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New Jersey Resources

234 hedge funds and large institutions have $1.38B invested in New Jersey Resources in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

1% less funds holding

Funds holding: 237234 (-3)

1.42% less ownership

Funds ownership: 60.05%58.63% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

13% less capital invested

Capital invested by funds: $1.59B → $1.38B (-$213M)

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
67
Reduced
76
Closed
37
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
176
Jacobs Levy Equity Management
New Jersey
$200K +$217K +7,270 New
TIS
177
Tortoise Index Solutions
Kansas
$187K +$203K +6,780 New
GT
178
Glenmede Trust
Pennsylvania
$159K +$8.04K +269 +5%
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$154K
Federated Hermes
180
Federated Hermes
Pennsylvania
$107K -$653K -21,840 -85%
Nordea Investment Management
181
Nordea Investment Management
Sweden
$104K +$112K +3,758 New
H
182
Hexavest
Quebec, Canada
$94K
BJ
183
BlackRock Japan
Japan
$93K +$101K +3,367 New
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$91K +$21.7K +727 +28%
PG
185
Patten Group
Tennessee
$82.7K +$89.7K +3,000 New
VNA
186
Valley National Advisers
Pennsylvania
$82K
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$81K +$28.5K +954 +47%
LIA
188
LS Investment Advisors
Michigan
$76K +$82K +2,743 New
Bessemer Group
189
Bessemer Group
New Jersey
$74K -$14.9K -500 -16%
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74K
BAM
191
Bruderman Asset Management
New York
$70K -$9.27K -310 -11%
JG
192
Jefferies Group
New York
$65K +$70.2K +2,348 New
DADC
193
D.A. Davidson & Co
Montana
$55K
M
194
MOTCO
Texas
$55K +$59.8K +2,000 New
CG
195
Colony Group
Massachusetts
$54K +$58.6K +1,961 New
US Bancorp
196
US Bancorp
Minnesota
$42K -$12K -400 -21%
Walleye Trading
197
Walleye Trading
New York
$39K +$42.6K +1,425 New
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$37K
BKA
199
Brick & Kyle Associates
Pennsylvania
$34K
Fuller & Thaler Asset Management
200
Fuller & Thaler Asset Management
California
$33K -$17.9K -600 -33%

NJR Hedge Fund Activity: Q2 2015 in Review

234 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2015, worth a combined $1.38B — down 13% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NJR and 35 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 67 added.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $26.8M. The largest seller was Channing Capital Management, cutting an estimated $23.4M.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q2 2015, down from 237 in Q1 2015.
  • Funds reported $1.38B of New Jersey Resources stock for Q2 2015, down 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2015 and 37 closed out, a net change of -2 holders.
  • The largest New Jersey Resources buyer in Q2 2015 was Copper Rock Capital Partners, an estimated $26.8M added.
  • The largest New Jersey Resources seller in Q2 2015 was Channing Capital Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2015.