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New Jersey Resources

251 hedge funds and large institutions have $1.92B invested in New Jersey Resources in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

12% more capital invested

Capital invested by funds: $1.7B → $1.92B (+$213M)

4% more funds holding

Funds holding: 242251 (+9)

2.07% more ownership

Funds ownership: 60.53%62.6% (+2.1%)

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
91
Reduced
67
Closed
23
Calls
$729K
Puts
Net Calls
+$729K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Symons Capital Management
Pennsylvania
$432K -$3.06K -90 -0.7%
AB
152
Amalgamated Bank
New York
$427K +$46.8K +1,379 +13%
RQS
153
Ramsey Quantitative Systems
Kentucky
$415K -$220K -6,484 -36%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$390K -$46.3K -1,364 -11%
O
155
OppenheimerFunds
New York
$383K +$73.6K +2,167 +25%
SAM
156
Securian Asset Management
Minnesota
$380K +$9.51K +280 +3%
Franklin Resources
157
Franklin Resources
California
$369K -$26.8K -790 -7%
VDI
158
Vaughan David Investments
Illinois
$365K -$20.4K -600 -6%
CTC
159
Central Trust Company
Missouri
$364K
SO
160
STRS Ohio
Ohio
$355K -$30.6K -900 -8%
BHTS
161
Bar Harbor Trust Services
Maine
$355K
CSS
162
Cubist Systematic Strategies
Connecticut
$339K +$9.68K +285 +3%
GT
163
Glenmede Trust
Pennsylvania
$337K +$147K +4,340 +84%
SEI Investments
164
SEI Investments
Pennsylvania
$334K -$309K -9,099 -49%
NPC
165
National Planning Corporation
California
$330K +$238 +7 +0.1%
FTIOP
166
Fiduciary Trust International of Pennsylvania
Pennsylvania
$320K
FIM
167
Freedom Investment Management
Connecticut
$317K +$46.1K +1,357 +18%
VEA
168
Virtus ETF Advisers
New York
$316K +$302K +8,900 New
CIM
169
CIM Investment Management
Pennsylvania
$297K
FNBT
170
FineMark National Bank & Trust
Florida
$289K
Pacer Advisors
171
Pacer Advisors
Pennsylvania
$286K +$18K +530 +7%
WHG
172
Westwood Holdings Group
Texas
$284K
DDPIC
173
Deroy & Devereaux Private Investment Counsel
Michigan
$272K -$3.4K -100 -1%
CAM
174
Capstone Asset Management
Texas
$254K -$4.41K -130 -2%
SSP
175
Sapphire Star Partners
Washington
$247K +$237K +6,968 New

NJR Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2016, worth a combined $1.92B — up 12% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 23 closed out — a net gain of 14 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.4M. The largest seller was Adage Capital Partners, cutting an estimated $20.3M.

  • 251 institutional investors held New Jersey Resources (NJR) as of Q4 2016, up from 242 in Q3 2016.
  • Funds reported $1.92B of New Jersey Resources stock for Q4 2016, up 12% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q4 2016 and 23 closed out, a net change of +14 holders.
  • The largest New Jersey Resources buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $22.4M added.
  • The largest New Jersey Resources seller in Q4 2016 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2016.