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New Jersey Resources

242 hedge funds and large institutions have $1.7B invested in New Jersey Resources in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $999K | Put options by funds: $161K

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

0.82% less ownership

Funds ownership: 61.36%60.53% (-0.82%)

2% less funds holding

Funds holding: 248242 (-6)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

16% less capital invested

Capital invested by funds: $2.03B → $1.7B (-$332M)

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
6.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
92
Reduced
73
Closed
21
Calls
$999K
Puts
$161K
Net Calls
+$838K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
126
BNP Paribas Asset Management
France
$582K
OIM
127
Opus Investment Management
Massachusetts
$578K +$283K +8,000 New
PAG
128
Private Advisor Group
New Jersey
$548K +$1.56K +44 +0.3%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$521K
ISL
130
Ingalls & Snyder LLC
New York
$504K
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$487K -$743 -21 -0.1%
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$486K -$230K -6,495 -31%
Renaissance Technologies
133
Renaissance Technologies
New York
$476K +$513K +14,500 New
WSFS
134
Wilmington Savings Fund Society
Delaware
$467K
CEP
135
Chicago Equity Partners
Illinois
$460K -$3.89K -110 -0.8%
GF
136
Gabelli Funds
New York
$460K
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$444K -$1.16M -32,750 -71%
Creative Planning
138
Creative Planning
Kansas
$427K +$35.4K +1,000 +8%
SCM
139
Shelton Capital Management
Colorado
$427K +$205K +5,790 +80%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$419K -$135K -3,820 -23%
AW
141
Alpha Windward
Massachusetts
$414K +$446K +12,600 New
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$406K +$75.6K +2,137 +21%
SCM
143
Symons Capital Management
Pennsylvania
$403K
Franklin Resources
144
Franklin Resources
California
$368K +$25.3K +715 +7%
SO
145
STRS Ohio
Ohio
$358K -$92K -2,600 -19%
VDI
146
Vaughan David Investments
Illinois
$357K -$7.08K -200 -2%
VKH
147
Virtu KCG Holdings
New York
$352K +$114K +3,216 +43%
AB
148
Amalgamated Bank
New York
$350K +$672 +19 +0.2%
SAM
149
Securian Asset Management
Minnesota
$342K
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$339K

NJR Hedge Fund Activity: Q3 2016 in Review

242 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2016, worth a combined $1.7B — down 16% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NJR and 18 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 92 added.

The largest buyer was Adage Capital Partners, adding an estimated $31.9M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $29.1M sold.

  • 242 institutional investors held New Jersey Resources (NJR) as of Q3 2016, down from 248 in Q2 2016.
  • Funds reported $1.7B of New Jersey Resources stock for Q3 2016, down 16% quarter-over-quarter.
  • 18 funds opened new New Jersey Resources positions in Q3 2016 and 21 closed out, a net change of -3 holders.
  • The largest New Jersey Resources buyer in Q3 2016 was Adage Capital Partners, an estimated $31.9M added.
  • The largest New Jersey Resources seller in Q3 2016 was Ardevora Asset Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2016.