Fund
Texas
$2.47M -$188K -5,670 -7%
AG
79
Aperio Group
California
$2.45M +$646K +19,503 +35%
PP
80
PDT Partners
New York
$2.44M -$133 -4 -0%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$2.33M +$283K +8,543 +14%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$2.31M +$2.35M +70,832 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$2.22M +$205K +6,196 +10%
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$1.97M
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$1.92M +$33K +997 +2%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.87M
Comerica Bank
87
Comerica Bank
Texas
$1.87M +$118K +3,562 +7%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$1.85M +$1.88M +56,674 New
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$1.82M
EVM
90
Eaton Vance Management
Massachusetts
$1.78M
MSA
91
Mason Street Advisors
Wisconsin
$1.71M -$1.68M -50,797 Closed
ACI
92
AMP Capital Investors
Australia
$1.59M -$189K -5,715 -10%
WCM
93
Weld Capital Management
New York
$1.57M +$1.59M +48,122 New
AIP
94
Ameritas Investment Partners
Nebraska
$1.57M +$31K +937 +2%
OIM
95
Opus Investment Management
Massachusetts
$1.48M
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$1.47M -$217K -6,559 -13%
Boston Partners
97
Boston Partners
Massachusetts
$1.32M -$41.4K -1,249 -3%
Citigroup
98
Citigroup
New York
$1.26M +$122K +3,693 +11%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$1.24M +$428K +12,913 +46%
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$1.16M +$48.9K +1,476 +4%

NJR Hedge Fund Activity: Q2 2020 in Review

260 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2020, worth a combined $2.24B — down 4.1% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NJR positions and 28 closed out — a net gain of 15 holders — while 95 added to existing stakes and 69 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $15.4M. The largest seller was Invesco, cutting an estimated $33.4M.

  • 260 institutional investors held New Jersey Resources (NJR) as of Q2 2020, up from 247 in Q1 2020.
  • Funds reported $2.24B of New Jersey Resources stock for Q2 2020, down 4.1% quarter-over-quarter.
  • 43 funds opened new New Jersey Resources positions in Q2 2020 and 28 closed out, a net change of +15 holders.
  • The largest New Jersey Resources buyer in Q2 2020 was Energy Income Partners, an estimated $15.4M added.
  • The largest New Jersey Resources seller in Q2 2020 was Invesco, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2020.