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New Jersey Resources
NJR

237 hedge funds and large institutions have $1.59B invested in New Jersey Resources in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

2% more funds holding

Funds holding: 232 → 237 (+5)

2% more capital invested

Capital invested by funds: $1.57B → $1.59B (+$25.5M)

61.23% less ownership

Funds ownership: 121.28% → 60.05% (-61%)

Holders
237
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
6.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
84
Reduced
71
Closed
24
Calls
$322K
Puts
–
Net Calls
+$322K
Net Calls Change
-$162K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$34M
2
Goldman Sachs
Goldman Sachs
New York
+$21.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$17.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$13.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
-$116M
2
CCM
Channing Capital Management
Illinois
-$8.03M
3
OCG
Opus Capital Group
Ohio
-$7.21M
4
AP
AHL Partners
United Kingdom
-$4.45M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
101
UBS AM
Illinois
$1.3M +$47.1K +1,500 +4%
PP
102
PDT Partners
New York
$1.29M +$1.31M +41,600 New
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$1.25M +$502K +16,010 +66%
CAM
104
Capstone Asset Management
Texas
$1.19M +$55.5K +1,770 +5%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$1.17M -$100K -3,200 -8%
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$1.16M -$37.7K -1,200 -3%
AG
107
Aperio Group
California
$1.16M +$118K +3,772 +11%
TC
108
TFS Capital
Pennsylvania
$1.1M -$598K -19,050 -35%
Nomura Holdings
109
Nomura Holdings
Japan
$1.1M +$462K +14,729 +79%
DekaBank Deutsche Girozentrale
110
DekaBank Deutsche Girozentrale
Germany
$1.09M +$1.1M +34,994 New
CCMH
111
Cornerstone Capital Management Holdings
New York
$1.07M -$694K -22,100 -39%
GMIM
112
General Motors Investment Management
New York
$997K +$33.1K +1,056 +3%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$985K +$31.4K +1,000 +3%
SCM
114
Sterling Capital Management
North Carolina
$960K -$2.86M -91,075 -75%
BT
115
Beacon Trust
New Jersey
$932K – – –
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$932K – – –
DC
117
Deere & Company
Illinois
$906K +$679K +21,633 +287%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$854K +$312K +9,934 +57%
SACTSONJ
119
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$843K – – –
Barclays
120
Barclays
United Kingdom
$841K -$224K -7,150 -21%
BIM
121
BRC Investment Management
Colorado
$841K +$174K +5,529 +26%
PA
122
Profund Advisors
Maryland
$835K +$139K +4,415 +20%
Federated Hermes
123
Federated Hermes
Pennsylvania
$799K +$256K +8,148 +46%
USGIU
124
U.S. Global Investors (USGI)
Texas
$777K +$785K +25,000 New
ProShare Advisors
125
ProShare Advisors
Maryland
$760K +$9.41K +300 +1%
3 4
5
6 7

NJR Hedge Fund Activity: Q1 2015 in Review

237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2015, worth a combined $1.59B — up 1.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 24 closed out — a net gain of 8 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34M. The largest seller was BlackRock Fund Advisors, cutting an estimated $116M.

  • 237 institutional investors held New Jersey Resources (NJR) as of Q1 2015, up from 232 in Q4 2014.
  • Funds reported $1.59B of New Jersey Resources stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2015 and 24 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2015 was Vanguard Group, an estimated $34M added.
  • The largest New Jersey Resources seller in Q1 2015 was BlackRock Fund Advisors, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2015.