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New Jersey Resources

272 hedge funds and large institutions have $2.97B invested in New Jersey Resources in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

9% more capital invested

Capital invested by funds: $2.72B → $2.97B (+$248M)

0.09% less ownership

Funds ownership: 67.31%67.22% (-0.09%)

2% less funds holding

Funds holding: 278272 (-6)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
94
Reduced
80
Closed
38
Calls
$583K
Puts
Net Calls
+$583K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
6M
151
6 Meridian
Kansas
$515K -$21.8K -458 -4%
GHA
152
GW Henssler & Associates
Georgia
$513K +$490K +10,300 New
BIAS
153
Beacon Investment Advisory Services
New Jersey
$498K -$238K -5,000 -33%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$483K +$462K +9,710 New
Franklin Resources
155
Franklin Resources
California
$478K +$47.9K +1,006 +12%
NNP
156
Nachman Norwood & Parrott
South Carolina
$461K
PAG
157
Private Advisor Group
New Jersey
$455K +$88K +1,848 +25%
RCM
158
Riverhead Capital Management
Delaware
$449K
FTIOP
159
Fiduciary Trust International of Pennsylvania
Pennsylvania
$448K
GLA
160
Great Lakes Advisors
Illinois
$448K +$77.7K +1,633 +22%
PA
161
Pinnacle Associates
New York
$447K
PAM
162
Panagora Asset Management
Massachusetts
$446K +$412K +8,660 +2,887%
AAS
163
Avantax Advisory Services
Texas
$439K -$167K -3,514 -29%
Citadel Advisors
164
Citadel Advisors
Florida
$426K -$276K -5,798 -40%
MCM
165
Murphy Capital Management
New Jersey
$424K -$16.7K -350 -4%
CGH
166
Crossmark Global Holdings
Texas
$414K -$14.3K -300 -3%
WS
167
Wedbush Securities
California
$413K +$114K +2,387 +40%
FCM
168
Flinton Capital Management
Pennsylvania
$408K
FIM
169
Freedom Investment Management
Connecticut
$404K -$245K -5,141 -39%
AG
170
Advisor Group
Arizona
$393K +$5.9K +124 +2%
KBC Group
171
KBC Group
Belgium
$388K -$119K -2,501 -24%
HighTower Advisors
172
HighTower Advisors
Illinois
$374K +$359K +7,533 New
VWM
173
Venturi Wealth Management
Texas
$366K -$34.8K -732 -9%
BRWA
174
B. Riley Wealth Advisors
Florida
$344K +$329K +6,906 New
CBOA
175
Commonwealth Bank of Australia
Australia
$338K

NJR Hedge Fund Activity: Q1 2019 in Review

272 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2019, worth a combined $2.97B — up 9.1% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 34 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 94 added.

The largest buyer was State Street, adding an estimated $15.3M. The largest seller was Teachers Advisors, cutting an estimated $20.7M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q1 2019, down from 278 in Q4 2018.
  • Funds reported $2.97B of New Jersey Resources stock for Q1 2019, up 9.1% quarter-over-quarter.
  • 34 funds opened new New Jersey Resources positions in Q1 2019 and 38 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q1 2019 was State Street, an estimated $15.3M added.
  • The largest New Jersey Resources seller in Q1 2019 was Teachers Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2019.