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New Jersey Resources

239 hedge funds and large institutions have $2.23B invested in New Jersey Resources in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.92B → $2.23B (+$312M)

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2.55% more ownership

Funds ownership: 62.6%65.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 251239 (-12)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
239
Holders Change
-12
Holders Change %
-4.78%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
86
Reduced
75
Closed
26
Calls
$1.78M
Puts
Net Calls
+$1.78M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
151
Credit Agricole
France
$307K -$361K -9,565 -55%
KBC Group
152
KBC Group
Belgium
$305K +$291K +7,704 New
SSP
153
Sapphire Star Partners
Washington
$300K +$22.9K +608 +9%
NA
154
Navellier & Associates
Nevada
$300K +$24K +636 +9%
Verition Fund Management
155
Verition Fund Management
Connecticut
$293K -$397K -10,530 -59%
CAM
156
Capstone Asset Management
Texas
$285K +$1.13K +30 +0.4%
VKH
157
Virtu KCG Holdings
New York
$275K -$1.82M -48,328 -87%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$268K -$5.85K -155 -2%
DDPIC
159
Deroy & Devereaux Private Investment Counsel
Michigan
$257K -$43.4K -1,150 -15%
FMT
160
First Mercantile Trust
Tennessee
$249K -$3.4K -90 -1%
Bessemer Group
161
Bessemer Group
New Jersey
$243K -$7.55K -200 -3%
LIA
162
LS Investment Advisors
Michigan
$233K +$1.21K +32 +0.5%
Jane Street
163
Jane Street
New York
$232K +$221K +5,862 New
SCM
164
Shelton Capital Management
Colorado
$229K -$272K -7,197 -55%
CWA
165
Cypress Wealth Advisors
California
$226K
PIM
166
Penobscot Investment Management
Massachusetts
$226K
PA
167
Pinnacle Associates
New York
$221K -$28.3K -750 -12%
DWM
168
Doyle Wealth Management
Florida
$221K +$211K +5,590 New
Ohio Public Employees Retirement System (OPERS)
169
Ohio Public Employees Retirement System (OPERS)
Ohio
$219K +$4.19K +111 +2%
AEPG
170
American Economic Planning Group
New Jersey
$215K +$205K +5,433 New
FB
171
Fulton Bank
Pennsylvania
$214K +$204K +5,400 New
N
172
Natixis
France
$212K +$202K +5,342 New
AWM
173
AE Wealth Management
Kansas
$211K +$201K +5,337 New
WAM
174
World Asset Management
Michigan
$210K +$200K +5,292 New
EP
175
Elkfork Partners
Oregon
$190K -$41.1K -1,088 -18%

NJR Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2017, worth a combined $2.23B — up 16% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NJR and 19 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 86 added.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $28.5M sold.

  • 239 institutional investors held New Jersey Resources (NJR) as of Q1 2017, down from 251 in Q4 2016.
  • Funds reported $2.23B of New Jersey Resources stock for Q1 2017, up 16% quarter-over-quarter.
  • 19 funds opened new New Jersey Resources positions in Q1 2017 and 26 closed out, a net change of -7 holders.
  • The largest New Jersey Resources buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest New Jersey Resources seller in Q1 2017 was Adage Capital Partners, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2017.