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New Jersey Resources

268 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

1.04% more ownership

Funds ownership: 67.22%68.25% (+1%)

2% more capital invested

Capital invested by funds: $2.97B → $3.03B (+$60.2M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 272268 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
268
Holders Change
-4
Holders Change %
-1.47%
% of All Funds
5.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
101
Reduced
80
Closed
23
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
176
Venturi Wealth Management
Texas
$362K -$6.16K -125 -2%
TRCT
177
Tower Research Capital (TRC)
New York
$351K +$121K +2,457 +53%
BRWA
178
B. Riley Wealth Advisors
Florida
$349K +$5.03K +102 +1%
ARTA
179
A.R.T. Advisors
New York
$348K +$345K +7,000 New
HighTower Advisors
180
HighTower Advisors
Illinois
$340K -$33.5K -680 -9%
KeyBank National Association
181
KeyBank National Association
Ohio
$335K
VDI
182
Vaughan David Investments
Illinois
$331K
Mariner
183
Mariner
Kansas
$330K +$108K +2,190 +49%
FANJ
184
Financial Architects (New Jersey)
New Jersey
$320K +$74.9K +1,520 +31%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$314K
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$312K +$49.1K +997 +19%
AWM
187
AE Wealth Management
Kansas
$310K +$17.7K +359 +6%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$302K
BHTS
189
Bar Harbor Trust Services
Maine
$299K
GWM
190
Geneos Wealth Management
Colorado
$288K
SCM
191
Shelton Capital Management
Colorado
$288K +$271K +5,502 +1,910%
ECM
192
Evergreen Capital Management
Washington
$284K -$1.48K -30 -0.5%
GHA
193
GW Henssler & Associates
Georgia
$279K -$232K -4,700 -46%
OSIA
194
O'Shares Investment Advisers
Massachusetts
$272K -$3.79K -77 -1%
VWM
195
Valley Wealth Managers
New Jersey
$269K -$11.6K -236 -4%
TI
196
Trexquant Investment
Connecticut
$261K +$259K +5,252 New
AEPG
197
American Economic Planning Group
New Jersey
$260K +$4.93K +100 +2%
RC
198
RegentAtlantic Capital
New Jersey
$253K -$33.3K -675 -12%
Citigroup
199
Citigroup
New York
$252K -$328K -6,656 -57%
PA
200
Pinnacle Associates
New York
$239K -$206K -4,185 -47%

NJR Hedge Fund Activity: Q2 2019 in Review

268 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2019, worth a combined $3.03B — up 2% from $2.97B a quarter earlier.

Fund positioning in NJR was balanced in Q2 2019: 23 funds opened new positions, 23 closed out, 101 added to existing stakes and 80 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $25.9M. The largest seller was AQR Capital Management, cutting an estimated $7.67M.

  • 268 institutional investors held New Jersey Resources (NJR) as of Q2 2019, down from 272 in Q1 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q2 2019, up 2% quarter-over-quarter.
  • 23 funds opened new New Jersey Resources positions in Q2 2019 and 23 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q2 2019 was Nuveen, an estimated $25.9M added.
  • The largest New Jersey Resources seller in Q2 2019 was AQR Capital Management, an estimated $7.67M sold.

Based on aggregated 13F filings for Q2 2019.