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New Jersey Resources
NJR

226 hedge funds and large institutions have $1.51B invested in New Jersey Resources in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

27% more capital invested

Capital invested by funds: $1.19B → $1.51B (+$324M)

22% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 59

14% more funds holding

Funds holding: 199 → 226 (+27)

12.19% more ownership

Funds ownership: 113.6% → 125.79% (+12%)

Holders
226
Holders Change
+27
Holders Change %
+13.57%
% of All Funds
6.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
48
Increased
72
Reduced
59
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$25.2M
2
Norges Bank
Norges Bank
Norway
+$19.9M
3
CCM
Channing Capital Management
Illinois
+$18.8M
4
BIT
BlackRock Institutional Trust
California
+$17.1M
5
WHG
Westwood Holdings Group
Texas
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15.1M
2
Prudential Financial
Prudential Financial
New Jersey
-$6.29M
3
WHRC
W.H. Reaves & Co
New Jersey
-$6.17M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.01M
5
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
STC
101
SEI Trust Company
Pennsylvania
$1.2M +$759K +29,200 +228%
Citadel Advisors
102
Citadel Advisors
Florida
$1.17M -$3.79M -145,890 -78%
AI
103
Analytic Investors
California
$1.17M +$1.06M +40,788 New
CAM
104
Capstone Asset Management
Texas
$1.16M +$181K +6,978 +21%
SIM
105
Spark Investment Management
New York
$1.14M +$1.04M +40,000 New
Jacobs Levy Equity Management
106
Jacobs Levy Equity Management
New Jersey
$1.14M -$3.35M -128,892 -76%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$1.12M +$5.2K +200 +0.5%
UBS AM
108
UBS AM
Illinois
$1.11M +$35.9K +1,382 +4%
VDI
109
Vaughan David Investments
Illinois
$1.09M -$5.2K -200 -0.5%
Axa
110
Axa
France
$1.05M +$863K +33,200 +976%
ERSOT
111
Employees Retirement System of Texas
Texas
$1.03M – – –
Citigroup
112
Citigroup
New York
$1.03M -$672K -25,838 -42%
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$1.01M +$3.64K +140 +0.4%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$982K +$67.6K +2,600 +8%
PAM
115
Panagora Asset Management
Massachusetts
$972K +$884K +34,012 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$963K +$233K +8,952 +36%
EMG
117
Ellington Management Group
Connecticut
$932K +$598K +23,000 +240%
VKH
118
Virtu KCG Holdings
New York
$923K +$224K +8,602 +36%
GMIM
119
General Motors Investment Management
New York
$888K +$807K +31,056 New
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$877K – – –
Macquarie Group
121
Macquarie Group
Australia
$869K +$551K +21,200 +230%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$858K -$52K -2,000 -6%
BT
123
Beacon Trust
New Jersey
$857K – – –
Legal & General Group
124
Legal & General Group
United Kingdom
$805K – – –
PA
125
Profund Advisors
Maryland
$792K +$31.9K +1,228 +5%
3 4
5
6 7

NJR Hedge Fund Activity: Q2 2014 in Review

226 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2014, worth a combined $1.51B — up 27% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NJR positions and 20 closed out — a net gain of 28 holders — while 72 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $15.1M.

  • 226 institutional investors held New Jersey Resources (NJR) as of Q2 2014, up from 199 in Q1 2014.
  • Funds reported $1.51B of New Jersey Resources stock for Q2 2014, up 27% quarter-over-quarter.
  • 48 funds opened new New Jersey Resources positions in Q2 2014 and 20 closed out, a net change of +28 holders.
  • The largest New Jersey Resources buyer in Q2 2014 was Vanguard Group, an estimated $25.2M added.
  • The largest New Jersey Resources seller in Q2 2014 was Lord, Abbett & Co, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2014.