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New Jersey Resources

276 hedge funds and large institutions have $2.26B invested in New Jersey Resources in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more call options, than puts

Call options by funds: $707K | Put options by funds: $515K

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

10% more funds holding

Funds holding: 250276 (+26)

0.76% more ownership

Funds ownership: 63.89%64.64% (+0.76%)

3% less capital invested

Capital invested by funds: $2.33B → $2.26B (-$71.9M)

Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
6.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
48
Increased
87
Reduced
76
Closed
21
Calls
$707K
Puts
$515K
Net Calls
+$192K
Net Calls Change
-$457K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$354K
MCIM
177
Meadow Creek Investment Management
Georgia
$353K +$76.6K +1,782 +25%
Franklin Resources
178
Franklin Resources
California
$352K -$47K -1,093 -11%
CGH
179
Crossmark Global Holdings
Texas
$344K +$25.7K +598 +8%
FNBT
180
FineMark National Bank & Trust
Florida
$327K
WHG
181
Westwood Holdings Group
Texas
$322K
CIM
182
CIM Investment Management
Pennsylvania
$321K -$5.41K -126 -2%
BII
183
Bainco International Investors
Massachusetts
$306K -$43K -1,000 -11%
RCM
184
Riverhead Capital Management
Delaware
$282K +$60.1K +1,400 +25%
KI
185
Koch Industries
Kansas
$274K +$293K +6,825 New
AG
186
Advisor Group
Arizona
$272K +$114K +2,659 +65%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$270K +$289K +6,722 New
RQS
188
Ramsey Quantitative Systems
Kentucky
$267K +$129K +3,000 New
FCM
189
Flinton Capital Management
Pennsylvania
$257K +$55.7K +1,296 +25%
N
190
Natixis
France
$253K -$445K -10,355 -62%
AWM
191
AE Wealth Management
Kansas
$246K +$773 +18 +0.3%
GFPC
192
Global Financial Private Capital
Florida
$245K +$262K +6,100 New
CWM
193
Cornerstone Wealth Management
Missouri
$240K +$2.58K +60 +1%
WS
194
Wedbush Securities
California
$237K +$9.75K +227 +4%
BHWM
195
Bar Harbor Wealth Management
New Hampshire
$237K +$49.5K +1,153 +24%
DWM
196
Doyle Wealth Management
Florida
$236K +$86 +2 +0%
GWM
197
Geneos Wealth Management
Colorado
$233K
SCM
198
Shelton Capital Management
Colorado
$233K
CSS
199
Cubist Systematic Strategies
Connecticut
$231K -$150K -3,493 -38%
PIM
200
Penobscot Investment Management
Massachusetts
$229K

NJR Hedge Fund Activity: Q4 2017 in Review

276 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2017, worth a combined $2.26B — down 3.1% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NJR positions and 21 closed out — a net gain of 27 holders — while 87 added to existing stakes and 76 trimmed.

The largest buyer was Millennium Management, adding an estimated $20M. The largest seller was State Street, cutting an estimated $33.8M.

  • 276 institutional investors held New Jersey Resources (NJR) as of Q4 2017, up from 250 in Q3 2017.
  • Funds reported $2.26B of New Jersey Resources stock for Q4 2017, down 3.1% quarter-over-quarter.
  • 48 funds opened new New Jersey Resources positions in Q4 2017 and 21 closed out, a net change of +27 holders.
  • The largest New Jersey Resources buyer in Q4 2017 was Millennium Management, an estimated $20M added.
  • The largest New Jersey Resources seller in Q4 2017 was State Street, an estimated $33.8M sold.

Based on aggregated 13F filings for Q4 2017.