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New Jersey Resources
NJR

290 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% more capital invested

Capital invested by funds: $2.79B → $3.03B (+$243M)

8% more funds holding

Funds holding: 268 → 290 (+22)

2.62% more ownership

Funds ownership: 68.45% → 71.06% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
290
Holders Change
+22
Holders Change %
+8.21%
% of All Funds
5.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
60
Increased
111
Reduced
66
Closed
32
Calls
$205K
Puts
–
Net Calls
+$205K
Net Calls Change
-$157K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$48.5M
2
State Street
State Street
Massachusetts
+$46.5M
3
Franklin Resources
Franklin Resources
California
+$43.1M
4
CC
Carlson Capital
Texas
+$32.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$71.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.89M
3
Millennium Management
Millennium Management
New York
-$6.72M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$5.82M
5
Ameriprise
Ameriprise
Minnesota
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTIOP
176
Fiduciary Trust International of Pennsylvania
Pennsylvania
$401K – – –
WS
177
Wedbush Securities
California
$401K +$18.7K +433 +5%
FIM
178
Freedom Investment Management
Connecticut
$400K -$24.5K -566 -6%
Tudor Investment Corp
179
Tudor Investment Corp
Connecticut
$396K -$63K -1,458 -14%
AAS
180
Avantax Advisory Services
Texas
$395K +$1.38K +32 +0.4%
PIA
181
Piedmont Investment Advisors
North Carolina
$385K -$38.7K -895 -9%
EGM
182
Engineers Gate Manager
New York
$383K +$371K +8,590 New
LCM
183
Laurion Capital Management
New York
$379K +$368K +8,514 New
TI
184
Trexquant Investment
Connecticut
$359K +$348K +8,063 New
SEI Investments
185
SEI Investments
Pennsylvania
$357K +$346K +8,005 New
CGH
186
Crossmark Global Holdings
Texas
$344K -$2.59K -60 -0.8%
PI
187
PEAK6 Investments
Illinois
$340K +$330K +7,627 New
LWM
188
Laidlaw Wealth Management
New York
$338K +$327K +7,573 New
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$336K +$62K +1,434 +24%
AG
190
Advisor Group
Arizona
$334K – – –
MCM
191
Murphy Capital Management
New Jersey
$328K -$51K -1,180 -14%
GHA
192
GW Henssler & Associates
Georgia
$327K +$75.1K +1,739 +31%
VWM
193
Venturi Wealth Management
Texas
$324K -$4.19K -97 -1%
JG
194
Jefferies Group
New York
$315K +$305K +7,061 New
BRWA
195
B. Riley Wealth Advisors
Florida
$313K +$86 +2 +0%
ACM
196
AlphaCrest Capital Management
New York
$311K +$301K +6,974 New
ISL
197
Ingalls & Snyder LLC
New York
$310K -$3.07K -71 -1%
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$303K +$31.8K +737 +12%
VF
199
Virtu Financial
New York
$302K +$293K +6,782 New
KeyBank National Association
200
KeyBank National Association
Ohio
$300K – – –
6 7
8
9 10

NJR Hedge Fund Activity: Q4 2019 in Review

290 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2019, worth a combined $3.03B — up 8.7% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NJR positions and 32 closed out — a net gain of 28 holders — while 111 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Goldman Sachs, cutting an estimated $71.4M.

  • 290 institutional investors held New Jersey Resources (NJR) as of Q4 2019, up from 268 in Q3 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 60 funds opened new New Jersey Resources positions in Q4 2019 and 32 closed out, a net change of +28 holders.
  • The largest New Jersey Resources buyer in Q4 2019 was BlackRock, an estimated $48.5M added.
  • The largest New Jersey Resources seller in Q4 2019 was Goldman Sachs, an estimated $71.4M sold.

Based on aggregated 13F filings for Q4 2019.