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New Jersey Resources

237 hedge funds and large institutions have $1.59B invested in New Jersey Resources in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

2% more funds holding

Funds holding: 232237 (+5)

2% more capital invested

Capital invested by funds: $1.57B → $1.59B (+$25.5M)

61.23% less ownership

Funds ownership: 121.28%60.05% (-61%)

Holders
237
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
6.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
71
Closed
24
Calls
$322K
Puts
Net Calls
+$322K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
151
Horizon Investment Services
Indiana
$405K +$410K +13,053 New
PA
152
Pinnacle Associates
New York
$403K +$6.4K +204 +2%
VDI
153
Vaughan David Investments
Illinois
$398K -$712K -22,674 -64%
CTC
154
Central Trust Company
Missouri
$396K -$49.4K -1,574 -11%
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$396K +$22K +700 +6%
MCM
156
Murphy Capital Management
New Jersey
$389K +$76.9K +2,450 +24%
CG
157
Clinton Group
New York
$378K +$82.2K +2,620 +27%
MSA
158
Mason Street Advisors
Wisconsin
$352K +$14.8K +472 +4%
JIM
159
Jupiter Investment Management
United Kingdom
$350K -$487K -15,525 -58%
CIM
160
CIM Investment Management
Pennsylvania
$346K
HI
161
HBK Investments
Texas
$345K +$348K +11,100 New
CIBC World Market
162
CIBC World Market
Ontario, Canada
$332K +$71.4K +2,274 +27%
VIA
163
Vident Investment Advisory
Georgia
$314K -$85.9K -2,736 -21%
BHTS
164
Bar Harbor Trust Services
Maine
$311K
Allianz Asset Management
165
Allianz Asset Management
Germany
$297K -$133K -4,250 -31%
M&T Bank
166
M&T Bank
New York
$294K -$34.6K -1,103 -10%
GCP
167
GSA Capital Partners
United Kingdom
$292K +$295K +9,394 New
DDPIC
168
Deroy & Devereaux Private Investment Counsel
Michigan
$290K
BII
169
Bainco International Investors
Massachusetts
$280K
FTIOP
170
Fiduciary Trust International of Pennsylvania
Pennsylvania
$280K
PAM
171
Princeton Alpha Management
New Jersey
$271K -$276K -8,796 -50%
Mitsubishi UFJ Trust & Banking
172
Mitsubishi UFJ Trust & Banking
Japan
$265K +$267K +8,520 New
LA
173
Lucus Advisors
New York
$258K +$261K +8,303 New
ZIM
174
Zacks Investment Management
Illinois
$256K +$259K +8,242 New
FNB
175
First Niagara Bank
New York
$255K

NJR Hedge Fund Activity: Q1 2015 in Review

237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2015, worth a combined $1.59B — up 1.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 24 closed out — a net gain of 8 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34M. The largest seller was BlackRock Fund Advisors, cutting an estimated $116M.

  • 237 institutional investors held New Jersey Resources (NJR) as of Q1 2015, up from 232 in Q4 2014.
  • Funds reported $1.59B of New Jersey Resources stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2015 and 24 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2015 was Vanguard Group, an estimated $34M added.
  • The largest New Jersey Resources seller in Q1 2015 was BlackRock Fund Advisors, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2015.