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New Jersey Resources

234 hedge funds and large institutions have $1.51B invested in New Jersey Resources in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.38B → $1.51B (+$126M)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.09% more ownership

Funds ownership: 58.63%58.72% (+0.09%)

0% more funds holding

Funds holding: 234234 (0)

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
76
Reduced
70
Closed
32
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
+$642K
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
201
Blue Bell Private Wealth Management
Pennsylvania
$41K
BKA
202
Brick & Kyle Associates
Pennsylvania
$37K
SSB
203
Sandy Spring Bank
Maryland
$36K
BFEC
204
Benjamin F. Edwards & Company
Missouri
$36K +$4.92K +173 +17%
Federated Hermes
205
Federated Hermes
Pennsylvania
$33K -$79.1K -2,782 -72%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$30K +$28.3K +996 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$29K +$16.3K +574 +152%
ATC
208
Adirondack Trust Company
New York
$27K
LFR
209
Lehman Financial Resources
Pennsylvania
$27K
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$25K +$15.4K +541 +187%
TWA
211
TCI Wealth Advisors
Arizona
$22K
SIA
212
Sit Investment Associates
Minnesota
$21K +$19.9K +700 New
DBT
213
Dubuque Bank & Trust
Iowa
$18K
CCMW
214
Cypress Capital Management (Wyoming)
Wyoming
$16.5K
SIM
215
Sonora Investment Management
Arizona
$16K +$17.2K +604 New
WEC
216
Winslow Evans & Crocker
Massachusetts
$15.8K
JWA
217
JFS Wealth Advisors
Pennsylvania
$14K
W
218
Wealthfront
California
$14K +$9.86K +347 +273%
FM
219
Forward Management
California
$13K
RA
220
Rational Advisors
New York
$13K
AII
221
AGF Investments Inc
Ontario, Canada
$12K
CPP
222
Crow Point Partners
Massachusetts
$12K
ST
223
Smithfield Trust
Pennsylvania
$11K +$4.26K +150 +75%
PAM
224
Panagora Asset Management
Massachusetts
$9K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$9K +$8.53K +300 New

NJR Hedge Fund Activity: Q3 2015 in Review

234 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2015, worth a combined $1.51B — up 9.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NJR positions and 32 closed out — a net gain of 1 holder — while 76 added to existing stakes and 70 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $19.1M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $15.9M sold.

  • 234 institutional investors held New Jersey Resources (NJR) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $1.51B of New Jersey Resources stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 33 funds opened new New Jersey Resources positions in Q3 2015 and 32 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q3 2015 was Energy Income Partners, an estimated $19.1M added.
  • The largest New Jersey Resources seller in Q3 2015 was Copeland Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2015.