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New Jersey Resources
NJR

251 hedge funds and large institutions have $1.92B invested in New Jersey Resources in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

12% more capital invested

Capital invested by funds: $1.7B → $1.92B (+$213M)

4% more funds holding

Funds holding: 242 → 251 (+9)

2.07% more ownership

Funds ownership: 60.53% → 62.6% (+2.1%)

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
91
Reduced
67
Closed
23
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
-$109K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$22.4M
2
Victory Capital Management
Victory Capital Management
Texas
+$19M
3
Goldman Sachs
Goldman Sachs
New York
+$17.9M
4
EIP
Energy Income Partners
Connecticut
+$16.1M
5
WHRC
W.H. Reaves & Co
New Jersey
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$20.3M
2
State Street
State Street
Massachusetts
-$18.8M
3
Millennium Management
Millennium Management
New York
-$11.4M
4
Invesco
Invesco
Georgia
-$11.3M
5
Norges Bank
Norges Bank
Norway
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCAM
126
Boston Common Asset Management
Massachusetts
$831K +$794K +23,395 New
SG Americas Securities
127
SG Americas Securities
New York
$768K -$185K -5,457 -20%
CIM
128
Calvert Investment Management
Maryland
$762K -$4.79K -141 -0.7%
LSERS
129
Louisiana State Employees Retirement System
Louisiana
$756K -$34K -1,000 -4%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$756K – – –
CPO
131
Cerity Partners OCIO
New York
$705K +$3.43K +101 +0.5%
RJA
132
Raymond James & Associates
Florida
$680K -$36K -1,059 -5%
PAG
133
Private Advisor Group
New Jersey
$644K +$40.6K +1,196 +7%
BII
134
Bainco International Investors
Massachusetts
$639K +$306K +9,000 +100%
Verition Fund Management
135
Verition Fund Management
Connecticut
$636K -$4.75M -139,837 -89%
PAM
136
Paradigm Asset Management
New York
$628K +$601K +17,700 New
Credit Agricole
137
Credit Agricole
France
$615K +$588K +17,321 New
TD Asset Management
138
TD Asset Management
Ontario, Canada
$598K -$115K -3,400 -17%
HSBC Holdings
139
HSBC Holdings
United Kingdom
$558K +$534K +15,716 New
DCM
140
Dupont Capital Management
Delaware
$554K +$529K +15,593 New
ISL
141
Ingalls & Snyder LLC
New York
$545K – – –
NMIMC
142
Northwestern Mutual Investment Management Company
Wisconsin
$527K +$136 +4 +0%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$525K +$44.1K +1,300 +10%
WSFS
144
Wilmington Savings Fund Society
Delaware
$505K – – –
CCM
145
Coldstream Capital Management
Washington
$505K +$165K +4,874 +52%
GF
146
Gabelli Funds
New York
$497K – – –
Creative Planning
147
Creative Planning
Kansas
$470K +$8.05K +237 +2%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$467K -$90.8K -2,675 -17%
SCM
149
Shelton Capital Management
Colorado
$461K – – –
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$453K +$170 +5 +0%
4 5
6
7 8

NJR Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2016, worth a combined $1.92B — up 12% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 23 closed out — a net gain of 14 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.4M. The largest seller was Adage Capital Partners, cutting an estimated $20.3M.

  • 251 institutional investors held New Jersey Resources (NJR) as of Q4 2016, up from 242 in Q3 2016.
  • Funds reported $1.92B of New Jersey Resources stock for Q4 2016, up 12% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q4 2016 and 23 closed out, a net change of +14 holders.
  • The largest New Jersey Resources buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $22.4M added.
  • The largest New Jersey Resources seller in Q4 2016 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2016.