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New Jersey Resources
NJR

174 hedge funds and large institutions have $1.08B invested in New Jersey Resources in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $139K | Put options by funds: $74K

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $1B → $1.08B (+$76.2M)

1.01% more ownership

Funds ownership: 109.93% → 110.94% (+1%)

0% more funds holding

Funds holding: 174 → 174 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

Holders
174
Holders Change
–
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
53
Closed
18
Calls
$139K
Puts
$74K
Net Calls
+$65K
Net Calls Change
-$63K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
Wells Fargo
Wells Fargo
California
+$9.79M
3
Prudential Financial
Prudential Financial
New Jersey
+$7.05M
4
WHG
Westwood Holdings Group
Texas
+$6.61M
5
GC
Guggenheim Capital
Illinois
+$5.37M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.11M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.72M
3
WHRC
W.H. Reaves & Co
New Jersey
-$3.15M
4
Millennium Management
Millennium Management
New York
-$2.69M
5
BTW
Boston Trust Walden
Massachusetts
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$628K – – –
SACTSONJ
102
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$627K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$621K +$10K +446 +2%
UBS AM
104
UBS AM
Illinois
$610K +$4.5K +200 +0.8%
PP
105
PDT Partners
New York
$608K -$1.62M -71,916 -73%
Millennium Management
106
Millennium Management
New York
$606K -$2.69M -119,362 -82%
SAMC
107
Shinko Asset Management Company
Japan
$555K -$31.5K -1,400 -6%
GT
108
Glenmede Trust
Pennsylvania
$546K +$378K +16,792 +244%
PI
109
PineBridge Investments
New York
$533K +$307K +13,656 +145%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$498K +$484K +21,520 New
HighTower Advisors
111
HighTower Advisors
Illinois
$494K +$45K +2,000 +10%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$451K – – –
ISL
113
Ingalls & Snyder LLC
New York
$410K -$157K -7,000 -28%
AA
114
ALPS Advisors
Colorado
$408K +$127K +5,626 +47%
NCCM
115
Nine Chapters Capital Management
New Jersey
$407K +$396K +17,600 New
AG
116
Aperio Group
California
$391K -$471K -20,932 Closed
SCM
117
Sterling Capital Management
North Carolina
$379K +$29.2K +1,300 +9%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$362K +$20.6K +916 +6%
RMAM
119
Raab & Moskowitz Asset Management
New Jersey
$358K +$348K +15,462 New
CONA
120
Capital One National Association
New York
$353K +$360 +16 +0.1%
SO
121
STRS Ohio
Ohio
$351K +$202K +9,000 +145%
CTC
122
Central Trust Company
Missouri
$347K – – –
Nomura Holdings
123
Nomura Holdings
Japan
$345K -$533K -23,668 -61%
PA
124
Pinnacle Associates
New York
$335K +$45 +2 +0%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$333K +$25.1K +1,114 +8%
3 4
5
6 7

NJR Hedge Fund Activity: Q4 2013 in Review

174 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2013, worth a combined $1.08B — up 7.6% from $1B a quarter earlier.

Fund positioning in NJR was balanced in Q4 2013: 18 funds opened new positions, 18 closed out, 68 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $7.11M.

  • 174 institutional investors held New Jersey Resources (NJR) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $1.08B of New Jersey Resources stock for Q4 2013, up 7.6% quarter-over-quarter.
  • 18 funds opened new New Jersey Resources positions in Q4 2013 and 18 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest New Jersey Resources seller in Q4 2013 was Lord, Abbett & Co, an estimated $7.11M sold.

Based on aggregated 13F filings for Q4 2013.