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New Jersey Resources

264 hedge funds and large institutions have $2.33B invested in New Jersey Resources in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,825% more call options, than puts

Call options by funds: $634K | Put options by funds: $8K

35% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 74

1.78% more ownership

Funds ownership: 64.64%66.43% (+1.8%)

3% more capital invested

Capital invested by funds: $2.26B → $2.33B (+$74.5M)

4% less funds holding

Funds holding: 276264 (-12)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
264
Holders Change
-12
Holders Change %
-4.35%
% of All Funds
6.05%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
100
Reduced
74
Closed
38
Calls
$634K
Puts
$8K
Net Calls
+$626K
Net Calls Change
+$434K
Name Holding Trade Value Shares
Change
Change in
Stake
O
126
OppenheimerFunds
New York
$721K +$28K +719 +4%
SG Americas Securities
127
SG Americas Securities
New York
$720K -$1.21M -31,117 -63%
NMIMC
128
Northwestern Mutual Investment Management Company
Wisconsin
$719K +$255K +6,548 +58%
ASN
129
Advisory Services Network
Georgia
$712K +$81.4K +2,090 +13%
LMGAM
130
Liberty Mutual Group Asset Management
Massachusetts
$686K -$189K -4,860 -22%
TD Asset Management
131
TD Asset Management
Ontario, Canada
$683K -$132K -3,400 -17%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$678K -$40.8K -1,047 -6%
GT
133
Glenmede Trust
Pennsylvania
$673K
SCM
134
Stevens Capital Management
Pennsylvania
$670K +$651K +16,713 New
HSBC Holdings
135
HSBC Holdings
United Kingdom
$650K +$630K +16,182 New
RJFSA
136
Raymond James Financial Services Advisors
Florida
$637K -$2.91M -74,711 -82%
PA
137
Profund Advisors
Maryland
$636K -$67.5K -1,733 -10%
BIAS
138
Beacon Investment Advisory Services
New Jersey
$602K -$389K -10,000 -40%
SSP
139
Sapphire Star Partners
Washington
$592K +$12K +308 +2%
Holocene Advisors
140
Holocene Advisors
New York
$588K +$571K +14,673 New
KI
141
Koch Industries
Kansas
$583K +$301K +7,722 +113%
ISL
142
Ingalls & Snyder LLC
New York
$579K
Creative Planning
143
Creative Planning
Kansas
$567K +$4.83K +124 +0.9%
GF
144
Gabelli Funds
New York
$561K
EP
145
Elkfork Partners
Oregon
$556K +$11.9K +306 +2%
FIM
146
Freedom Investment Management
Connecticut
$549K +$11.4K +292 +2%
AIM
147
Assured Investment Management
New York
$548K +$532K +13,665 New
WSFS
148
Wilmington Savings Fund Society
Delaware
$533K
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$529K -$3.33M -85,400 -87%
DCM
150
Dupont Capital Management
Delaware
$519K +$504K +12,944 New

NJR Hedge Fund Activity: Q1 2018 in Review

264 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2018, worth a combined $2.33B — up 3.3% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 28 opened new positions — a net loss of 10 holders — while 74 trimmed existing stakes and 100 added.

The largest buyer was State Street, adding an estimated $60.2M. The largest seller was Millennium Management, cutting an estimated $32.2M.

  • 264 institutional investors held New Jersey Resources (NJR) as of Q1 2018, down from 276 in Q4 2017.
  • Funds reported $2.33B of New Jersey Resources stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 28 funds opened new New Jersey Resources positions in Q1 2018 and 38 closed out, a net change of -10 holders.
  • The largest New Jersey Resources buyer in Q1 2018 was State Street, an estimated $60.2M added.
  • The largest New Jersey Resources seller in Q1 2018 was Millennium Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q1 2018.