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New Jersey Resources
NJR

174 hedge funds and large institutions have $1.08B invested in New Jersey Resources in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $139K | Put options by funds: $74K

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $1B → $1.08B (+$76.2M)

1.01% more ownership

Funds ownership: 109.93% → 110.94% (+1%)

0% more funds holding

Funds holding: 174 → 174 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

Holders
174
Holders Change
–
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
53
Closed
18
Calls
$139K
Puts
$74K
Net Calls
+$65K
Net Calls Change
-$63K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
Wells Fargo
Wells Fargo
California
+$9.79M
3
Prudential Financial
Prudential Financial
New Jersey
+$7.05M
4
WHG
Westwood Holdings Group
Texas
+$6.61M
5
GC
Guggenheim Capital
Illinois
+$5.37M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.11M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.72M
3
WHRC
W.H. Reaves & Co
New Jersey
-$3.15M
4
Millennium Management
Millennium Management
New York
-$2.69M
5
BTW
Boston Trust Walden
Massachusetts
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$118K -$4.5K -200 -4%
MCM
152
Manchester Capital Management
Vermont
$106K – – –
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$71K -$174K -7,740 -71%
Creative Planning
154
Creative Planning
Kansas
$51K -$42.3K -1,882 -46%
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K -$92.2K -4,100 -68%
US Bancorp
156
US Bancorp
Minnesota
$41K +$23.8K +1,056 +144%
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$31K +$30.4K +1,350 New
SSB
158
Sandy Spring Bank
Maryland
$28K – – –
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$25.7K -$497K -22,080 -95%
RA
160
Rational Advisors
New York
$24K -$1.57K -70 -6%
PCM
161
Prelude Capital Management
New York
$22K +$21.1K +940 New
ATC
162
Adirondack Trust Company
New York
$21K – – –
LFR
163
Lehman Financial Resources
Pennsylvania
$21K – – –
MA
164
MUFG Americas
New York
$18K – – –
WEC
165
Winslow Evans & Crocker
Massachusetts
$12K +$11.8K +526 New
FM
166
Forward Management
California
$10K -$18K -800 -65%
PIA
167
Piedmont Investment Advisors
North Carolina
$6.75K +$6.57K +292 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$6K +$585 +26 +13%
GI
169
Gradient Investments
Minnesota
$6K +$6.3K +280 New
HR
170
Howe & Rusling
New York
$5K – – –
PR
171
Payden & Rygel
California
$5K – – –
QT
172
Quantbot Technologies
New York
$4K +$4.5K +200 New
EFSCE
173
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.45K +$76.7K +3,410 +6%
HNB
175
Huntington National Bank
Ohio
$1K – – –
4 5 6
7
8

NJR Hedge Fund Activity: Q4 2013 in Review

174 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2013, worth a combined $1.08B — up 7.6% from $1B a quarter earlier.

Fund positioning in NJR was balanced in Q4 2013: 18 funds opened new positions, 18 closed out, 68 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $7.11M.

  • 174 institutional investors held New Jersey Resources (NJR) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $1.08B of New Jersey Resources stock for Q4 2013, up 7.6% quarter-over-quarter.
  • 18 funds opened new New Jersey Resources positions in Q4 2013 and 18 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest New Jersey Resources seller in Q4 2013 was Lord, Abbett & Co, an estimated $7.11M sold.

Based on aggregated 13F filings for Q4 2013.