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New Jersey Resources
NJR

234 hedge funds and large institutions have $1.38B invested in New Jersey Resources in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

1% less funds holding

Funds holding: 237 → 234 (-3)

1.42% less ownership

Funds ownership: 60.05% → 58.63% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

13% less capital invested

Capital invested by funds: $1.59B → $1.38B (-$213M)

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
6.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
67
Reduced
76
Closed
37
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$841K

Top Buyers

1
CRCP
Copper Rock Capital Partners
Massachusetts
+$26.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$17.7M
3
Millennium Management
Millennium Management
New York
+$11.7M
4
Goldman Sachs
Goldman Sachs
New York
+$4.51M
5
CCM
Copeland Capital Management
Pennsylvania
+$3.8M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$23.4M
2
American Century Companies
American Century Companies
Missouri
-$18.3M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$11.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$11.8M
5
Jane Street
Jane Street
New York
-$8.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
126
Mercer Capital Advisers
New Jersey
$630K +$1.91K +64 +0.3%
PA
127
Profund Advisors
Maryland
$621K -$130K -4,360 -16%
Franklin Resources
128
Franklin Resources
California
$605K +$46.6K +1,560 +8%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$538K – – –
ProShare Advisors
130
ProShare Advisors
Maryland
$509K -$179K -5,996 -24%
CONA
131
Capital One National Association
New York
$505K +$36.7K +1,229 +7%
RJA
132
Raymond James & Associates
Florida
$499K +$29.7K +992 +6%
AA
133
ALPS Advisors
Colorado
$482K +$8.13K +272 +2%
HIS
134
Horizon Investment Services
Indiana
$479K +$130K +4,337 +33%
SCA
135
Secor Capital Advisors
New York
$464K +$503K +16,826 New
TD Asset Management
136
TD Asset Management
Ontario, Canada
$457K – – –
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$449K +$11.7K +390 +2%
QI
138
Quotient Investors
New York
$441K +$478K +16,000 New
AW
139
Alpha Windward
Massachusetts
$412K +$447K +14,940 New
ISL
140
Ingalls & Snyder LLC
New York
$411K – – –
EMG
141
Ellington Management Group
Connecticut
$394K +$428K +14,300 New
WSFS
142
Wilmington Savings Fund Society
Delaware
$392K – – –
GF
143
Gabelli Funds
New York
$386K – – –
RJFSA
144
Raymond James Financial Services Advisors
Florida
$377K +$409K +13,675 New
EWM
145
Evercore Wealth Management
New York
$365K – – –
SAMC
146
Shinko Asset Management Company
Japan
$361K -$12K -400 -3%
PGFC
147
Peapack-Gladstone Financial Corp
New Jersey
$359K +$8.97K +300 +2%
VDI
148
Vaughan David Investments
Illinois
$353K – – –
PA
149
Pinnacle Associates
New York
$351K -$6.88K -230 -2%
CTC
150
Central Trust Company
Missouri
$351K – – –
4 5
6
7 8

NJR Hedge Fund Activity: Q2 2015 in Review

234 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2015, worth a combined $1.38B — down 13% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NJR and 35 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 67 added.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $26.8M. The largest seller was Channing Capital Management, cutting an estimated $23.4M.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q2 2015, down from 237 in Q1 2015.
  • Funds reported $1.38B of New Jersey Resources stock for Q2 2015, down 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2015 and 37 closed out, a net change of -2 holders.
  • The largest New Jersey Resources buyer in Q2 2015 was Copper Rock Capital Partners, an estimated $26.8M added.
  • The largest New Jersey Resources seller in Q2 2015 was Channing Capital Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2015.