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New Jersey Resources

260 hedge funds and large institutions have $2.24B invested in New Jersey Resources in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

5% more funds holding

Funds holding: 247260 (+13)

0.36% less ownership

Funds ownership: 71.88%71.52% (-0.36%)

4% less capital invested

Capital invested by funds: $2.34B → $2.24B (-$96.6M)

Holders
260
Holders Change
+13
Holders Change %
+5.26%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
95
Reduced
69
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
126
Arizona State Retirement System
Arizona
$704K +$13.4K +403 +2%
LPL Financial
127
LPL Financial
California
$694K -$63.3K -1,911 -8%
Truist Financial
128
Truist Financial
North Carolina
$675K +$685K +20,678 New
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$661K -$73.3K -2,211 -10%
AWA
130
Arkadios Wealth Advisors
Georgia
$655K +$14.8K +447 +2%
SL
131
Savior LLC
Massachusetts
$643K -$20.1K -607 -3%
LA
132
Legacy Advisors
Pennsylvania
$636K -$196K -5,908 -23%
Stifel Financial
133
Stifel Financial
Missouri
$630K +$131K +3,944 +26%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$619K +$288K +8,700 +85%
GTCM
135
Gyon Technologies Capital Management
New Jersey
$594K +$603K +18,195 New
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$582K -$163K -4,923 -22%
TRCT
137
Tower Research Capital (TRC)
New York
$568K +$576K +17,388 New
Federated Hermes
138
Federated Hermes
Pennsylvania
$567K -$279K -8,422 -33%
SPIA
139
Steward Partners Investment Advisory
New York
$558K +$36.8K +1,111 +7%
SOADOR
140
State of Alaska Department of Revenue
Alaska
$555K +$20K +603 +4%
BFM
141
Boothbay Fund Management
New York
$554K +$563K +16,981 New
Verition Fund Management
142
Verition Fund Management
Connecticut
$539K +$547K +16,496 New
CAM
143
ClariVest Asset Management
California
$536K -$185K -5,596 -25%
Mariner
144
Mariner
Kansas
$531K -$14.2K -430 -3%
Squarepoint
145
Squarepoint
New York
$521K -$923K -27,862 -64%
Osaic Holdings
146
Osaic Holdings
Arizona
$514K -$407K -12,297 -44%
Jennison Associates
147
Jennison Associates
New York
$507K +$35.8K +1,080 +7%
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$501K -$566K -17,093 -53%
Creative Planning
149
Creative Planning
Kansas
$501K +$59.7K +1,803 +13%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$499K +$506K +15,268 New

NJR Hedge Fund Activity: Q2 2020 in Review

260 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2020, worth a combined $2.24B — down 4.1% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NJR positions and 28 closed out — a net gain of 15 holders — while 95 added to existing stakes and 69 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $15.4M. The largest seller was Invesco, cutting an estimated $33.4M.

  • 260 institutional investors held New Jersey Resources (NJR) as of Q2 2020, up from 247 in Q1 2020.
  • Funds reported $2.24B of New Jersey Resources stock for Q2 2020, down 4.1% quarter-over-quarter.
  • 43 funds opened new New Jersey Resources positions in Q2 2020 and 28 closed out, a net change of +15 holders.
  • The largest New Jersey Resources buyer in Q2 2020 was Energy Income Partners, an estimated $15.4M added.
  • The largest New Jersey Resources seller in Q2 2020 was Invesco, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2020.