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New Jersey Resources

234 hedge funds and large institutions have $1.38B invested in New Jersey Resources in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

1% less funds holding

Funds holding: 237234 (-3)

1.42% less ownership

Funds ownership: 60.05%58.63% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

13% less capital invested

Capital invested by funds: $1.59B → $1.38B (-$213M)

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
67
Reduced
76
Closed
37
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
201
Sandy Spring Bank
Maryland
$33K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$28K +$30.8K +1,031 New
MOACM
203
Mutual of America Capital Management
New York
$26K +$28.4K +950 New
ATC
204
Adirondack Trust Company
New York
$25K
FANJ
205
Financial Architects (New Jersey)
New Jersey
$25K
LFR
206
Lehman Financial Resources
Pennsylvania
$24K
MAA
207
Managed Account Advisors
New Jersey
$21K
TWA
208
TCI Wealth Advisors
Arizona
$20K
PR
209
Payden & Rygel
California
$19K
DBT
210
Dubuque Bank & Trust
Iowa
$17K
CCMW
211
Cypress Capital Management (Wyoming)
Wyoming
$15.2K
WEC
212
Winslow Evans & Crocker
Massachusetts
$14.5K
JWA
213
JFS Wealth Advisors
Pennsylvania
$13K
FM
214
Forward Management
California
$12K
RA
215
Rational Advisors
New York
$12K
CPP
216
Crow Point Partners
Massachusetts
$11K
AII
217
AGF Investments Inc
Ontario, Canada
$11K +$12.2K +408 New
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$10K -$6.49K -217 -36%
PAM
219
Panagora Asset Management
Massachusetts
$8K
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$8K
AGM
221
Alpine Global Management
New York
$8K +$8.97K +300 New
MFS
222
MSI Financial Services
Massachusetts
$8K +$8.97K +300 New
PSUF
223
People's United Financial
Connecticut
$6K
ST
224
Smithfield Trust
Pennsylvania
$6K
BCM
225
Brookstone Capital Management
Illinois
$6K +$6.73K +225 New

NJR Hedge Fund Activity: Q2 2015 in Review

234 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2015, worth a combined $1.38B — down 13% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NJR and 35 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 67 added.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $26.8M. The largest seller was Channing Capital Management, cutting an estimated $23.4M.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q2 2015, down from 237 in Q1 2015.
  • Funds reported $1.38B of New Jersey Resources stock for Q2 2015, down 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2015 and 37 closed out, a net change of -2 holders.
  • The largest New Jersey Resources buyer in Q2 2015 was Copper Rock Capital Partners, an estimated $26.8M added.
  • The largest New Jersey Resources seller in Q2 2015 was Channing Capital Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2015.