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New Jersey Resources

272 hedge funds and large institutions have $2.64B invested in New Jersey Resources in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $300K

41% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 76

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $2.33B → $2.64B (+$307M)

3% more funds holding

Funds holding: 264272 (+8)

0.84% more ownership

Funds ownership: 66.43%67.26% (+0.84%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
6.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
107
Reduced
76
Closed
25
Calls
$1.27M
Puts
$300K
Net Calls
+$975K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$566K -$62.5K -1,479 -10%
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$563K
SCC
153
Spring Creek Capital
Kansas
$540K +$510K +12,061 New
CWM
154
Cornerstone Wealth Management
Missouri
$536K +$1.03M +24,334 New
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$533K -$54.9K -1,300 -10%
LA
156
Legacy Advisors
Pennsylvania
$532K +$499K +11,815 New
6M
157
6 Meridian
Kansas
$524K -$12.4K -294 -2%
KeyBank National Association
158
KeyBank National Association
Ohio
$522K
GHCM
159
Glen Harbor Capital Management
California
$521K +$9.46K +224 +2%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$518K +$489K +11,569 New
SPIA
161
Steward Partners Investment Advisory
New York
$503K +$10.5K +248 +2%
SCM
162
Stevens Capital Management
Pennsylvania
$500K -$234K -5,550 -33%
MAM
163
Meeder Asset Management
Ohio
$497K +$469K +11,101 New
Mitsubishi UFJ Trust & Banking
164
Mitsubishi UFJ Trust & Banking
Japan
$488K +$5.15K +122 +1%
SAM
165
Securian Asset Management
Minnesota
$488K +$8.66K +205 +2%
YMRC
166
Yorktown Management & Research Company
Virginia
$468K +$49K +1,161 +12%
SO
167
STRS Ohio
Ohio
$465K +$54.9K +1,300 +14%
TI
168
Trexquant Investment
Connecticut
$460K -$1.02M -24,136 -70%
KBC Group
169
KBC Group
Belgium
$460K
MCM
170
Murphy Capital Management
New Jersey
$449K +$188K +4,450 +80%
GT
171
Glenmede Trust
Pennsylvania
$443K -$291K -6,891 -41%
Stifel Financial
172
Stifel Financial
Missouri
$442K -$13.6K -321 -3%
SIA
173
Sit Investment Associates
Minnesota
$428K
PA
174
Pinnacle Associates
New York
$411K +$164K +3,885 +73%
MCIM
175
Meadow Creek Investment Management
Georgia
$410K +$7.43K +176 +2%

NJR Hedge Fund Activity: Q2 2018 in Review

272 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2018, worth a combined $2.64B — up 13% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NJR positions and 25 closed out — a net gain of 10 holders — while 107 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $20.2M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q2 2018, up from 264 in Q1 2018.
  • Funds reported $2.64B of New Jersey Resources stock for Q2 2018, up 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2018 and 25 closed out, a net change of +10 holders.
  • The largest New Jersey Resources buyer in Q2 2018 was Wellington Management Group, an estimated $20.2M added.
  • The largest New Jersey Resources seller in Q2 2018 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2018.