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New Jersey Resources
NJR

Overview Fund Activity

256 hedge funds and large institutions have $1.85B invested in New Jersey Resources in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
6.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
72
Reduced
87
Closed
28
Calls
$925K
Puts
$4K
Net Calls
+$921K
Net Calls Change
-$12K

Top Buyers

1
State Street
1
State Street
Massachusetts
$188M
2
BIT
2
BlackRock Institutional Trust
California
$93.6M
3
Northern Trust
3
Northern Trust
Illinois
$45.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$8.91M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$45.4M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$232M
2
NI
2
Numeric Investors
Massachusetts
$2.14M
3
Ameriprise
3
Ameriprise
Minnesota
$43.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$39.4M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMH
201
Cornerstone Capital Management Holdings
New York
$135K +$135K +3,700 New
H
202
Hexavest
Quebec, Canada
$124K – – –
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$123K -$31.2K -859 -20%
KIG
204
Kessler Investment Group
Indiana
$123K – – –
BAM
205
Bruderman Asset Management
New York
$118K -$33K -909 -22%
PG
206
Patten Group
Tennessee
$109K – – –
VNA
207
Valley National Advisers
Pennsylvania
$108K – – –
LIA
208
LS Investment Advisors
Michigan
$107K +$4.13K +113 +4%
KTC
209
Kistler-Tiffany Companies
Pennsylvania
$106K -$98.7K -2,700 -48%
MFW
210
Mosaic Family Wealth
Missouri
$101K +$30.5K +838 +43%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$90K +$24K +661 +36%
SIA
212
Sit Investment Associates
Minnesota
$77K – – –
DADC
213
D.A. Davidson & Co
Montana
$73K – – –
GWM
214
Geneos Wealth Management
Colorado
$60K +$60K +1,648 New
VCM
215
Versant Capital Management
Arizona
$52K -$57.9K -1,591 -53%
M
216
MOTCO
Texas
$49K – – –
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$49K – – –
BKA
218
Brick & Kyle Associates
Pennsylvania
$45K – – –
SSB
219
Sandy Spring Bank
Maryland
$44K – – –
BFEC
220
Benjamin F. Edwards & Company
Missouri
$43K – – –
FANJ
221
Financial Architects (New Jersey)
New Jersey
$38K +$38K +1,040 New
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
LTFS
223
Ladenburg Thalmann Financial Services
Florida
$36K – – –
EWM
224
Evercore Wealth Management
New York
$33K – – –
ATC
225
Adirondack Trust Company
New York
$33K – – –
7 8
9
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