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New Jersey Resources
NJR

290 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% more capital invested

Capital invested by funds: $2.79B → $3.03B (+$243M)

8% more funds holding

Funds holding: 268 → 290 (+22)

2.62% more ownership

Funds ownership: 68.45% → 71.06% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
290
Holders Change
+22
Holders Change %
+8.21%
% of All Funds
5.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
60
Increased
111
Reduced
66
Closed
32
Calls
$205K
Puts
–
Net Calls
+$205K
Net Calls Change
-$157K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$48.5M
2
State Street
State Street
Massachusetts
+$46.5M
3
Franklin Resources
Franklin Resources
California
+$43.1M
4
CC
Carlson Capital
Texas
+$32.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$71.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.89M
3
Millennium Management
Millennium Management
New York
-$6.72M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$5.82M
5
Ameriprise
Ameriprise
Minnesota
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
126
Farmers & Merchants Trust Company
California
$994K – – –
Federated Hermes
127
Federated Hermes
Pennsylvania
$966K -$319K -7,380 -25%
ASN
128
Advisory Services Network
Georgia
$957K +$87.3K +2,021 +10%
Citigroup
129
Citigroup
New York
$943K +$455K +10,540 +99%
SL
130
Savior LLC
Massachusetts
$901K +$873K +20,205 New
MIM
131
Monashee Investment Management
Massachusetts
$891K +$864K +20,000 New
Boston Partners
132
Boston Partners
Massachusetts
$857K +$830K +19,223 New
AWA
133
Arkadios Wealth Advisors
Georgia
$853K +$855K +19,789 New
IIA
134
ICW Investment Advisors
Arizona
$842K +$816K +18,898 New
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$788K +$50.5K +1,170 +7%
SG Americas Securities
136
SG Americas Securities
New York
$788K +$554K +12,813 +263%
SIM
137
Spark Investment Management
New York
$784K +$760K +17,600 New
JCM
138
Jacobi Capital Management
Pennsylvania
$760K +$75.3K +1,743 +11%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$751K +$43.3K +1,002 +6%
OAM
140
Oberweis Asset Management
Illinois
$737K +$21.6K +500 +3%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$728K -$60.1K -1,390 -8%
SOADOR
142
State of Alaska Department of Revenue
Alaska
$699K -$13K -300 -2%
NMERB
143
New Mexico Educational Retirement Board
New Mexico
$686K – – –
AB
144
Amalgamated Bank
New York
$682K +$61.1K +1,414 +10%
PA
145
Profund Advisors
Maryland
$679K +$39K +902 +6%
SPIA
146
Steward Partners Investment Advisory
New York
$638K +$32.8K +759 +6%
GLA
147
Great Lakes Advisors
Illinois
$636K +$151K +3,503 +33%
PFS
148
Prospera Financial Services
Texas
$628K +$608K +14,079 New
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$625K +$43.2K +1,000 +8%
GF
150
Gabelli Funds
New York
$624K – – –
4 5
6
7 8

NJR Hedge Fund Activity: Q4 2019 in Review

290 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2019, worth a combined $3.03B — up 8.7% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NJR positions and 32 closed out — a net gain of 28 holders — while 111 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Goldman Sachs, cutting an estimated $71.4M.

  • 290 institutional investors held New Jersey Resources (NJR) as of Q4 2019, up from 268 in Q3 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 60 funds opened new New Jersey Resources positions in Q4 2019 and 32 closed out, a net change of +28 holders.
  • The largest New Jersey Resources buyer in Q4 2019 was BlackRock, an estimated $48.5M added.
  • The largest New Jersey Resources seller in Q4 2019 was Goldman Sachs, an estimated $71.4M sold.

Based on aggregated 13F filings for Q4 2019.