We are live on ! Find out more
NJR icon

New Jersey Resources
NJR

278 hedge funds and large institutions have $2.72B invested in New Jersey Resources in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $895K | Put options by funds: $286K

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

15% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 79

3% more funds holding

Funds holding: 270 → 278 (+8)

0.55% more ownership

Funds ownership: 66.76% → 67.31% (+0.55%)

0% more capital invested

Capital invested by funds: $2.71B → $2.72B (+$13.2M)

Holders
278
Holders Change
+8
Holders Change %
+2.96%
% of All Funds
6.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
91
Reduced
79
Closed
33
Calls
$895K
Puts
$286K
Net Calls
+$609K
Net Calls Change
-$64K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$25.4M
2
Northern Trust
Northern Trust
Illinois
+$23.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$16.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$13.5M
5
Invesco
Invesco
Georgia
+$7.16M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$48M
2
State Street
State Street
Massachusetts
-$15.4M
3
Ameriprise
Ameriprise
Minnesota
-$6.96M
4
CWM
Cornerstone Wealth Management
Missouri
-$5.91M
5
BTW
Boston Trust Walden
Massachusetts
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
126
Elkfork Partners
Oregon
$795K – – –
SSP
127
Sapphire Star Partners
Washington
$774K +$20.8K +442 +3%
NMIMC
128
Northwestern Mutual Investment Management Company
Wisconsin
$764K +$4.29K +91 +0.5%
OAM
129
Oberweis Asset Management
Illinois
$746K -$170K -3,600 -18%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$709K -$113K -2,405 -13%
BIAS
131
Beacon Investment Advisory Services
New Jersey
$685K – – –
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$667K – – –
PA
133
Profund Advisors
Maryland
$664K +$27.1K +574 +4%
Citadel Advisors
134
Citadel Advisors
Florida
$656K -$577K -12,236 -46%
GHCM
135
Glen Harbor Capital Management
California
$655K – – –
GF
136
Gabelli Funds
New York
$639K – – –
ISL
137
Ingalls & Snyder LLC
New York
$635K -$25.9K -550 -4%
O
138
OppenheimerFunds
New York
$628K -$213K -4,514 -25%
WSFS
139
Wilmington Savings Fund Society
Delaware
$607K – – –
FIM
140
Freedom Investment Management
Connecticut
$605K -$141K -2,980 -18%
SO
141
STRS Ohio
Ohio
$602K +$160K +3,400 +35%
Creative Planning
142
Creative Planning
Kansas
$598K – – –
WHG
143
Westwood Holdings Group
Texas
$598K – – –
LA
144
Legacy Advisors
Pennsylvania
$597K – – –
SFI
145
Susquehanna Fundamental Investments
Pennsylvania
$592K -$561K -11,900 -48%
SPIA
146
Steward Partners Investment Advisory
New York
$585K +$34.4K +730 +6%
AB
147
Amalgamated Bank
New York
$576K +$20.1K +427 +4%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$575K – – –
AAS
149
Avantax Advisory Services
Texas
$566K +$581K +12,328 New
IA
150
IFP Advisors
Florida
$565K -$519 -11 -0.1%
4 5
6
7 8

NJR Hedge Fund Activity: Q4 2018 in Review

278 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2018, worth a combined $2.72B — up 0.49% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NJR positions and 33 closed out — a net gain of 9 holders — while 91 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $25.4M. The largest seller was Wellington Management Group, cutting an estimated $48M.

  • 278 institutional investors held New Jersey Resources (NJR) as of Q4 2018, up from 270 in Q3 2018.
  • Funds reported $2.72B of New Jersey Resources stock for Q4 2018, up 0.49% quarter-over-quarter.
  • 42 funds opened new New Jersey Resources positions in Q4 2018 and 33 closed out, a net change of +9 holders.
  • The largest New Jersey Resources buyer in Q4 2018 was BlackRock, an estimated $25.4M added.
  • The largest New Jersey Resources seller in Q4 2018 was Wellington Management Group, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2018.