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New Jersey Resources
NJR

Overview Fund Activity

248 hedge funds and large institutions have $2.03B invested in New Jersey Resources in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
6.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
84
Reduced
81
Closed
27
Calls
$1.02M
Puts
$189K
Net Calls
+$827K
Net Calls Change
-$94K

Top Buyers

1
State Street
State Street
Massachusetts
+$86M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$19.3M
3
BFA
BlackRock Fund Advisors
California
+$12.3M
4
WRF
Waddell & Reed Financial
Kansas
+$6.95M
5
LAM
Lebenthal Asset Management
New York
+$4.34M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.3M
2
Goldman Sachs
Goldman Sachs
New York
-$14M
3
HAM
Hillcrest Asset Management
Texas
-$10.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$10.2M
5
PP
Paloma Partners
Connecticut
-$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
201
Bruderman Asset Management
New York
$111K -$14.7K -380 -12%
KIG
202
Kessler Investment Group
Indiana
$108K -$22.5K -582 -17%
AG
203
Advisor Group
Arizona
$97K +$97K +2,551 New
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$96K – – –
RCM
205
Riverhead Capital Management
Delaware
$90K -$374K -15,909 -81%
SIA
206
Sit Investment Associates
Minnesota
$82K – – –
DADC
207
D.A. Davidson & Co
Montana
$77K – – –
Envestnet Asset Management
208
Envestnet Asset Management
Illinois
$73K -$57K -1,486 -44%
Barclays
209
Barclays
United Kingdom
$64K -$2.18M -56,487 -97%
GWM
210
Geneos Wealth Management
Colorado
$63K – – –
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$61K +$23.6K +616 +63%
SFG
212
SevenBridge Financial Group
Pennsylvania
$60K +$60K +1,544 New
BBPWM
213
Blue Bell Private Wealth Management
Pennsylvania
$53K – – –
M
214
MOTCO
Texas
$51K – – –
BKA
215
Brick & Kyle Associates
Pennsylvania
$48K – – –
VCM
216
Versant Capital Management
Arizona
$46K -$8.19K -216 -15%
BFEC
217
Benjamin F. Edwards & Company
Missouri
$46K – – –
SSB
218
Sandy Spring Bank
Maryland
$46K – – –
FANJ
219
Financial Architects (New Jersey)
New Jersey
$41K +$1.15K +30 +3%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
ATC
221
Adirondack Trust Company
New York
$35K – – –
EWM
222
Evercore Wealth Management
New York
$35K – – –
PG
223
PEAK6 Group
Illinois
$31K +$31K +814 New
CCA
224
Checchi Capital Advisers
California
$30K -$619 -16 -2%
TWA
225
TCI Wealth Advisors
Arizona
$28K – – –
7 8
9
10 11