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New Jersey Resources

272 hedge funds and large institutions have $2.97B invested in New Jersey Resources in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

9% more capital invested

Capital invested by funds: $2.72B → $2.97B (+$248M)

0.09% less ownership

Funds ownership: 67.31%67.22% (-0.09%)

2% less funds holding

Funds holding: 278272 (-6)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
94
Reduced
80
Closed
38
Calls
$583K
Puts
Net Calls
+$583K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$335K
GAM
177
Gotham Asset Management
New York
$332K +$83.5K +1,754 +36%
VDI
178
Vaughan David Investments
Illinois
$331K -$131K -2,750 -29%
SSWM
179
Sheets Smith Wealth Management
North Carolina
$314K
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$302K +$8.9K +187 +3%
BHTS
181
Bar Harbor Trust Services
Maine
$299K -$119K -2,500 -29%
AWM
182
AE Wealth Management
Kansas
$292K +$904 +19 +0.3%
SS
183
Simplicity Solutions
Minnesota
$292K +$904 +19 +0.3%
GWM
184
Geneos Wealth Management
Colorado
$289K
RC
185
RegentAtlantic Capital
New Jersey
$287K +$274K +5,763 New
ECM
186
Evergreen Capital Management
Washington
$286K -$9.43K -198 -3%
BHWM
187
Bar Harbor Wealth Management
New Hampshire
$285K
VWM
188
Valley Wealth Managers
New Jersey
$281K +$269K +5,641 New
OSIA
189
O'Shares Investment Advisers
Massachusetts
$276K -$31K -651 -11%
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$263K +$251K +5,272 New
US Bancorp
191
US Bancorp
Minnesota
$262K -$2.43K -51 -1%
Jane Street
192
Jane Street
New York
$259K +$247K +5,193 New
AEPG
193
American Economic Planning Group
New Jersey
$256K
BAM
194
Bruderman Asset Management
New York
$253K +$10.5K +220 +5%
PIA
195
Piedmont Investment Advisors
North Carolina
$250K +$239K +5,023 New
PIM
196
Penobscot Investment Management
Massachusetts
$249K -$33.3K -700 -12%
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$244K
FANJ
198
Financial Architects (New Jersey)
New Jersey
$244K +$190K +4,000 +444%
LIA
199
LS Investment Advisors
Michigan
$233K -$9.43K -198 -4%
TRCT
200
Tower Research Capital (TRC)
New York
$229K +$97.6K +2,051 +80%

NJR Hedge Fund Activity: Q1 2019 in Review

272 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2019, worth a combined $2.97B — up 9.1% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 34 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 94 added.

The largest buyer was State Street, adding an estimated $15.3M. The largest seller was Teachers Advisors, cutting an estimated $20.7M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q1 2019, down from 278 in Q4 2018.
  • Funds reported $2.97B of New Jersey Resources stock for Q1 2019, up 9.1% quarter-over-quarter.
  • 34 funds opened new New Jersey Resources positions in Q1 2019 and 38 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q1 2019 was State Street, an estimated $15.3M added.
  • The largest New Jersey Resources seller in Q1 2019 was Teachers Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2019.