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New Jersey Resources

264 hedge funds and large institutions have $2.33B invested in New Jersey Resources in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,825% more call options, than puts

Call options by funds: $634K | Put options by funds: $8K

35% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 74

1.78% more ownership

Funds ownership: 64.64%66.43% (+1.8%)

3% more capital invested

Capital invested by funds: $2.26B → $2.33B (+$74.5M)

4% less funds holding

Funds holding: 276264 (-12)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
264
Holders Change
-12
Holders Change %
-4.35%
% of All Funds
6.05%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
100
Reduced
74
Closed
38
Calls
$634K
Puts
$8K
Net Calls
+$626K
Net Calls Change
+$434K
Name Holding Trade Value Shares
Change
Change in
Stake
MCIM
176
Meadow Creek Investment Management
Georgia
$360K +$7.71K +198 +2%
Franklin Resources
177
Franklin Resources
California
$340K -$11.4K -294 -3%
CGH
178
Crossmark Global Holdings
Texas
$326K -$16.7K -428 -5%
CIM
179
CIM Investment Management
Pennsylvania
$321K
WHG
180
Westwood Holdings Group
Texas
$321K
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$310K +$283K +7,277 +1,552%
RCM
182
Riverhead Capital Management
Delaware
$289K +$7.79K +200 +3%
JG
183
Jefferies Group
New York
$273K -$3.23M -83,050 -92%
FCM
184
Flinton Capital Management
Pennsylvania
$262K +$5.61K +144 +2%
CTC
185
Central Trust Company
Missouri
$261K -$113K -2,900 -31%
CSS
186
Cubist Systematic Strategies
Connecticut
$247K +$16.6K +426 +7%
AWM
187
AE Wealth Management
Kansas
$246K +$740 +19 +0.3%
WS
188
Wedbush Securities
California
$243K +$6.66K +171 +3%
US Bancorp
189
US Bancorp
Minnesota
$240K +$32.1K +825 +16%
BHWM
190
Bar Harbor Wealth Management
New Hampshire
$237K
GWM
191
Geneos Wealth Management
Colorado
$232K
SCM
192
Shelton Capital Management
Colorado
$232K
PIM
193
Penobscot Investment Management
Massachusetts
$229K
ECM
194
Evergreen Capital Management
Washington
$229K +$222K +5,705 New
M&T Bank
195
M&T Bank
New York
$226K
STA
196
Summit Trail Advisors
New York
$225K
MCM
197
Murphy Capital Management
New Jersey
$224K +$218K +5,593 New
RQS
198
Ramsey Quantitative Systems
Kentucky
$219K +$95.6K +2,455 +82%
DWM
199
Doyle Wealth Management
Florida
$217K -$18.1K -466 -8%
FB
200
Fulton Bank
Pennsylvania
$217K

NJR Hedge Fund Activity: Q1 2018 in Review

264 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2018, worth a combined $2.33B — up 3.3% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 28 opened new positions — a net loss of 10 holders — while 74 trimmed existing stakes and 100 added.

The largest buyer was State Street, adding an estimated $60.2M. The largest seller was Millennium Management, cutting an estimated $32.2M.

  • 264 institutional investors held New Jersey Resources (NJR) as of Q1 2018, down from 276 in Q4 2017.
  • Funds reported $2.33B of New Jersey Resources stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 28 funds opened new New Jersey Resources positions in Q1 2018 and 38 closed out, a net change of -10 holders.
  • The largest New Jersey Resources buyer in Q1 2018 was State Street, an estimated $60.2M added.
  • The largest New Jersey Resources seller in Q1 2018 was Millennium Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q1 2018.