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New Jersey Resources

234 hedge funds and large institutions have $1.51B invested in New Jersey Resources in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.38B → $1.51B (+$126M)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.09% more ownership

Funds ownership: 58.63%58.72% (+0.09%)

0% more funds holding

Funds holding: 234234 (0)

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
76
Reduced
70
Closed
32
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
+$642K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$663K -$1.95M -68,701 -76%
Franklin Resources
127
Franklin Resources
California
$653K -$6.82K -240 -1%
CONA
128
Capital One National Association
New York
$590K +$37.7K +1,326 +7%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$586K
DC
130
Deere & Company
Illinois
$579K +$549K +19,296 New
ARTA
131
A.R.T. Advisors
New York
$569K -$121K -4,260 -18%
PAM
132
Princeton Alpha Management
New Jersey
$565K +$535K +18,822 New
ProShare Advisors
133
ProShare Advisors
Maryland
$533K -$20.6K -725 -4%
TC
134
TFS Capital
Pennsylvania
$520K -$1.22M -43,048 -71%
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$503K +$9.66K +340 +2%
PA
136
Profund Advisors
Maryland
$500K -$167K -5,875 -26%
TI
137
Trexquant Investment
Connecticut
$492K +$466K +16,408 New
SCA
138
Secor Capital Advisors
New York
$489K -$15.2K -533 -3%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$477K -$20.4K -717 -4%
ISL
140
Ingalls & Snyder LLC
New York
$448K
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$443K +$48.3K +1,700 +13%
WSFS
142
Wilmington Savings Fund Society
Delaware
$427K
GF
143
Gabelli Funds
New York
$420K
EWM
144
Evercore Wealth Management
New York
$398K
CIBC World Market
145
CIBC World Market
Ontario, Canada
$395K +$41.2K +1,451 +12%
VDI
146
Vaughan David Investments
Illinois
$385K
SCM
147
Symons Capital Management
Pennsylvania
$384K +$157K +5,510 +75%
CIM
148
CIM Investment Management
Pennsylvania
$380K +$43K +1,514 +14%
MSA
149
Mason Street Advisors
Wisconsin
$378K +$22K +775 +7%
Two Sigma Advisers
150
Two Sigma Advisers
New York
$378K +$82.4K +2,900 +30%

NJR Hedge Fund Activity: Q3 2015 in Review

234 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2015, worth a combined $1.51B — up 9.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NJR positions and 32 closed out — a net gain of 1 holder — while 76 added to existing stakes and 70 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $19.1M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $15.9M sold.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $1.51B of New Jersey Resources stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 33 funds opened new New Jersey Resources positions in Q3 2015 and 32 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q3 2015 was Energy Income Partners, an estimated $19.1M added.
  • The largest New Jersey Resources seller in Q3 2015 was Copeland Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2015.