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New Jersey Resources
NJR

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: 1 → 1 (0)

5% less funds holding

Funds holding: 251 → 239 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$431M
2
State Street
State Street
Massachusetts
+$35.4M
3
Goldman Sachs
Goldman Sachs
New York
+$32.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$28.5M
2
WHRC
W.H. Reaves & Co
New Jersey
-$11.2M
3
Norges Bank
Norges Bank
Norway
-$9.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.71M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
101
Wellington Shields Capital Management
New York
$1.18M +$189K +5,008 +20%
MCA
102
Mercer Capital Advisers
New Jersey
$1.1M +$2.45K +65 +0.2%
SACTSONJ
103
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M – – –
SAM
104
Silvercrest Asset Management
New York
$1.07M – – –
SG Americas Securities
105
SG Americas Securities
New York
$1.01M +$148K +3,916 +18%
AIS
106
American Investment Services
Massachusetts
$996K – – –
BT
107
Beacon Trust
New Jersey
$985K – – –
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$972K -$163K -4,320 -15%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$964K -$312K -8,270 -25%
PA
110
Profund Advisors
Maryland
$882K -$146K -3,859 -15%
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$863K +$18.9K +500 +2%
PAG
112
Private Advisor Group
New Jersey
$771K +$11.2K +297 +2%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$767K -$73.2K -1,940 -9%
RJA
114
Raymond James & Associates
Florida
$750K -$8.11K -215 -1%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$749K +$78.9K +2,090 +12%
DCM
116
Dupont Capital Management
Delaware
$617K – – –
ISL
117
Ingalls & Snyder LLC
New York
$608K – – –
CCM
118
Coldstream Capital Management
Washington
$606K +$41.1K +1,089 +8%
NMIMC
119
Northwestern Mutual Investment Management Company
Wisconsin
$589K +$1.36K +36 +0.2%
PAM
120
Paradigm Asset Management
New York
$583K -$113K -2,990 -17%
O
121
OppenheimerFunds
New York
$566K +$132K +3,495 +32%
WSFS
122
Wilmington Savings Fund Society
Delaware
$563K – – –
GF
123
Gabelli Funds
New York
$554K – – –
Creative Planning
124
Creative Planning
Kansas
$525K +$1.51K +40 +0.3%
Asset Management One
125
Asset Management One
Japan
$506K -$1.5M -39,863 -76%
3 4
5
6 7

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.