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New Jersey Resources
NJR

174 hedge funds and large institutions have $1B invested in New Jersey Resources in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,200% more call options, than puts

Call options by funds: $132K | Put options by funds: $4K

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

4% more funds holding

Funds holding: 167 → 174 (+7)

3% more capital invested

Capital invested by funds: $969M → $1B (+$31.3M)

2.51% less ownership

Funds ownership: 112.44% → 109.93% (-2.5%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
5.64%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
66
Reduced
46
Closed
15
Calls
$132K
Puts
$4K
Net Calls
+$128K
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$11.9M
2
BFA
BlackRock Fund Advisors
California
+$7.55M
3
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
+$7.4M
4
TA
Teachers Advisors
New York
+$6.36M
5
State Street
State Street
Massachusetts
+$5.51M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$44.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$25.6M
3
ANRF
Adams Natural Resources Fund
Maryland
-$10.7M
4
LM
Luminus Management
Texas
-$5.7M
5
TAM
THB Asset Management
Connecticut
-$5.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
ANRF
176
Adams Natural Resources Fund
Maryland
– -$10.7M -516,000 Closed
TAM
177
THB Asset Management
Connecticut
– -$5.39M -259,660 Closed
Lazard Asset Management
178
Lazard Asset Management
New York
– -$1.67M -80,250 Closed
SFM
179
Systematic Financial Management
New Jersey
– -$1.42M -68,506 Closed
RJFSA
180
Raymond James Financial Services Advisors
Florida
– -$1.14M -54,856 Closed
DTL
181
Dynamic Technology Lab
Singapore
– -$918K -44,236 Closed
SCM
182
Symons Capital Management
Pennsylvania
– -$603K -29,060 Closed
RU
183
RobecoSam USA
New York
– -$415K -20,000 Closed
GPA
184
GSB Podium Advisors
New York
– -$203K -9,782 Closed
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
– -$91K -4,400 Closed
RNS
186
Robert N. Shapiro
– -$46K -2,200 Closed
OMCS
187
Old Mutual Customised Solutions
South Africa
– -$17K -800 Closed
SMA
188
Simply Money Advisors
Ohio
– -$9K -418 Closed
ST
189
Smithfield Trust
Pennsylvania
– -$7K -360 Closed
4 5 6 7
8

NJR Hedge Fund Activity: Q3 2013 in Review

174 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2013, worth a combined $1B — up 3.2% from $969M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NJR positions and 15 closed out — a net gain of 8 holders — while 66 added to existing stakes and 46 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $11.9M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $44.7M sold.

  • 174 institutional investors held New Jersey Resources (NJR) as of Q3 2013, up from 167 in Q2 2013.
  • Funds reported $1B of New Jersey Resources stock for Q3 2013, up 3.2% quarter-over-quarter.
  • 23 funds opened new New Jersey Resources positions in Q3 2013 and 15 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q3 2013 was AJO LP, an estimated $11.9M added.
  • The largest New Jersey Resources seller in Q3 2013 was Neuberger Berman Group, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2013.