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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
SOMRS
101
State of Michigan Retirement System
Michigan
$1.14M +$277K +8,349 +32%
AIL
102
AGF Investments LLC
Ontario, Canada
$1.11M +$1.13M +33,969 New
NMIMC
103
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M +$4.74K +143 +0.4%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.07M -$411K -12,411 -27%
DekaBank Deutsche Girozentrale
105
DekaBank Deutsche Girozentrale
Germany
$1.06M +$1.09M +32,990 New
RJA
106
Raymond James & Associates
Florida
$1.03M +$36.1K +1,091 +4%
SG Americas Securities
107
SG Americas Securities
New York
$1.01M +$28.7K +865 +3%
QIM
108
Quantitative Investment Management
Virginia
$998K +$273K +8,234 +37%
Holocene Advisors
109
Holocene Advisors
New York
$996K -$2.7M -81,456 -73%
GC
110
Guggenheim Capital
Illinois
$982K +$795 +24 +0.1%
MCA
111
Mercer Capital Advisers
New Jersey
$969K +$3.11K +94 +0.3%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$953K -$158K -4,771 -14%
CIC
113
Cornercap Investment Counsel
Georgia
$930K +$19.2K +581 +2%
FNBT
114
FineMark National Bank & Trust
Florida
$871K +$6.76K +204 +0.8%
ADBIC
115
A.D. Beadell Investment Counsel
Wisconsin
$861K -$19.2K -580 -2%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$857K -$49.9K -1,506 -5%
UBS Group
117
UBS Group
Switzerland
$816K +$6.92K +209 +0.8%
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
$788K +$800K +24,144 New
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$780K +$26.5K +800 +3%
IIA
120
ICW Investment Advisors
Arizona
$774K +$33.5K +1,010 +4%
CCM
121
Cox Capital Management
Massachusetts
$755K +$766K +23,134 New
NMERB
122
New Mexico Educational Retirement Board
New Mexico
$741K
FMTC
123
Farmers & Merchants Trust Company
California
$728K
JCM
124
Jacobi Capital Management
Pennsylvania
$717K +$84.9K +2,562 +13%
ASN
125
Advisory Services Network
Georgia
$716K -$22K -665 -3%

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.