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New Jersey Resources

239 hedge funds and large institutions have $2.23B invested in New Jersey Resources in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.92B → $2.23B (+$312M)

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2.55% more ownership

Funds ownership: 62.6%65.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 251239 (-12)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
239
Holders Change
-12
Holders Change %
-4.78%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
86
Reduced
75
Closed
26
Calls
$1.78M
Puts
Net Calls
+$1.78M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
176
Mosaic Family Wealth
Missouri
$163K +$5.55K +147 +4%
GHCM
177
Glen Harbor Capital Management
California
$156K -$33.8K -896 -18%
US Bancorp
178
US Bancorp
Minnesota
$156K -$23.9K -633 -14%
VWM
179
Valley Wealth Managers
New Jersey
$152K -$11.1K -293 -7%
H
180
Hexavest
Quebec, Canada
$135K
MCIM
181
Meadow Creek Investment Management
Georgia
$123K -$26.6K -704 -18%
PG
182
Patten Group
Tennessee
$122K
TRCT
183
Tower Research Capital (TRC)
New York
$119K -$58.2K -1,542 -34%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$118K
VNA
185
Valley National Advisers
Pennsylvania
$117K
KTC
186
Kistler-Tiffany Companies
Pennsylvania
$115K
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$111K
AG
188
Advisor Group
Arizona
$105K +$27.2K +721 +37%
RCM
189
Riverhead Capital Management
Delaware
$99K -$22.6K -600 -19%
FCM
190
Flinton Capital Management
Pennsylvania
$89K -$19.3K -512 -18%
Barclays
191
Barclays
United Kingdom
$88K -$1.02M -27,070 -92%
ASN
192
Advisory Services Network
Georgia
$73K +$70K +1,854 New
DADC
193
D.A. Davidson & Co
Montana
$69K -$9.66K -256 -13%
GWM
194
Geneos Wealth Management
Colorado
$65K
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$62K +$4.94K +131 +9%
M
196
MOTCO
Texas
$53K
FMA
197
FNY Managed Accounts
New York
$53K +$51.3K +1,360 New
BKA
198
Brick & Kyle Associates
Pennsylvania
$49K
SSB
199
Sandy Spring Bank
Maryland
$48K
BFEC
200
Benjamin F. Edwards & Company
Missouri
$47K

NJR Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2017, worth a combined $2.23B — up 16% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NJR and 19 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 86 added.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $28.5M sold.

  • 239 institutional investors held New Jersey Resources (NJR) as of Q1 2017, down from 251 in Q4 2016.
  • Funds reported $2.23B of New Jersey Resources stock for Q1 2017, up 16% quarter-over-quarter.
  • 19 funds opened new New Jersey Resources positions in Q1 2017 and 26 closed out, a net change of -7 holders.
  • The largest New Jersey Resources buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest New Jersey Resources seller in Q1 2017 was Adage Capital Partners, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2017.