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New Jersey Resources

237 hedge funds and large institutions have $1.59B invested in New Jersey Resources in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

2% more funds holding

Funds holding: 232237 (+5)

2% more capital invested

Capital invested by funds: $1.57B → $1.59B (+$25.5M)

61.23% less ownership

Funds ownership: 121.28%60.05% (-61%)

Holders
237
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
6.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
71
Closed
24
Calls
$322K
Puts
Net Calls
+$322K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$62K
US Bancorp
202
US Bancorp
Minnesota
$61K
Fuller & Thaler Asset Management
203
Fuller & Thaler Asset Management
California
$56K +$56.5K +1,800 New
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$41K
BKA
205
Brick & Kyle Associates
Pennsylvania
$39K
SSB
206
Sandy Spring Bank
Maryland
$37K
PCM
207
Prelude Capital Management
New York
$34K -$167K -5,331 -83%
ATC
208
Adirondack Trust Company
New York
$28K
FANJ
209
Financial Architects (New Jersey)
New Jersey
$28K
LFR
210
Lehman Financial Resources
Pennsylvania
$28K
MAA
211
Managed Account Advisors
New Jersey
$24K +$2.64K +84 +12%
TWA
212
TCI Wealth Advisors
Arizona
$22K +$22.6K +720 New
PR
213
Payden & Rygel
California
$21K
DBT
214
Dubuque Bank & Trust
Iowa
$19K +$18.8K +600 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$18K +$12.5K +399 +204%
CCMW
216
Cypress Capital Management (Wyoming)
Wyoming
$17.1K
WEC
217
Winslow Evans & Crocker
Massachusetts
$16.3K -$63 -2 -0.4%
JWA
218
JFS Wealth Advisors
Pennsylvania
$15K
RA
219
Rational Advisors
New York
$13K -$8.79K -280 -40%
FM
220
Forward Management
California
$13K
CPP
221
Crow Point Partners
Massachusetts
$12K +$12.6K +400 New
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$9K +$9.1K +290 New
PAM
223
Panagora Asset Management
Massachusetts
$9K +$9.41K +300 New
GAM
224
Gemmer Asset Management
California
$7K -$2.23K -71 -24%
W
225
Wealthfront
California
$7K +$7.25K +231 +11,550%

NJR Hedge Fund Activity: Q1 2015 in Review

237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2015, worth a combined $1.59B — up 1.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 24 closed out — a net gain of 8 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34M. The largest seller was BlackRock Fund Advisors, cutting an estimated $116M.

  • 237 institutional investors held New Jersey Resources (NJR) as of Q1 2015, up from 232 in Q4 2014.
  • Funds reported $1.59B of New Jersey Resources stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2015 and 24 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2015 was Vanguard Group, an estimated $34M added.
  • The largest New Jersey Resources seller in Q1 2015 was BlackRock Fund Advisors, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2015.