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New Jersey Resources
NJR

290 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% more capital invested

Capital invested by funds: $2.79B → $3.03B (+$243M)

8% more funds holding

Funds holding: 268 → 290 (+22)

2.62% more ownership

Funds ownership: 68.45% → 71.06% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
290
Holders Change
+22
Holders Change %
+8.21%
% of All Funds
5.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
60
Increased
111
Reduced
66
Closed
32
Calls
$205K
Puts
–
Net Calls
+$205K
Net Calls Change
-$157K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$48.5M
2
State Street
State Street
Massachusetts
+$46.5M
3
Franklin Resources
Franklin Resources
California
+$43.1M
4
CC
Carlson Capital
Texas
+$32.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$71.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.89M
3
Millennium Management
Millennium Management
New York
-$6.72M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$5.82M
5
Ameriprise
Ameriprise
Minnesota
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
151
Mitsubishi UFJ Trust & Banking
Japan
$623K -$551K -12,744 -48%
YMRC
152
Yorktown Management & Research Company
Virginia
$611K -$99.8K -2,311 -14%
Stifel Financial
153
Stifel Financial
Missouri
$604K -$4.32K -100 -0.7%
Creative Planning
154
Creative Planning
Kansas
$596K -$72K -1,667 -11%
QCM
155
Quantinno Capital Management
New York
$586K +$568K +13,154 New
WHG
156
Westwood Holdings Group
Texas
$583K – – –
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$561K – – –
TEE
158
Tibra Equities Europe
United Kingdom
$557K +$540K +12,500 New
6M
159
6 Meridian
Kansas
$554K +$24.6K +569 +5%
Squarepoint
160
Squarepoint
New York
$547K +$530K +12,277 New
DCM
161
Dupont Capital Management
Delaware
$545K -$72.5K -1,679 -12%
DTL
162
Dynamic Technology Lab
Singapore
$544K +$527K +12,201 New
BHWM
163
Bar Harbor Wealth Management
New Hampshire
$536K -$808K -18,706 -61%
QT
164
Quantbot Technologies
New York
$530K +$98.2K +2,273 +24%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$529K -$1.34M -30,952 -72%
PAG
166
Private Advisor Group
New Jersey
$510K -$18.4K -425 -4%
SO
167
STRS Ohio
Ohio
$485K -$34.6K -800 -7%
WSFS
168
Wilmington Savings Fund Society
Delaware
$483K – – –
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$473K -$89.7K -2,076 -16%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$455K -$2.04M -47,224 -82%
SAM
171
Securian Asset Management
Minnesota
$437K -$12.7K -295 -3%
GT
172
Glenmede Trust
Pennsylvania
$430K +$3.15K +73 +0.8%
JWCA
173
J.W. Cole Advisors
Florida
$418K +$406K +9,386 New
NNP
174
Nachman Norwood & Parrott
South Carolina
$411K – – –
OSIA
175
O'Shares Investment Advisers
Massachusetts
$405K +$10.4K +240 +3%
5 6
7
8 9

NJR Hedge Fund Activity: Q4 2019 in Review

290 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2019, worth a combined $3.03B — up 8.7% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NJR positions and 32 closed out — a net gain of 28 holders — while 111 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Goldman Sachs, cutting an estimated $71.4M.

  • 290 institutional investors held New Jersey Resources (NJR) as of Q4 2019, up from 268 in Q3 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 60 funds opened new New Jersey Resources positions in Q4 2019 and 32 closed out, a net change of +28 holders.
  • The largest New Jersey Resources buyer in Q4 2019 was BlackRock, an estimated $48.5M added.
  • The largest New Jersey Resources seller in Q4 2019 was Goldman Sachs, an estimated $71.4M sold.

Based on aggregated 13F filings for Q4 2019.